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Robert Half International Lead Financial Advisor in PORTLAND, Oregon


Jana Chapman ( with Robert Half Finance & Accounting is seeking a Lead Financial Advisor for a growing wealth management firm! The Lead Financial Advisor will be responsible for comprehensive financial planning for a dedicated book of clients. This position requires a strong desire to serve your clients and improve our world with sustainable investing practices. To be considered for the Lead Financial Advisor, you must thrive in client interaction! This position requires a minimum of 5 years of comprehensive financial planning experience and a CFP. If you want to be surrounded by caring individuals who are passionate about finance and love the planet, this position could be for you!


-5+ years of experience


-Superb client service skills

-Passion for helping others

Robert Half Finance & Accounting matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

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Salary: DOE

Location: PORTLAND, OR

Date Posted: September 24, 2020

Employment Type: Full-time

Job Reference: 03600-0011532132

Staffing Area: Full-Time Accounting u0026 Finance