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Robert Half Financial Advisor - Retirement in San Francisco, California


For expedited consideration please reach out to Madison Beckett on Linkedin!

Our client is looking for a Financial Advisor for their pension team. This position can be remote anywhere within California!


  • Required: General experience working with 401k plans, with sufficient retirement plan design, plan conversion, regulation, and recordkeeper monitoring and evaluation expertise is key for the role on this interdisciplinary team. Should also be familiar with 403(b) plans, cash balance and non-ERISA plans and non-qualified deferred comp. plans.

  • Candidate should have some experience with plan documents, compliance testing and plan consulting for clients in the $10 million – $50 million plan size range or larger.

  • Must have strong skills in all Microsoft Office components, especially Excel. Some Morningstar experience a plus.

  • Ideally: Sufficient investment process and at least basic mutual fund research/evaluation experience. Not required, but nice to have: foundation and endowment knowledge and experience.

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Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

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