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Robert Half Associate Financial Advisor in Wellesley, Massachusetts


Robert Half Talent Solutions is working with a dynamic client to fill an Associate Financial Advisor role in Wellesely, MA. You must love taxes and be formally educated in the area.

you will be mentored to:

• Investment portfolio construction and management; long-term investment strategy

• Income tax planning, including federal and state tax return preparation and tax dispute resolution

• Public and private company stock, stock options, restricted stock units, and stock purchase plans

• Retirement and other forward-looking planning

• Estate plan architecture; gifting strategies; estate and gift taxes


The ideal candidate will have:

• One or more of the following credentials: law degree (JD, LLM); advanced tax degree/designation (Master of Taxation, LLM, CPA, EA, CFP); CFA

• 2-3 years of professional experience in finance, accounting, law, and/or taxation

• Exceptional interpersonal and communication skills: the successful candidate will work with clients, give group presentations, and take part in new business development

• The ability to work effectively in a team environment

• Strong organizational skills and the ability to multi-task

• Extensive Microsoft Office experience and good overall computer skills

• Knowledge and experience with individual income tax issues & return preparation

• Experience serving executive/professional clients and exercising a high level of discretion

• Completed continuing finance education and licensing requirements (Series 65, Certified Financial Planner designation)

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app ( and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5592. 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. Benefits are available to temporary professionals. Visit for more information.

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