Client Services Advisor

Company: Robert Half
Location: Morris Plains
Posted on: February 18, 2026

Job Description:

Job Description Job Description Our client is seeking a Service Advisor to support and deepen existing client relationships within a growing wealth management firm. This role focuses on financial planning, client service, and portfolio oversight—no business development required. Key Responsibilities: Lead discovery, review, and planning meetings with current and prospective clients Serve as primary advisor for select clients and manage ongoing portfolio reviews Adjust asset allocations and identify new asset opportunities within existing relationships Develop customized financial plans and guide clients through all stages of their financial lifecycle Handle complex planning needs including tax, estate, retirement, and investment strategy Collaborate with Portfolio Management, Trading, Compliance, and Client Service teams Lead client onboarding and maintain accurate client notes Organize tasks across the team and ensure timely follow-up Qualifications Bachelor’s degree required FINRA Series 7 & 66 (or 63/65) required CFP® required Experience with financial planning tools (eMoney, MoneyGuidePro, etc.) Strong communication and client relationship skills Detail?oriented, organized, and able to prioritize Solid wealth management acumen Comfortable in a small growing firm's environment

Keywords: Robert Half, Fairfield , Client Services Advisor, Accounting, Auditing , Morris Plains, Connecticut