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Robert Half Financial Advisor in Worcester, Massachusetts


Our client is an established independent registered investment advisory firm and looking for an Investment Advisor to join their team.

The Investment Advisor is responsible for managing comprehensive financial plans for clients and responsibilities include working with existing clients, gathering and analyzing financial data, and being the primary client contact.

The role involves maintaining high-quality service standards and networking for business development.

Ideal candidate will bring 5-10+ years of Investment Advisor experience, series 65/66 is ideal, as well as strong communication skills, and experience with Fidelity as custodian.

The position is based in Worcester MA and will be on site 5 a day.


Please reach out to Matthew Baker for more information. Thank you!

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 works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit for more information.

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