At Halbert Hargrove, we hire opportunistically—we’re on the watch for exceptional people.

“We believe the best employees are understood, respected and rewarded. Our leadership team is constantly looking for ways to evolve and expand the benefits we offer. We place a major emphasis on our associates’ goals: We’re committed to helping them gain access to the right tools to grow both professionally and personally.”

JC Abusaid, President

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Administrative/Finance Intern

See full job description.

Senior Wealth Advisor

A Senior Wealth Advisor establishes and fosters relationships with clients, with an objective to assist them in all facets of their financial lives. Working with a team consisting of a Wealth Advisor and Client Service Manager, the Senior Wealth Advisor builds and implements a Roadmap- a disciplined, ongoing process that ensures that all the complexities inherent to their client’s wealth are addressed. A Senior Wealth Advisor serves as a repository of knowledge for client’s aspirations and day-to-day financial demands, with the ability to direct HH’s resources, including the efforts of other team members, to help them to continue to secure their goals. See full job description.

Associate Advisor Fellow

Time:  2-3 days per week – Monday and Wednesday or Tuesday and Thursday (8-5 or 7-4) and Fridays (7-2)

Length of Fellowship:  6 months + preferred with possibility of hiring full time.

Responsibilities include, but are not limited to:

  • Support Associate Wealth Advisor Team
    • New Account Instructions
    • Pre and Post Meeting Preparation
  • Run MoneyGuide for advisors: data entry, initial analysis, MGP pre and post meeting preparation, and scenario analysis
  • Complete insurance reviews including Life, Long Term Care, Disability, Home and Auto Insurance analysis for teams
  • Investment analysis for current and new clients under the oversight of Associate Wealth Advisor

Position Qualifications:

  • Bachelor’s Degree Completed – pursuing further education – required CFP®
  • Preferred knowledge in MoneyGuide
  • Do you need help with creating a plan?