Job Description
Description
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a fast-growing San Francisco–based RIA to add a Wealth Planning Associate / Wealth Manager to their team.
This is an ideal role for someone who wants to deepen their planning and investment skill set while gaining direct exposure to client relationships, with a clear path toward a future advisor role.
If you’re looking for a role where you can accelerate your development, work closely with advisors, and build toward a client-facing career, this is a strong next step.
Apply today and connect with Jennifer Fukumae on LinkedIn for fastest consideration.
What You’ll Do
+ Partner with senior advisors to analyze client financial situations and develop holistic planning strategies
+ Assist in building and refining custom investment portfolios and asset allocation models
+ Support end-to-end client experience, including meeting prep, ...
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a fast-growing San Francisco–based RIA to add a Wealth Planning Associate / Wealth Manager to their team.
This is an ideal role for someone who wants to deepen their planning and investment skill set while gaining direct exposure to client relationships, with a clear path toward a future advisor role.
If you’re looking for a role where you can accelerate your development, work closely with advisors, and build toward a client-facing career, this is a strong next step.
Apply today and connect with Jennifer Fukumae on LinkedIn for fastest consideration.
What You’ll Do
+ Partner with senior advisors to analyze client financial situations and develop holistic planning strategies
+ Assist in building and refining custom investment portfolios and asset allocation models
+ Support end-to-end client experience, including meeting prep, ...