Job Description
Description
Step Into a Lead Planner Role — Real Client Exposure, Real Growth
Jennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path.
If you’re interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation.
What You’ll Own
+ Partner directly with senior advisors in client meetings and relationship management
+ Translate client goals and financial data into comprehensive planning strategies
+ Build and refine financial plans, investment frameworks, and client deliverables
+ Collaborate across investments, planning, and client service teams to execute strategies
+ Support im...
Step Into a Lead Planner Role — Real Client Exposure, Real Growth
Jennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path.
If you’re interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation.
What You’ll Own
+ Partner directly with senior advisors in client meetings and relationship management
+ Translate client goals and financial data into comprehensive planning strategies
+ Build and refine financial plans, investment frameworks, and client deliverables
+ Collaborate across investments, planning, and client service teams to execute strategies
+ Support im...