Job Description
Description
If interested, reach out to Jennifer Fukumae on LinkedIn for quickest consideration.
Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track.
What You’ll Do
+ Support Wealth Advisors in delivering a high-touch client experience
+ Gather and organize client data to build financial plans and investment proposals
+ Prepare analyses across cash flow, investments, tax, estate, and risk planning
+ Update plans in financial planning software and incorporate advisor/client feedback
+ Assist with portfolio monitoring, account maintenance, and follow-ups after meetings
+ Manage tasks and client records in CRM (e.g., Salesforce)
+ Coordinate wi...
If interested, reach out to Jennifer Fukumae on LinkedIn for quickest consideration.
Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track.
What You’ll Do
+ Support Wealth Advisors in delivering a high-touch client experience
+ Gather and organize client data to build financial plans and investment proposals
+ Prepare analyses across cash flow, investments, tax, estate, and risk planning
+ Update plans in financial planning software and incorporate advisor/client feedback
+ Assist with portfolio monitoring, account maintenance, and follow-ups after meetings
+ Manage tasks and client records in CRM (e.g., Salesforce)
+ Coordinate wi...