Lead Wealth Advisor, Robert Half

Lead Wealth Advisor

Robert Half

Location:

United States, San Francisco Bay Area

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

Join a well-established and globally respected asset management firm known for delivering diverse financial solutions to investors worldwide. This is your chance to be part of an exceptional wealth advisory team managing nearly billions in assets.

Job Responsibility:

Be the key contact for high-net-worth clients and institutions
Deliver outstanding client service with personalized investment insights
Leverage extensive knowledge of financial markets to meet client needs
Develop strong client relationships using a strategic approach
Use company resources to ensure world-class service and credibility

Requirements:

8+ years of wealth management experience
MUST HAVE CFA, CFP or CIMA
Series 7 and 66 licenses
Proven proficiency in complex financial planning for high-net-worth clients
Outstanding collaboration, communication, and teamwork skills
Bachelor's or Master’s degree

What we offer:

competitive compensation
collaborative culture
hands-on mentorship
clear career progression
succession planning
medical, vision, dental, and life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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