VP Wealth Advisor, Robert Half

VP Wealth Advisor

Robert Half

Location:

United States, San Francisco

Category:

Finance

Contract Type:

Not provided

Salary:

150000.00 - 200000.00 USD / Year

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Job Description:

A privately owned, global investment management firm, dedicated to serving both institutional and individual investors, provides a comprehensive range of financial solutions. Its diverse offerings include traditional and alternative equity and fixed income strategies, private equity, and commodities, along with tailored portfolio guidance and wealth planning services. With a flexible and expansive platform, the firm is committed to adapting to the evolving needs of its clients.

Job Responsibility:

Act as a primary contact for high-net-worth individuals, endowments, foundations, and family offices, addressing complex financial matters such as portfolio management, retirement planning, philanthropy, and estate planning
Deliver exceptional client service and investment guidance, customized to meet each client's unique financial goals, investment objectives, risk tolerance, and suitability
Leverage a deep understanding of financial markets and the firm’s offerings to align the most appropriate strategies and services with clients’ financial needs and aspirations
Take responsibility for cultivating and enhancing client relationships with the firm
Establish trust and credibility by focusing on clients' investment goals and providing reliable, client-centered advice
Adopt a consultative approach when engaging with clients and potential clients
Identify and pursue opportunities for business growth by fostering relationships with third-party referral partners such as accountants, attorneys, and other financial advisors

Requirements:

Bachelor Degree is required
CFA/CFP highly preferred
8+ years experience in Wealth Management
Experience with complex financial planning
Collaborative and able to partner with advisors at the firm

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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