Lead Wealth Advisor
Robert Half
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Lead Wealth Advisor | Wealth Management Firm | SF; Hybrid - 2 Days Onsite Our client is a highly regarded wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. This is an exceptional opportunity to advise sophisticated clients, lead complex relationships, and work alongside a collaborative team dedicated to delivering personalized wealth planning and investment solutions.Join a growing, relationship-driven firm where you'll have significant client exposure, direct access to leadership, and a clear path for long-term growth. The firm offers a collaborative, low-ego culture, flexible hybrid schedule, strong work-life balance, continuing education support, competitive compensation, bonus, profit sharing, and partnership potential.ResponsibilitiesLead and manage complex client relationships as a trusted advisorDeliver comprehensive wealth management, investment, and financial planning adviceDevelop customized investment strategies and long-term planning recommendationsPartner with internal specialists to provide holistic client solutionsLead client meetings, portfolio reviews, and ongoing relationship managementOversee onboarding, account activity, and client service executionSupport business development through referrals and relationship buildingFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Vacancy posted 2 days ago
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