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Now viewing: Wealth Planner | RIA Firm
RH
Robert Half
Wealth Planner | RIA Firm
Job Description
Jennifer Fukumae with Robert Half is partnering with a highly respected, growing RIA seeking a Lead Wealth Architect to join its collaborative planning team.
This role is ideal for an experienced financial planner who enjoys working directly with high-net-worth clients and wants a clear path toward becoming a Lead Advisor. What You'll DoPartner with Lead Advisors in client meetings and across the firm's wealth planning process.
Gather and analyze client financial information, goals, and priorities.
Develop comprehensive financial plans, investment policy statements, and portfolio reports.
Present planning recommendations and help implement strategies with clients and their outside professionals, including CPAs, estate attorneys, and insurance advisors.
Collaborate with Investment, Advisory, and Client Services teams.
Support client communications, presentations, and ongoing relationship management.
Help improve the firm's technology, planning, and document-management processes.
This role is ideal for an experienced financial planner who enjoys working directly with high-net-worth clients and wants a clear path toward becoming a Lead Advisor. What You'll DoPartner with Lead Advisors in client meetings and across the firm's wealth planning process.
Gather and analyze client financial information, goals, and priorities.
Develop comprehensive financial plans, investment policy statements, and portfolio reports.
Present planning recommendations and help implement strategies with clients and their outside professionals, including CPAs, estate attorneys, and insurance advisors.
Collaborate with Investment, Advisory, and Client Services teams.
Support client communications, presentations, and ongoing relationship management.
Help improve the firm's technology, planning, and document-management processes.