Senior Wealth Analyst | Hybrid

Description Break into UHNW Wealth Management — Senior Wealth Analyst 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. If interested, message Jennifer Fukumae on LinkedIn for fastest consideration or to chat about other roles in my pipeline. 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 with internal teams to keep deliverables on track Requirements + ~3+ years in wealth management, preferably with

HNW/UHNW

clients + CFP (or close to completion) + Strong communication skills and client-facing mindset + Detail-oriented with solid analytical and organizational abilities + Comfortable working independently and as part of a team + Experience with tools like eMoney, Holistiplan, or Salesforce is a plus + Proficient in Excel This role offers hands-on planning exposure, mentorship from Advisors, and a clear path to grow within a boutique wealth management environment. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .