Wealth Advisor -

Description Step Into a Lead Planner Role — Real Client Exposure, Real Growth Jennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path. If you're interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation. What You'll Own + Partner directly with senior advisors in client meetings and relationship management + Translate client goals and financial data into comprehensive planning strategies + Build and refine financial plans, investment frameworks, and client deliverables + Collaborate across investments, planning, and client service teams to execute strategies + Support implementation—working alongside CPAs, attorneys, and other external partners + Prepare polished presentations and communications for clients and prospects + Help enhance internal systems, workflows, and planning tools Requirements + 6+ years in wealth management, financial planning, or adjacent experience (tax, investments with HNW clients) + A credential such as CFP, CFA, CPA, or JD + Strong client presence with the ability to explain complex strategies clearly + A relationship-first mindset with sharp analytical instincts Why This Role Stands Out + Tight-knit, team-based environment with exposure to multiple advisor styles + Clear runway to become a Lead Advisor (proven internal growth path) + Profit-sharing on top of bonus compensation + 240 hours of work-from-anywhere flexibility annually + Consistent firm growth and strong investment track record + Full support for continued education and certifications If you're looking to deepen your impact with UHNW clients while accelerating your path to an advisory seat, this is a compelling next step. 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) .