Wealth Advisor for Established RIA Firm

Step Into a Lead Planner Role — Real Client Exposure, Real GrowthJennifer 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 OwnPartner directly with senior advisors in client meetings and relationship managementTranslate client goals and financial data into comprehensive planning strategiesBuild and refine financial plans, investment frameworks, and client deliverablesCollaborate across investments, planning, and client service teams to execute strategiesSupport implementation—working alongside CPAs, attorneys, and other external partnersPrepare polished presentations and communications for clients and prospectsHelp enhance internal systems, workflows, and planning tools