$120,000 - $150,000 yearly
Robert Half
Mountain View, CA
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . 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,...