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1 result for Lead Wealth Architect in Mountain View, CA
- Mountain View, CA
- remote
- Permanent / Full Time
- 130000.00 - 150000.00 USD / Yearly
- <p>Jennifer Fukumae with Robert Half is partnering with a <strong>highly respected, growing RIA</strong> seeking a Lead Wealth Architect to join its collaborative planning team.</p><p>This role is ideal for an experienced financial planner who enjoys working directly with <strong>high-net-worth clients</strong> and wants a clear path toward becoming a Lead Advisor.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Lead Advisors in client meetings and across the firm's wealth planning process.</li><li>Gather and analyze client financial information, goals, and priorities.</li><li>Develop comprehensive financial plans, investment policy statements, and portfolio reports.</li><li>Present planning recommendations and help implement strategies with clients and their outside professionals, including CPAs, estate attorneys, and insurance advisors.</li><li>Collaborate with Investment, Advisory, and Client Services teams.</li><li>Support client communications, presentations, and ongoing relationship management.</li><li>Help improve the firm's technology, planning, and document-management processes.</li></ul><p><br></p>
- 2026-09-25T07:04:03Z