<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Lead Wealth Advisor | Wealth Management Firm | SF; 2 Days Onsite </strong></p><p> </p><p>Our client is a highly regarded wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. This is an exceptional opportunity to advise sophisticated clients, lead complex relationships, and work alongside a collaborative team dedicated to delivering personalized wealth planning and investment solutions.</p><p><strong> </strong></p><p>Join a growing, relationship-driven firm where you&#39;ll have significant client exposure, direct access to leadership, and a clear path for long-term growth. The firm offers a collaborative, low-ego culture, flexible hybrid schedule, strong work-life balance, continuing education support, competitive compensation, bonus, profit sharing, and partnership potential.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead and manage complex client relationships as a trusted advisor </li><li>Deliver comprehensive wealth management, investment, and financial planning advice </li><li>Develop customized investment strategies and long-term planning recommendations </li><li>Partner with internal specialists to provide holistic client solutions </li><li>Lead client meetings, portfolio reviews, and ongoing relationship management </li><li>Oversee onboarding, account activity, and client service execution </li><li>Support business development through referrals and relationship building </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>

<ul><li>10+ years of wealth management, investment management, or financial planning experience </li><li>Experience advising high-net-worth and ultra-high-net-worth clients </li><li>CFP, CFA, CPA, JD, CAIA, or similar designation preferred </li><li>Series 65 license required </li><li>Strong investment, financial planning, and portfolio management expertise </li><li>Excellent communication, relationship management, and business development skills </li><li>Proven ability to lead complex client engagements in a collaborative environment</li></ul><p><strong>Interested or even just curious? </strong>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u>. </strong></p><p> </p><p>Michelle is a <strong>Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> investment management </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p>

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