<p><strong>Jennifer Fukumae</strong> is partnering with an RIA in San Francisco to identify a <strong>Lead Advisor</strong>. This firm manages more than <strong>$30 billion in assets</strong> across 2,000+ high-net-worth families, with a mission to help clients, colleagues, and the global community <strong>live richer lives</strong>.</p><p><br></p><p><strong>Lead Advisor – Wealth Management</strong></p><p>&#128205; San Francisco, CA | $150k–$200k Base + Bonus + Equity</p><p><br></p><p>This is an exciting opportunity for an experienced advisor to serve as the<strong> </strong>primary point of contact for high-net-worth clients, providing comprehensive financial planning and guidance. You’ll work closely with clients and internal teams to deliver tailored wealth strategies, support sophisticated financial decisions, and help clients achieve their long-term goals.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Act as the first point of contact for client communications.</li><li>Review client portfolios and provide actionable recommendations.</li><li>Prepare comprehensive client meeting deliverables, including cash flow analysis, asset allocation, and planning strategies.</li><li>Create spreadsheet analyses for advanced financial topics, including tax loss harvesting, stock options, and wealth transfer strategies.</li><li>Collaborate with internal teams to ensure seamless client service and relationship management.</li></ul>

<p><strong>What We’re Looking For</strong></p><ul><li>4+ years of experience at an RIA or similar firm, working directly with high-net-worth clients.</li><li><strong>CFP® designation required.</strong></li><li>Proven ability to manage multiple complex client relationships.</li><li>Highly organized and able to coordinate across teams to ensure client success.</li><li>Strong communication skills and a client-first mindset.</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive base <strong>$150k–$200k + bonus + equity</strong>.</li><li>Work at a respected, growing, and planning-first RIA.</li><li>Direct impact on high-net-worth client portfolios and financial lives.</li><li>Collaborative and mission-driven culture with growth opportunities.</li></ul><p>&#128233; For faster consideration, reach out to <strong>Jennifer Fukumae on LinkedIn</strong> or apply directly.</p>

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