<p>Jennifer Fukumae with <strong>Robert Half’s Finance & Accounting Division</strong> is partnering with a <strong>boutique wealth management firm</strong> dedicated to helping high-net-worth individuals, families, and businesses gain clarity and confidence in their financial future. The firm takes a highly personalized approach that goes beyond traditional advice—empowering clients to elevate their financial strategy, achieve meaningful growth, and reach long-term goals.</p><p><br></p><p><strong>About the Role</strong></p><p>The firm is seeking an <strong>Associate Wealth Advisor</strong> to join its collaborative and client-focused team. This individual will play an integral role in supporting advisors, managing client relationships, and helping clients navigate all aspects of their financial lives—from onboarding and planning to investment execution.</p><p>This is an excellent opportunity for someone who thrives in a relationship-driven environment and is eager to grow within a firm that values mentorship, professional development, and a client-first philosophy.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop customized financial plans and investment strategies using firm-approved software.</li><li>Assist in onboarding new clients and building relationships, particularly with CPA firms for investment management support.</li><li>Participate in client meetings, take detailed notes, and ensure follow-up on action items.</li><li>Serve as a primary point of contact for clients, providing responsive, high-touch service.</li><li>Build trust with clients by engaging thoughtfully and focusing on relationship-building before investment recommendations.</li><li>Manage the CRM and track client interactions to maintain accurate records.</li><li>Oversee client documentation from account opening to ongoing maintenance.</li><li>Prepare client presentations and meeting materials.</li></ul><p><br></p><p><br></p>

<ul><li>4+ years of experience within a wealth management firm supporting advisors and managing client relationships.</li><li>Strong foundation in investment management, client strategy, and financial planning.</li><li>Proficiency with the <strong>Schwab Platform</strong> is required.</li><li>Experience with <strong>life insurance</strong>, <strong>eMoney</strong>, <strong>AssetMark</strong>, or <strong>Redtail CRM</strong> is highly valued (training provided where needed).</li><li>Bachelor’s degree required; <strong>Series 7, 66, 65, CFP®, or ChFC®</strong> credentials are a plus.</li><li>Excellent communication, attention to detail, and organizational skills.</li><li>Proficiency in Microsoft Office, Excel, and Google Sheets.</li></ul><p><strong>Why This Firm</strong></p><ul><li>Collaborative, relationship-driven culture with a deep commitment to client service.</li><li>Mentorship and professional development opportunities to advance your career.</li><li>Hybrid work flexibility and modern technology tools.</li><li>Opportunity to work directly with advisors and clients in a hands-on capacity.</li></ul><p> </p><p><strong>Interested in this opportunity?</strong></p><p>Apply directly and connect with <strong>Jennifer Fukumae</strong> on LinkedIn for the fastest consideration or to learn about other wealth management opportunities that may align with your background.</p>

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