<p><strong>Jennifer Fukumae</strong> is partnering with a <strong>wealth management firm</strong> dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Managing <strong>$600M in assets</strong> with an average client portfolio size of <strong>$1.5M</strong>, the firm goes beyond traditional financial advice by providing personalized strategies that empower clients to elevate their financial planning and achieve meaningful growth. With a focus on <strong>personalized service, strategic planning, and long-term success</strong>, the firm fosters strong client relationships built on trust and guidance.</p><p><br></p><p>Job Title: Lead Advisor</p><p>Location: San Ramon; on site</p><p>Salary: $100-120k + Bonus</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Develop customized financial plans and investment strategies using company software.</li><li>Assist with onboarding new clients and strengthen relationships with CPA firms for investment management support.</li><li>Participate in client meetings, take detailed notes, and follow up on action items.</li><li>Serve as a primary point of contact for client communication, providing high-level support.</li><li>Build trust with clients by engaging directly and focusing on relationships before offering investment recommendations.</li><li>Manage the CRM and track client interactions.</li><li>Handle client documentation from account opening through ongoing maintenance.</li><li>Prepare for client meetings and presentations.</li></ul>

<ul><li>4+ years of experience at a wealth management firm in investment management, client strategy, and financial planning.</li><li>Experience supporting an advisor and managing client communications.</li><li><strong>Proficiency with the Schwab Platform</strong> (required).</li><li>Life insurance and eMoney experience (strong pluses).</li><li>Series 7, 66, 65, CFP®, ChFC®, or similar certifications (preferred but not required).</li><li>Bachelor’s degree.</li><li>Familiarity with CRM systems such as Redtail (preferred).</li><li>Experience with the AssetMark platform (a plus, but training is available).</li><li>Proficiency in Microsoft Office, Excel, and Google Sheets.</li></ul><p><strong>Excited about the opportunity?</strong> Please apply directly and reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for quicker consideration.</p>

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