<p><strong>Jennifer Fukumae</strong> is partnering with a <strong>well-established wealth management firm</strong> that is dedicated to acting in clients’ best interests through personalized strategies and disciplined portfolio management.</p><p> </p><p>The firm’s philosophy is rooted in providing objective, client-first advice designed to help clients accumulate, protect, and transfer wealth. With a collaborative culture and strong operational support, the team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes.</p><p>This is a <strong>rare opportunity</strong> to join a high-integrity, growth-focused advisory team where you’ll step into an established client base and have the freedom to build your practice with full firm support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice and comprehensive planning across services such as debt management, investments, retirement, and insurance.</li><li>Develop personalized financial plans tailored to each client’s needs and goals.</li><li>Build and strengthen client relationships through proactive communication and ongoing support.</li><li>Monitor market performance and client portfolios, recommending adjustments as needed.</li><li>Maintain compliance with all industry regulations and firm standards.</li></ul><p><br></p>
<p><strong>Interested in Learning More?</strong></p><p>If this opportunity resonates with you, apply today and share your resume with <strong>JC del Rosario on LinkedIn</strong>—I’d love to connect and explore whether this could be the right next step in your career.</p><p><br></p><p><strong>Associate Financial Planner</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an <strong>Associate Financial Planner</strong> to join a boutique wealth management firm supporting high‑net‑worth and ultra‑high‑net‑worth families. This role offers direct mentorship from an advisor and hands‑on exposure to comprehensive financial planning, investment analysis, and long‑term client strategy. You’ll step into a path with clear progression, meaningful client impact, and strong professional growth potential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare detailed analyses for retirement, estate planning, education funding, and equity compensation</li><li>Build and maintain financial plans using <strong>eMoney</strong> and other planning tools</li><li>Research tax updates and economic developments to support client strategy</li><li>Assist with meeting preparation and coordinate with external advisors and partners</li><li>Monitor client financial situations and help implement planning recommendations</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit‑sharing + <strong>401(k) match</strong></li><li>Medical and dental coverage</li><li><strong>15 vacation days + 5 sick days + NYSE holidays</strong></li><li>Strong year‑over‑year growth potential, including structured raises</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career.</p><p>The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect and share more about the opportunity!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Financial Planner</strong> to strengthen client relationships and deliver comprehensive, high‑quality wealth management solutions. This role blends technical planning expertise with leadership and exceptional client service. You’ll collaborate closely with senior advisors, support and guide associate team members, and ensure clients receive personalized strategies tailored to their goals.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Build and nurture long-term client relationships through trust, proactive communication, and consistent follow-through.</li><li>Review, refine, and finalize financial plans—including balance sheets, strategic roadmaps, estate flow charts, and detailed cash flow analyses.</li><li>Provide objective, holistic advice across investment management, estate planning, tax strategies, and philanthropic planning.</li><li>Lead client meetings: prepare thoroughly, present confidently, and manage timely execution of post-meeting deliverables.</li><li>Partner with internal teams and external professionals (CPAs, attorneys) to deliver coordinated, integrated planning solutions.</li><li>Mentor and oversee associate planners, supporting their development and helping elevate the team’s overall effectiveness.</li><li>Review financial models, investment policy statements, and portfolio rebalancing to ensure alignment with client objectives.</li><li>Maintain rigorous compliance with fiduciary standards and firm policies while ensuring accurate client documentation.</li><li>Contribute to strategic committees and support targeted business development initiatives that drive firm‑wide growth.</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect.</p><p><br></p><p><strong><u>Financial Planner</u></strong></p><p><strong>About the Role</strong></p><p>Join a boutique, highly respected wealth management firm serving high‑net‑worth and ultra‑high‑net‑worth families. As a <strong>Financial Planner</strong>, you’ll partner closely with an experienced advisor and gain hands‑on exposure to comprehensive planning, investment analysis, and client strategy. This is an excellent opportunity for someone looking for a clear career path, meaningful client relationships, and long‑term professional growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare in‑depth analyses across retirement planning, estate strategies, education funding, and equity compensation.</li><li>Build, update, and maintain financial plans using eMoney and other leading planning tools.</li><li>Research tax updates, market trends, and economic developments to inform client recommendations.</li><li>Support meeting preparation and collaborate with external professionals including CPAs and estate attorneys.</li><li>Monitor client financial situations and help implement planning and investment strategies.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and a competitive 401(k) match.</li><li>Comprehensive medical and dental insurance.</li><li>Generous paid time off: <strong>15 vacation days + 5 sick days + all NYSE holidays</strong>.</li><li>Strong long‑term growth potential with consistent year‑over‑year compensation increases.</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Financial Planner</strong></p><p><strong>About the Role</strong></p><p>Join a boutique wealth management team serving high‑net‑worth and ultra‑high‑net‑worth families. As a <strong>Financial Planner</strong>, you’ll work closely with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, and client strategy. This role offers a clear career path, meaningful client impact, and significant long‑term growth potential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare detailed analyses for retirement planning, estate strategies, education funding, and equity compensation.</li><li>Build and maintain financial plans using eMoney and other industry‑leading planning tools.</li><li>Research tax changes, market trends, and economic developments to support client recommendations.</li><li>Assist with pre‑meeting preparation and coordinate with external professionals such as CPAs and attorneys.</li><li>Monitor client financial situations and assist in implementing planning and investment recommendations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and a competitive 401(k) match.</li><li>Comprehensive medical and dental insurance coverage.</li><li>Generous time off: <strong>15 vacation days + 5 sick days + all NYSE holidays.</strong></li><li>Strong growth potential with consistent year‑over‑year compensation increases.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a highly analytical and intellectually driven <strong>Associate Financial Planner</strong>. This is a rare opportunity to learn directly from a seasoned advisor with 16 years of experience at top wirehouses and now the Managing Director of a boutique family office. Recognized twice as a “Top Financial Advisor Mom” by Working Mother Magazine, she brings deep expertise in comprehensive planning for high-net-worth families—particularly executives at public companies.</p><p>The firm takes a highly customized, strategic approach to wealth management, going far beyond traditional investment management. The Associate Financial Planner will begin in an apprentice-style role, learning the full depth of financial planning and applying that knowledge directly to client families. Over time, this position offers the potential for a long-term career path within the team.</p><p> </p><p><strong>Position Overview</strong></p><p>The Associate Financial Planner will support the advisor in creating sophisticated, bespoke financial plans and working through complex financial challenges unique to high-net-worth clients. This role is ideal for someone who is intellectually curious, analytical, and passionate about delivering excellence in financial planning.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and performance/risk analysis.</li><li>Evaluate client-specific financial situations and build tailored recommendations.</li><li>Stay informed on market conditions, tax law changes, and economic trends to help clients make well-informed financial decisions.</li><li>Support pre-meeting preparation including agendas, tax research, portfolio reviews, and scenario modeling.</li><li>Continuously monitor client financial profiles with accuracy, attention to detail, and strategic insight.</li><li>Build financial projections and assist in crafting best-in-class comprehensive financial plans.</li></ul><p><br></p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a well-established and growing wealth management firm in San Ramon to identify an experienced <strong>Financial Advisor</strong> who is exploring their next career move.</p><p>This role is ideal for a client-focused advisor who enjoys building long-term relationships, delivering thoughtful financial guidance, and growing within a collaborative, values-driven firm. If you’re a Financial Advisor in the East Bay considering a new platform to grow your practice and better serve clients, this could be a strong next step.</p>
<p><strong>Jennifer Fukumae with Robert Half’s Financial Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon, CA</strong>. This firm has been around for 30+ years managing over $2B in Assets Under Management and continues to grow.</p><p> </p><p>This is an excellent opportunity for a motivated professional looking to build a long-term career in wealth management. The firm is seeking a <strong>Trader</strong> who is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an <strong>Advisor career path</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Primary responsibility will be <strong>trading</strong>, with exposure to and learning from the Financial Advisor career path for at least the first 3 years</li><li>Execute early-morning trades submitted by Advisors the prior evening and resolve trade-related issues</li><li>Complete accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac)</li><li>Support Advisors with investment analysis, client meeting preparation, and advisor development activities</li><li>Collaborate with Advisors and CSAs to ensure smooth portfolio operations and client service</li></ul><p> </p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>An amazing opportunity for someone interested in progressing toward the <strong>Advisor </strong>route</li><li>Growth opportunity to join the <strong>Advisor Training Program</strong>, working closely with an individual Advisor</li><li>Exposure to a collaborative RIA environment with strong mentorship</li><li>Stable, growing firm with over $2B AUM and a long-standing reputation</li><li>Hybrid schedule with excellent work-life balance despite early market hours</li><li>Full-time role offering great benefits and PTO.</li></ul><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a <strong>Financial Planner</strong> to deepen client relationships and deliver comprehensive wealth management solutions. This role combines technical expertise, leadership, and exceptional client service. You will work closely with senior advisors, guide team members, and ensure clients receive personalized, high-quality strategies aligned with their goals.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><br></p><ul><li><strong>Build and maintain lasting client relationships</strong> through trust and proactive engagement.</li><li><strong>Review and finalize financial plans</strong>, including balance sheets, strategic roadmaps, estate maps, and cash flow analyses.</li><li><strong>Deliver objective, holistic advice</strong> across investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li><strong>Lead client meetings</strong>—prepare thoroughly, present confidently, and ensure timely execution of follow-up actions.</li><li><strong>Collaborate with internal teams and external partners</strong> (CPAs, attorneys) to provide integrated planning solutions.</li><li><strong>Mentor and supervise associate planners</strong>, fostering their growth and professional development.</li><li><strong>Oversee financial modeling, investment policy reviews, and portfolio rebalancing</strong> to maintain alignment with client objectives.</li><li><strong>Ensure compliance</strong> with fiduciary standards and firm policies while maintaining accurate client records.</li><li><strong>Contribute to strategic committees</strong> and support business development initiatives to drive growth.</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Financial Planner</strong></p><p><br></p><p><strong>About the Role</strong></p><p>Join a boutique wealth management team serving high-net-worth and ultra-high-net-worth families. As an <strong>Financial Planner</strong>, you’ll work directly with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, and client strategy. This role offers a clear career path and significant long-term growth potential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare detailed analyses for retirement planning, estate strategies, education funding, and stock option management.</li><li>Build and maintain financial plans using <strong>eMoney</strong> and other planning tools.</li><li>Research tax and economic developments to inform client strategies.</li><li>Support pre-meeting preparation and collaborate with external professionals.</li><li>Monitor client financial situations and assist with implementation of recommendations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and <strong>401(k) match</strong>.</li><li>Comprehensive <strong>medical and dental coverage</strong>.</li><li>Generous time off: <strong>15 vacation days + 5 sick days + NYSE holidays</strong>.</li><li>Significant growth potential with <strong>year-over-year raises</strong>.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a highly analytical and intellectually driven <strong>Associate Financial Planner</strong>. This is a rare opportunity to learn directly from a seasoned advisor with 16 years of experience at top wirehouses and now the Managing Director of a boutique family office. Recognized twice as a “Top Financial Advisor Mom” by Working Mother Magazine, she brings deep expertise in comprehensive planning for high-net-worth families—particularly executives at public companies.</p><p>The firm takes a highly customized, strategic approach to wealth management, going far beyond traditional investment management. The Associate Financial Planner will begin in an apprentice-style role, learning the full depth of financial planning and applying that knowledge directly to client families. Over time, this position offers the potential for a long-term career path within the team.</p><p> </p><p><strong>Position Overview</strong></p><p>The Associate Financial Planner will support the advisor in creating sophisticated, bespoke financial plans and working through complex financial challenges unique to high-net-worth clients. This role is ideal for someone who is intellectually curious, analytical, and passionate about delivering excellence in financial planning.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and performance/risk analysis.</li><li>Evaluate client-specific financial situations and build tailored recommendations.</li><li>Stay informed on market conditions, tax law changes, and economic trends to help clients make well-informed financial decisions.</li><li>Support pre-meeting preparation including agendas, tax research, portfolio reviews, and scenario modeling.</li><li>Continuously monitor client financial profiles with accuracy, attention to detail, and strategic insight.</li><li>Build financial projections and assist in crafting best-in-class comprehensive financial plans.</li></ul><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a motivated early‑career professional interested in both <strong>trading operations</strong> and progressing toward a <strong>Financial Advisor career path</strong>. This role provides hands‑on trading responsibilities combined with structured exposure to advisor development over the first several years. It’s an excellent opportunity for an individual looking to establish a long‑term career in wealth management, portfolio execution, and client advisory services.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute early‑morning portfolio trades based on internal requests.</li><li>Perform accurate data entry, trading documentation, and workflow updates in portfolio management and CRM systems.</li><li>Assist Advisors with investment research, meeting preparation, and ongoing professional development tasks.</li><li>Support operational processes related to portfolio oversight and account activities.</li></ul><p><strong>Why This Role Is a Great Opportunity</strong></p><ul><li>Clear pathway toward an <strong>Advisor development track</strong>, supported by training and mentorship.</li><li>Exposure to a range of responsibilities beyond trading, allowing for growth into advisory functions.</li><li>Competitive benefits package, including:</li><li>Medical, dental, and vision insurance</li><li>401(k) with 3% matching</li><li>PTO program with increased accrual after tenure</li><li>Standard company holidays</li><li>Opportunity to join a stable and steadily growing wealth management environment.</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect and discuss the opportunity in more detail!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a motivated early‑career professional who’s excited about trading operations and eager to grow into a Financial Advisor career path. This role blends hands‑on trading responsibilities with a structured development program designed to build advisory expertise over your first several years. It’s an excellent fit for someone pursuing a long‑term career in wealth management, portfolio execution, and client advisory services.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute early‑morning portfolio trades based on internal trading instructions</li><li>Perform accurate data entry, trading documentation, and workflow updates within portfolio management and CRM systems</li><li>Support Advisors with investment research, meeting preparation, and ongoing professional development tasks</li><li>Assist with operational processes related to portfolio oversight, account administration, and client service workflows</li></ul><p><br></p><p><strong>Why This Role Is a Great Opportunity</strong></p><ul><li>A clearly defined pathway into an Advisor development track, supported by training and mentorship</li><li>Broad exposure beyond trading, with opportunities to grow into client‑facing advisory responsibilities</li><li>Build your career within a stable, well‑established, and steadily growing wealth management firm</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and discuss the opportunity further!</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a motivated early‑career professional who’s excited about trading operations and interested in progressing toward a <strong>Financial Advisor</strong> career path. This role combines hands‑on trading responsibilities with a structured development track designed to build advisory skills over the first several years. It’s an excellent opportunity for someone seeking a long‑term career in wealth management, portfolio execution, and client advisory services.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute early‑morning portfolio trades based on internal instructions</li><li>Perform accurate data entry, trading documentation, and workflow updates in portfolio management and CRM systems</li><li>Support Advisors with investment research, meeting preparation, and ongoing professional development activities</li><li>Assist with operational processes related to portfolio oversight and account maintenance</li></ul><p><br></p><p><strong>Why This Role Is a Great Opportunity</strong></p><ul><li>A clearly defined pathway toward an <strong>Advisor development track</strong>, supported by training and mentorship</li><li>Broad exposure beyond trading, offering room to grow into client‑facing advisory functions</li><li>Opportunity to build your career within a <strong>stable, steadily growing wealth management firm</strong></li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a growing RIA firm currently at $2B+ in assets under management</strong> to identify a <strong>Trader (with Advisor Track Exposure)</strong> to join their team.</p><p>This fiduciary investment advisory firm specializes in retirement planning and investment supervisory services, taking a long-term, client-focused approach. The firm has been established for nearly 30 years and continues to experience strong growth.</p><p> </p><p><strong>Position Details</strong></p><ul><li><strong>Title:</strong> Trader (Advisor Track Exposure)</li><li><strong>Compensation:</strong> $75,000–$90,000 base (DOE) + bonus</li><li><strong>401(k):</strong> 3% employer match</li><li><strong>Location:</strong> San Ramon, CA (Hybrid – 2–3 days onsite)</li><li><strong>Hours:</strong> ~6:30am–2:00pm; Flexible option to work from home early mornings, then onsite 2–3 days per week</li></ul><p><strong>Role Overview</strong></p><p>This position is ideal for someone looking to get their foot in the door at an RIA and grow into a Financial Advisor career path over time. The primary responsibility will be trading, with structured exposure to advisor development for at least the first three years.</p><p><br></p><p><strong>Responsibilities include:</strong></p><ul><li>Execute early-morning trades submitted by Advisors the prior evening</li><li>Resolve trade issues and follow up on execution items</li><li>Perform accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac)</li><li>Support Advisors with investment analysis and client meeting preparation</li><li>Participate in advisor development and training activities</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p>We are looking for an experienced Finance Manager to lead strategic planning, budgeting, and financial analysis efforts. This role is pivotal in driving organizational success through effective financial modeling and decision-making. The ideal candidate will bring expertise in corporate financial planning and a deep understanding of adaptive insights to help shape the company’s financial future. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead the annual budgeting process and ongoing forecasts, ensuring alignment with organizational goals.</li><li>Consolidate and validate budget requirements; develop multi-year forecasts for revenue, expenses, staffing, and contribution margins.</li><li>Create and maintain KPIs, metrics, and dashboards to monitor performance across departments.</li><li>Prepare detailed variance analyses with insights and actionable recommendations.</li><li>Conduct financial modeling and scenario analyses for key initiatives, programs, and revenue streams.</li><li>Analyze and present complex data clearly using charts, dashboards, and visual reports.</li><li>Develop business plans and financial cases, including ROI, risk, and resource allocation recommendations.</li><li>Deliver concise executive summaries and facilitate data-driven decision-making discussions.</li><li>Act as the primary financial advisor to budget managers, providing proactive guidance and support.</li><li>Develop and lead training sessions to enhance financial literacy and forecasting skills.</li><li>Draft, communicate, and advise on budget policies and financial governance practices.</li><li>Prepare accurate and timely financial reports for senior leadership and the Board of Trustees.</li><li>Produce analytical reports and background materials on institutional finances and resource management.</li><li>Streamline financial data flows and enhance system integration for accurate, centralized reporting.</li><li>Establish data quality standards, perform audits, and maintain consolidated historical data.</li><li>Ensure compliance with institutional policies and applicable laws.</li><li>Participate in community events and organizational initiatives.</li><li>Perform additional duties as assigned.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Financial Planner | Boutique Wealth Management Firm | San Francisco | Hybrid - Mostly Remote | $Base + Bonus</strong></p><p> </p><p>The firm serves high-net-worth clients, including executives, entrepreneurs, and professionals. The firm delivers tailored, results-driven strategies that go beyond traditional investing, helping clients focus on what matters most.</p><p> </p><p>This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor, and clear growth opportunities. Compensation includes bonuses, profit sharing, 401(k) matching, and health benefits in a collaborative, intellectually engaging environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare financial analyses covering retirement, estate, education, and equity compensation.</li><li>Conduct risk and performance reviews to support client plans.</li><li>Analyze unique client scenarios and recommend strategic solutions.</li><li>Prepare meeting materials, research portfolios, and monitor client financials.</li><li>Assist with projections and complex planning projects.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax & Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
