Wealth Advisor - San Francisco Bay Area

Robert Half • San Francisco, CA • 5d ago

Description

Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Lead Wealth Advisor at a RIA. This is a full-time permanent role based in San Francisco with a Hybrid schedule.

Join a well-established and globally respected asset management firm known for delivering diverse financial solutions to investors worldwide. This is your chance to be part of an exceptional wealth advisory team managing nearly billions in assets.

You'll benefit from hands-on mentorship, clear career progression, and succession planning while working alongside a top-tier team with outstanding tenure. Enjoy competitive compensation, a collaborative culture, and the opportunity to support an influential advisor making a real impact in the industry.

Responsibilities:

Be the key contact for high-net-worth clients and institutions.

Deliver outstanding client service with personalized investment insights.

Leverage extensive knowledge of financial markets to meet client needs.

Develop strong client relationships using a strategic approach.

Use company resources to ensure world-class service and credibility.

*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Requirements

8+ years of wealth management experience.

MUST HAVE CFA, CFP or CIMA.

Series 7 and 66 licenses.

Proven proficiency in complex financial planning for high-net-worth clients.

Outstanding collaboration, communication, and teamwork skills.

Bachelor's or Master's degree.

Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

Similar Jobs

Senior Accountant

Adecco US, Inc. • San Francisco, CA • 2h ago

Finance & Accounting

Adecco is recruiting for a Senior Accountant to join in San Francissco, CA. Description. We are looking to hire a Senior Accountant on the Global Consolidations & Intercompany Team to work on a multitude of projects...

2h ago

Go to Apply

Lead Software Engineer - Android

Disney Entertainment • San Francisco, CA • 2h ago

IT & Engineering

Technology is at the heart of Disney's past, present, and future. Disney Entertainment and ESPN Product & Technology is a global organization of engineers, product developers, designers, technologists, data scientist...

2h ago

Go to Apply

Principal Software Engineer - Android

Disney Entertainment • San Francisco, CA • 2h ago

IT & Engineering

2h ago

Go to Apply

Unit Secretary, Nursing

Sutter Health • San Francisco, CA • 2h ago

Hospital & Medical

We are so glad you are interested in joining Sutter Health! Organization: CPMC-California Pacific Med Center Van Ness Position Overview: Provides a variety of routine and specialized clerical and administrative duties in...

2h ago

Go to Apply

Manager, Accounting

Vera Therapeutics • Brisbane, CA • 2h ago

Finance & Accounting

Title: Manager, Accounting Location: Brisbane, California About Us: Vera Therapeutics (Nasdaq: VERA), is a late clinical-stage biotechnology company focused on developing treatments for serious immunological diseases. Ve...

2h ago

Go to Apply

Staff Machine Learning Data Scientist - Women's Health

Oura • San Francisco, CA • 3h ago

Hospital & Medical

At Oura, our mission is to empower every person to own their inner potential. With our award-winning Oura Ring and app, we help over 2.5 million people turn insights about sleep, activity, and readiness into healthier, m...

3h ago

Go to Apply

Product Manager

Meta • Burlingame, CA • 3h ago

Management & Administrative

Summary: Meta Product Managers work with cross-functional teams of engineers, designers, data scientists and researchers to build products. We are looking for extremely entrepreneurial Product Managers to help innovate a...

3h ago

Go to Apply

Product Manager

Meta • San Francisco, CA • 3h ago

Management & Administrative

3h ago

Go to Apply

Bartender, Cable 55 Restaurant - Parc 55 San Francisco, a Hilton Hotel

Hilton • San Francisco, CA • 7h ago

Retail & Hospitality

The chic Parc 55 San Francisco is looking to hire our next experienced Bartender for Cable 55. Here you will enjoy great perks like complimentary shift meals, discounted parking, plus room discounts for you and your fami...

7h ago

Go to Apply

Customer Service Supervisor

Transdev • Oakland, CA • 7h ago

Management & Administrative

Customer Service Training Supervisor Transdev in Oakland, CA is hiring a Customer Service Training Supervisor. The Training Supervisor is responsible for leading a small team of Reservationist and maintaining training an...

7h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.