Description **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: VP Wealth Advisor Employment Type: Full-Time Location: San Francisco; Hybrid Salary: $150-200K _ Bonus A privately owned, global investment management firm, dedicated to serving both institutional and individual investors, provides a comprehensive range of financial solutions. Its diverse offerings include traditional and alternative equity and fixed income strategies, private equity, and commodities, along with tailored portfolio guidance and wealth planning services. With a flexible and expansive platform, the firm is committed to adapting to the evolving needs of its clients. Responsibilities: + Act as a primary contact for high-net-worth individuals, endowments, foundations, and family offices, addressing complex financial matters such as portfolio management, retirement planning, philanthropy, and estate planning. + Deliver exceptional client service and investment guidance, customized to meet each client's unique financial goals, investment objectives, risk tolerance, and suitability. + Leverage a deep understanding of financial markets and the firm’s offerings to align the most appropriate strategies and services with clients’ financial needs and aspirations. + Take responsibility for cultivating and enhancing client relationships with the firm. + Establish trust and credibility by focusing on clients' investment goals and providing reliable, client-centered advice. + Adopt a consultative approach when engaging with clients and potential clients. + Identify and pursue opportunities for business growth by fostering relationships with third-party referral partners such as accountants, attorneys, and other financial advisors. Requirements Requirements: + Bachelor Degree is required + CFA/CFP highly preferred + 8+ years experience in Wealth Management + Experience with complex financial planning + Collaborative and able to partner with advisors at the firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** 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. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .