Description **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Wealth Advisor, CFP Employment Type: Full-Time Location: Millbrae; Hybrid Salary: $150-170k + Bonus A wealth management firm specializing in financial planning and investment advisory services for global law firms is seeking a Wealth Advisor to join their team in San Francisco. This role involves working with high-net-worth (HNW) clients. Responsibilities: + Collaborate with team members to develop holistic financial strategies, addressing key areas such as cash flow management, goal setting, retirement strategies, tax efficiency, risk mitigation, and insurance analysis. + Analyze financial scenarios to identify opportunities and provide strategic recommendations. + Deliver engaging, interactive financial presentations during client meetings. + Prepare for and participate in quarterly client reviews, offering valuable financial insights. + Manage the onboarding process for new client accounts, ensuring a seamless experience. + Liaise with custodians to resolve service-related issues efficiently. + Contribute to business growth initiatives and client acquisition efforts. Requirements Requirements: + 4 years of recent wealth management experience specifically in family planning + Bachelor's Degree is a plus + Series 65 + Financial, Tax, and Retirement experience + CFP or scheduled to take CFP exam + BlackDiamond is a huge plus + Competitive Salary + 401K Plan + Full Benefits medical /dental / vision **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. 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) .