Associate Wealth Architect

Anisa Henry is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

✨ Associate Wealth Architect 📍 Mountain View, CA (Hybrid) 🏢 Growing Wealth Management Firm 💰 Competitive Base + Bonus + Profit Sharing

Anisa is partnered with a growing, client-focused wealth management firm seeking an Associate Wealth Architect to support the delivery of comprehensive financial planning and wealth management services. This opportunity is ideal for someone who enjoys building meaningful client relationships, simplifying complex financial concepts, and contributing to clients' long-term financial success.

The firm fosters a collaborative, team-oriented culture centered on integrity, service excellence, continuous learning, and professional growth. Team members are encouraged to develop their expertise while making a meaningful impact on both clients and colleagues.

Responsibilities:

• Collaborate with senior advisors in a team-based advisory environment, gaining exposure to a variety of planning and client engagement approaches.
• Participate in client meetings, gather financial and personal information, develop financial plans, and assist in presenting recommendations.
• Work cross-functionally with advisory, investment, and client service teams to support all aspects of the wealth management process.
• Collect and organize client financial information, goals, and objectives.
• Analyze and review financial documents to support planning recommendations.
• Assist in preparing financial plans, investment policy statements, and portfolio review materials.
• Support the implementation and ongoing monitoring of client financial strategies, including coordination with external professional advisors when appropriate.
• Prepare client communications, presentations, and meeting materials.
• Maintain and update client, prospect, and advisor records within firm systems.
• Assist with technology initiatives, operational enhancements, and workflow improvements.
• Support document management and process optimization efforts.

For fastest consideration, reach out to Anisa Henry via email or LinkedIn.

Qualifications:

• Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field, or equivalent professional experience.
• 0 to 5 years of experience in the financial services industry; experience within a wealth management or financial planning environment is preferred.
• Series 65 license preferred, or willingness to obtain; pursuit of advanced credentials such as CFP®, CFA, EA, JD, Master's degree, or PhD is encouraged.
• Proficiency with Microsoft Office and familiarity with CRM systems, portfolio management software, document management platforms, and custodial technology is preferred.
• High communication and relationship building skills

Desired Skills & Attributes

• Demonstrates the highest level of integrity, professionalism, and commitment to client service.
• Strong relationship-building skills with the ability to establish trust and rapport with clients and colleagues.
• Organized, detail-oriented, and capable of managing multiple priorities while maintaining accuracy.
• Excellent verbal, written, and interpersonal communication skills.
• Self-motivated with the ability to work independently while thriving in a collaborative team environment.
• Adaptable, flexible, and receptive to change, new ideas, and continuous improvement.
• Dependable, accountable, and willing to take on new challenges and responsibilities.
• Committed to compliance, ethical business practices, and delivering high-quality work.
• Growth-oriented mindset with a dedication to ongoing professional development.
• Ability to succeed in a fast-paced, entrepreneurial, and team-focused organization.

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.