Client Wealth Advisor at Thriving Wealth Management Firm

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

Client Wealth Advisor | Wealth Management Firm | San Francisco; Hybrid; 2-3 Days Onsite

Join a well-established wealth management and investment advisory firm serving high-net-worth individuals, families, foundations, and endowments. Backed by the resources of a larger financial institution while maintaining a boutique, relationship-driven culture, the firm offers a collaborative environment where advisors work closely together to deliver comprehensive wealth management solutions.

This is an excellent opportunity for a wealth management professional who enjoys both financial planning and client relationship management. You'll partner closely with senior advisors and portfolio managers, gain exposure to sophisticated client situations, and play a meaningful role in delivering advice across investments, estate planning, tax strategy, philanthropy, and overall wealth planning. The role offers strong mentorship, career growth, schedule flexibility, and a clear path toward greater client ownership and lead advisor responsibilities.

Responsibilities

• Develop and maintain comprehensive financial plans tailored to client goals
• Partner with Portfolio Managers to support and deepen client relationships
• Advise on financial planning, tax, estate, cash flow, and philanthropic strategies
• Present financial plans and recommendations in a clear, client-friendly manner
• Monitor client portfolios and update planning recommendations as needs evolve
• Build trusted relationships with high-net-worth and ultra-high-net-worth clients
• Support business development through referrals, networking, and prospect meetings
• Collaborate closely with advisors and investment professionals across the firm

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

• Experience in wealth management and comprehensive financial planning
• Strong understanding of estate planning, tax planning, and investment management
• Experience creating and presenting financial plans
• Familiarity with eMoney, MoneyGuidePro, or similar planning tools
• Strong client-facing communication and relationship management skills
• Ability to explain complex financial concepts clearly and confidently
• Collaborative, professional, and client-focused approach
• CFP designation preferred but not required

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

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