Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Lead Wealth Advisor | Wealth Management Firm | SF; Hybrid - 2 Days Onsite only
Our client is a highly regarded wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. This is an exceptional opportunity to advise sophisticated clients, lead complex relationships, and work alongside a collaborative team dedicated to delivering personalized wealth planning and investment solutions.
Join a growing, relationship-driven firm where you'll have significant client exposure, direct access to leadership, and a clear path for long-term growth. The firm offers a collaborative, low-ego culture, flexible hybrid schedule, strong work-life balance, continuing education support, competitive compensation, bonus, profit sharing, and partnership potential.
Responsibilities
- Lead and manage complex client relationships as a trusted advisor
- Deliver comprehensive wealth management, investment, and financial planning advice
- Develop customized investment strategies and long-term planning recommendations
- Partner with internal specialists to provide holistic client solutions
- Lead client meetings, portfolio reviews, and ongoing relationship management
- Oversee onboarding, account activity, and client service execution
- Support business development through referrals and relationship building
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
- 10+ years of wealth management, investment management, or financial planning experience
- Experience advising high-net-worth and ultra-high-net-worth clients
- CFP, CFA, CPA, JD, CAIA, or similar designation preferred
- Series 65 license required
- Strong investment, financial planning, and portfolio management expertise
- Excellent communication, relationship management, and business development skills
- Proven ability to lead complex client engagements in a collaborative environment
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.