Lead Wealth Architect

Anisa 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.

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

A growing wealth management firm seeking an experienced Lead Wealth Architect to serve as a lead advisor responsible for managing and deepening client relationships, delivering comprehensive financial planning, and mentoring junior advisory team members. This role works closely with internal specialists and external professional partners to provide holistic, client-centered wealth management solutions.

Key Responsibilities:

• Lead client relationships by delivering personalized wealth management and financial planning advice.
• Develop and implement strategies across investments, retirement, tax, estate, and risk planning.
• Conduct client meetings and oversee execution of planning recommendations.
• Manage portfolio implementation, asset allocation, and ongoing investment monitoring.
• Collaborate with internal specialists and external advisors to deliver comprehensive client solutions.
• Review financial plans, reports, and documentation while ensuring regulatory compliance.
• Deepen existing client relationships, support business development efforts, and contribute to strategic initiatives.

Leadership & Team Development

• Mentor and coach associate advisors, supporting their professional development and progression within the organization.
• Provide guidance on client planning, relationship management, investment processes, and operational best practices.
• Foster a collaborative, team-oriented environment focused on knowledge sharing, accountability, and continuous improvement.

Who You Are:

• Experienced wealth management professional with a strong background in comprehensive financial planning and client relationship management.
• Demonstrated ability to deliver sophisticated planning advice and coordinate complex client needs.
• Strong leadership, communication, and relationship-building skills.
• Commitment to fiduciary standards, ethical business practices, and exceptional client service.
• Collaborative, growth-oriented mindset with a passion for mentoring others and contributing to a high-performing team environment.
• Dedicated to ongoing professional development and staying current on industry trends, regulations, and best practices.

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

Qualifications:

• Bachelor’s degree in Business, Finance, Accounting, Economics, or a related field, or equivalent experience.
• Advanced professional designation or graduate degree required (CFP®, CFA, CPA, EA, JD, Master's, or PhD).
• At least 6+ years of financial planning experience with an RIA or a similar firm
• Series 65 preferred.
• Proficiency with Microsoft Office and familiarity with CRM, portfolio management, document management, and custodial platforms.
• Strong communication and relationship building skills

What We're Looking For

• Strong client relationship management and communication skills.
• High net worth tax experience or investment management experience
• High level of integrity, professionalism, and commitment to client service.
• Organized, detail-oriented, and able to manage multiple priorities effectively.
• Self-starter who takes initiative and follows through on commitments.
• Collaborative team player who can also work independently.
• Adaptable, growth-oriented, and committed to continuous learning.
• Demonstrated ability to thrive in an entrepreneurial, fast-paced environment.
• Committed to compliance, accuracy, and delivering high-quality work.
• Positive leadership presence with the ability to mentor and influence others.

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