Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.
An established investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a Wealth Advisor to its San Francisco team. This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies. What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.
What You'll Do
- Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.
- Partner with Portfolio Managers to oversee client relationships and implement investment strategies.
- Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.
- Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.
- Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.
- Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.
- Participate in prospect meetings, networking, and business development initiatives.
- Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.
What We're Looking For
- Experience in financial planning, wealth management, or financial advisory.
- Hands-on experience developing and presenting comprehensive financial plans.
- Strong understanding of investment strategies, financial markets, tax planning, and estate planning concepts.
- Experience with financial planning software such as eMoney or MoneyGuidePro.
- Ability to communicate complex financial concepts and recommendations in an approachable way.
- Strong interpersonal and relationship-building skills with a genuine interest in working directly with clients.
- A team-oriented mindset with the ability to take initiative and work independently.
- CFP designation preferred, but not required.
Why Consider This Opportunity?
- Collaborative Culture: Join a close-knit team that values shared ownership, mentorship, and supporting one another.
- Career Growth: Opportunity to gradually develop and take ownership of your own client relationships.
- Professional Development: Ongoing training, education, and support toward obtaining your CFP designation.
- Competitive Compensation: $130K–$170K base salary, depending on experience, plus discretionary bonus.
- Generous Time Off: 23 days of PTO starting day one.
- Flexible Hybrid Schedule: Tuesday–Thursday in the office, with Thursday as the required in-office day. Flexibility around the other days when needed.
- Work-Life Balance: Flexible working hours based on your preferences and client needs, whether that's an earlier 6 AM–2 PM schedule or a traditional 9 AM–5 PM day.
- Comprehensive Benefits: Competitive benefits package.
If you're looking for a wealth advisory role where you can continue developing your financial planning expertise, build meaningful client relationships, and be part of a genuinely collaborative team, this is worth exploring!
