Description Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term? Jennifer Fukumae with Robert Half is working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence. If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore. Responsibilities + Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families + Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service + Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination + Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs + Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination + Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management + Support ongoing client communications, meeting preparation, and follow-up action items + Contribute to internal projects and process improvements to enhance client experience and operational efficiency + Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery Requirements + Bachelor’s degree or equivalent professional experience + 1–3+ years of experience in a Registered Investment Advisor (RIA), wealth management firm, brokerage, or family office environment + Familiarity with custodial and wealth tech platforms such as Fidelity, Schwab, Orion, and Salesforce strongly preferred + Demonstrated ability to work independently with strong ownership, sound judgment, and proactive problem-solving skills + High attention to detail with the ability to manage multiple priorities in a fast-paced environment + Strong interpersonal skills with the ability to communicate professionally with high-net-worth clients and external advisors + Team-oriented mindset with the ability to collaborate across departments If you are curious about making a move to a new Wealth Management firm, please send Jennifer Fukumae a message on LinkedIn to have a discussion! Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .