Description Financial Advisor San Francisco, On-stie Up to $149,000 base + bonus + equity Jennifer Fukumae is partnering with a nationally recognized, planning-first RIA to identify a Financial Advisor for their San Francisco office. This firm manages more than $30B in client assets across 2,000+ families and is committed to helping clients, colleagues, and their broader community live richer, more purposeful lives. Role Overview The Advisor will serve as a trusted resource for high-net-worth clients, providing comprehensive financial planning and investment advice. Acting as the first point of contact, you’ll guide clients through complex wealth strategies while collaborating with a highly skilled team dedicated to delivering exceptional outcomes. Key Qualifications + 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients. + CFP® designation required. + Strong ability to manage multiple client relationships while maintaining organizational excellence across teams. + Exceptional communication and relationship-building skills. Responsibilities + Act as primary contact for client communications and relationship management. + Review portfolios and deliver tailored investment recommendations. + Prepare comprehensive meeting materials, including cash flow and asset allocation analyses. + Conduct advanced financial modeling, including tax-loss harvesting, equity compensation, and wealth transfer strategies. Requirements Why Join This Firm? + Rapid Growth: One of the fastest-growing RIAs, fueled by client trust and a planning-first approach. + Mission & Culture: Values-driven environment focused on helping clients and teammates thrive. + Training & Development: Programs to build both technical skills and leadership capabilities. + Equity & Ownership: Profit sharing and long-term incentives so everyone shares in the firm’s success. + National Reach, Boutique Feel: Offices across the U.S. with a collaborative, community-focused culture. + Giving Back: Committed to philanthropy through revenue and time contributions to nonprofits. 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) .