Description Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Wealth Manager / Senior Wealth Manager Location: Mill Valley, CA (Hybrid: 2-3 days/week onsite) Salary: $150,000 – $200,000+ (DOE) + Bonus + Profit Sharing (Senior WM) Company Details: We are partnering with an independent SEC-registered investment advisory firm based in Mill Valley. The firm offers personalized financial services to high-net-worth individuals and families and is known for its collaborative culture and commitment to delivering holistic, purpose-driven wealth management. Responsibilities: + Manage and nurture client relationships by providing tailored financial planning and investment advice + Develop comprehensive strategies covering retirement, tax, estate, insurance, and portfolio management + Support business growth through client referrals and expanding networks + Collaborate with team members to ensure consistent delivery of high-quality client service + Maintain compliance and accurate records of all client interactions + (Senior Wealth Manager) Lead complex client engagements, mentor junior advisors, and contribute to firm-wide strategic initiatives Requirements + Bachelor’s degree in Finance, Business, or related field + Certified Financial Planner™ (CFP®) designation required + Series 65 or equivalent license preferred + 5+ years of relevant wealth management or financial planning experience (8+ years preferred for Senior Wealth Manager) + Strong interpersonal, communication, and client relationship skills + Demonstrated leadership and mentoring experience for senior-level candidates + Strategic mindset and ability to thrive in a team-oriented, client-first environment Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. 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) .