Description
If interested, reach out to Jennifer Fukumae on LinkedIn for quickest consideration.


Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track.


What You’ll Do

+ Support Wealth Advisors in delivering a high-touch client experience

+ Gather and organize client data to build financial plans and investment proposals

+ Prepare analyses across cash flow, investments, tax, estate, and risk planning

+ Update plans in financial planning software and incorporate advisor/client feedback

+ Assist with portfolio monitoring, account maintenance, and follow-ups after meetings

+ Manage tasks and client records in CRM (e.g., Salesforce)

+ Coordinate wi...