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Robert Half Logo Robert Half · Finance

Wealth Analyst

United States, San Francisco Employment contract 120000.00 USD / Year · Job Posted June 29, 2026
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Job Description

Join a highly respected wealth management firm that advises ultra-high-net-worth individuals and multi-generational families, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning. This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst.

Job Responsibility

  • Build and refine comprehensive financial plans
  • Analyze investment portfolios and prepare client recommendations
  • Create portfolio models and performance reports
  • Prepare materials for client meetings and participate in client discussions
  • Partner closely with Wealth Managers on sophisticated planning and investment strategies

Requirements

  • 2+ years in wealth management or financial planning
  • Exposure to financial planning and investment management
  • CFP® designation or actively pursuing CFP coursework
  • Strong analytical, communication, and client-facing skills
  • Someone who enjoys learning, collaborating, and taking ownership

What we offer

  • Bonus (up to 20%)
  • Profit Sharing
  • Partner/ownership track for high performers
  • Excellent work-life balance
  • CFP education sponsorship
  • Ongoing professional development
  • Collaborative culture
  • Casual work environment
  • Generous PTO
  • Strong healthcare coverage
  • Parental leave
  • Charitable gift matching
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