CrawlJobs Logo

Wealth Planning Associate / Wealth Manager

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , San Francisco

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a fast-growing San Francisco–based RIA to add a Wealth Planning Associate / Wealth Manager to their team. This is an ideal role for someone who wants to deepen their planning and investment skill set while gaining direct exposure to client relationships, with a clear path toward a future advisor role. If you’re looking for a role where you can accelerate your development, work closely with advisors, and build toward a client-facing career, this is a strong next step.

Job Responsibility:

  • Partner with senior advisors to analyze client financial situations and develop holistic planning strategies
  • Assist in building and refining custom investment portfolios and asset allocation models
  • Support end-to-end client experience, including meeting prep, follow-ups, and action item tracking
  • Create tailored financial proposals and presentations for prospective and existing clients
  • Collaborate with internal investment leadership to deliver portfolio recommendations
  • Help coordinate and manage client meetings while ensuring seamless execution
  • Contribute to team leadership and support overall workflow across advisory functions

Requirements:

  • CFP® designation (or in progress)
  • CFA is also highly valued
  • 4+ years of experience in wealth management, financial planning, or a related role
  • Strong understanding of markets, portfolio construction, and financial planning concepts
  • Experience with tools such as eMoney or MoneyGuidePro (or similar platforms)
  • Advanced proficiency in Excel and strong analytical capabilities
  • Clear communicator with the ability to work with senior stakeholders and high-net-worth clients
  • Someone who is eager to grow into a client-facing advisory role over time

Nice to have:

CFA is also highly valued

What we offer:
  • 100% employer-paid medical, dental, and vision for employees (and partial coverage for dependents)
  • 401(k) with employer match
  • Parental leave and wellness benefits
  • Generous PTO plus additional paid birthday time
  • Monthly wellness and cell phone stipends
  • Learning & development budget to support ongoing growth
  • Donation matching and volunteer time off
  • Flexible benefits and supportive team culture

Additional Information:

Job Posted:
May 03, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Wealth Planning Associate / Wealth Manager

Tax and Wealth Planning Paralegal

Seeking a Taxation and Wealth Planning Paralegal for a firm’s San Francisco offi...
Location
Location
United States , San Francisco
Salary
Salary:
100000.00 - 125000.00 USD / Year
benchmarkmakers.com Logo
Benchmark Makers
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BA or BS degree strongly preferred
  • Associate's degree or paralegal certificate with eight years of comparable work experience
  • Minimum of eight (8) years of experience
  • Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook
  • Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products
  • Ability to work with numbers (e.g., basic math, spreadsheets, bank statements)
  • Excellent written and verbal communication skills
  • Strong problem-solving skills
  • Strong organizational skills
  • Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously
Job Responsibility
Job Responsibility
  • Calendar management, including tax-related deadlines and client calls/meetings
  • Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns
  • Estate administration, including prepare and file probate documents, advise and respond to clients
  • Trust administration, including prepare withdrawal right notices and appointments of successor trustees
  • Prepare trust and estate accountings
  • Draft simple wills and correspondence
  • Apply for tax identification numbers
  • Prepare and file deeds and related documents, review deed records
  • Form entities with Secretary of State office
  • Prepare corporate minutes and maintain minute books
  • Fulltime
Read More
Arrow Right

Senior Wealth Planner

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping ...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
  • Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations
  • Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust
  • A careful approach to identifying and managing risk, while maintaining high standards of compliance
Job Responsibility
Job Responsibility
  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
  • Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
  • Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
  • Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
  • Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
What we offer
What we offer
  • Hybrid working
  • modern workspaces, collaborative areas, and state-of-the-art meeting rooms
  • Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
  • supportive and inclusive culture and environment
  • Fulltime
Read More
Arrow Right

Associate

An award-winning law firm based in Richmond is seeking an ambitious Associate to...
Location
Location
United Kingdom , Richmond, Greater London
Salary
Salary:
65000.00 - 85000.00 GBP / Year
https://brandonjames.co.uk Logo
Brandon James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified Solicitor or Chartered Legal Executive with 4-7 years of private client experience
  • Strong understanding of Private Wealth matters including trusts, estate planning, and probate
  • STEP qualification or working towards (desirable)
  • Excellent client care and communication skills, with a compassionate and professional approach
  • Interest in supporting team growth and external business development
Job Responsibility
Job Responsibility
  • Managing a varied caseload independently including Wills, Lasting Powers of Attorney, Estate administration, Trust creation and administration, Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
  • Supporting clients through sensitive transitions with empathy and professionalism
  • Building long-term, trusted relationships with high-net-worth individuals
  • Assisting in the training and development of junior solicitors and trainees
  • Participating in marketing and business development initiatives to promote the Private Wealth team’s profile in Richmond and the wider region
What we offer
What we offer
  • Flexible hybrid working options
  • 28 days’ annual leave + bank holidays
  • Private medical insurance, income protection & life assurance
  • Firmwide bonus scheme & generous pension contributions
  • Career advancement within a Legal 500 recognised team
  • Fulltime
Read More
Arrow Right

Mid-level Trusts & Estates Associate

This role focuses on advising ultra-high net worth individuals and families—incl...
Location
Location
United States
Salary
Salary:
Not provided
sterlingtonlaw.com Logo
Sterlington
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • J.D. from a top-tier law school
  • LL.M. in Taxation preferred
  • Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
  • 3–6 years of relevant experience in trusts & estates, tax planning, or private client services
  • Strong drafting skills and deep knowledge of estate/gift tax code and regulations
  • Experience working with UHNW clients and complex asset structures
  • Exceptional judgment, discretion, and client service orientation
  • High emotional intelligence and ability to manage complex client relationships with diplomacy and tact
  • Experience advising family offices, business owners and multigenerational wealth structures
Job Responsibility
Job Responsibility
  • Advise UHNW individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters
  • Draft and review sophisticated estate planning documents, including GRATs, IDGTs, SLATs, QTIPs, and charitable trusts
  • Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross-border assets
  • Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions
  • Provide guidance on probate, trust administration, and fiduciary income tax issues
  • Stay current on federal and state tax developments impacting private clients and wealth planning
Read More
Arrow Right

Private Banker

Join us as a Private Banker, where you will take full ownership of ultra-high-ne...
Location
Location
United Kingdom , Glasgow
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven success in managing and advising ultra-high-net-worth clients, with a strong track record of deepening client relationships and growing AUM
  • Ability to drive business growth through acquiring and developing new high-net worth client relationships
  • RDR Level 4 qualified, including Securities and Derivatives, with strong technical understanding of investment and credit products
  • Demonstrated ability to structure and deliver complex solutions across investments, lending, and wealth planning
  • Experience in identifying, monitoring, and managing risk across a sophisticated client portfolio
  • Strong commercial acumen and understanding of global markets, portfolio construction, and regulatory frameworks
Job Responsibility
Job Responsibility
  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
  • Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
  • Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
  • Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
  • Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
What we offer
What we offer
  • Working flexibly
  • Hybrid working
  • Structured approach to hybrid working
  • Supportive and inclusive culture and environment
  • Commitment to providing a supportive and inclusive culture
  • Fulltime
Read More
Arrow Right

Wealth Planning Associate / Lead Wealth Planner

Jennifer Fukumae is seeking a talented financial planning professionals to join ...
Location
Location
United States , Mountain View
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6+ years of financial planning experience, or comparable experience in high-net-worth tax, investment management, or related fields
  • Must hold a CFP® or CFA
  • Strong communication, relationship-building, and client management skills
Job Responsibility
Job Responsibility
  • Participate in client meetings alongside Lead Advisors, collecting and analyzing client data
  • Assist in creating and presenting financial plans using a structured planning process
  • Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management
  • Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports
  • Develop and deepen client relationships through regular communication and proactive service
  • Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans
  • Prepare client and prospect presentations, correspondence, and meeting materials
  • Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates
  • Maintain and expand client, advisor, and prospect databases
  • Support technology integration and document management initiatives to streamline planning processes
What we offer
What we offer
  • Competitive salary, bonus structure, and benefits package
Read More
Arrow Right

Wealth Manager - Wealth Management

Location
Location
United Kingdom , London; Ipswich; Greater Manchester; Birmingham
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Maintaining and deepening relationships within a High Net Worth client base, ensuring clients receive consistent support and remarkable service
  • Holding RDR Level 4 qualification, complemented by a financial planning qualification, and demonstrating outstanding relationship‑management skills
  • experience working directly with individuals and families to support their multi-layered financial needs is highly advantageous
  • Gaining a thorough understanding of clients’ goals, priorities and circumstances, and providing tailored guidance across a broad range of wealth management solutions
  • Experience of providing Regulated Advice within the UK to High Net worth clients
  • Experience of building a client base using internal and external networks
  • Be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
  • Knowledge of delivering high quality bespoke advice, maximizing value for our clients and negotiating the best commercial outcome
Job Responsibility
Job Responsibility
  • Build and maintain relationships with customers, clients, stakeholders, and strategic partners
  • Guide clients once their long‑term goals and financial plan have been established, stepping in to implement and manage the strategies
  • Actively oversee their investment approach, provide thoughtful and ongoing financial advice, make necessary portfolio adjustments, and coordinate with specialists
  • Build deep, meaningful relationships with clients—listening carefully, understanding what matters most to them, and offering bespoke solutions
  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment
  • Design of customised solutions that address the client's specific needs and objectives
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support
  • Assessment of financial, legal, and operational risks associated with client relationships
  • Fulltime
Read More
Arrow Right

Associate Advisor

Our client, a top-tier Registered Investment Advisor with $10 billion in assets ...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4+ years of experience with an RIA or similar organization, with a proven track record of engaging directly with high-net-worth clients
  • Certified Financial Planner (CFP) designation is a must
  • Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes
Job Responsibility
Job Responsibility
  • Be the go-to contact for client communications, building lasting relationships
  • Assess client portfolios and deliver strategic, personalized recommendations
  • Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations
  • Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies
What we offer
What we offer
  • comprehensive healthcare benefits
  • generous paid time off
  • strong commitment to professional growth
  • Fulltime
Read More
Arrow Right