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Description

Senior Wealth Manager

Industry: Financial Services / Wealth Management

An independent RIA firm in the Bay Area is seeking a Senior Wealth Manager to lead high-value client relationships, mentor junior advisors, and contribute to firm-wide strategic initiatives. This is a unique opportunity for a seasoned professional to join a collaborative, client-first team focused on holistic financial well-being.

About the Firm

The firm serves high-net-worth individuals and families, emphasizing personal fulfillment, empowerment, and community engagement. Advisors are encouraged to think beyond financial returns and help clients achieve meaningful life outcomes.

Role Overview

The Senior Wealth Manager will manage a personal book of business, source and close new client relationships, and play a leadership role in firm growth. The ideal candidate thrives in a values-driven environment and is ready to take on strategic and mentoring responsibilities.

Key Responsibilities

+ Serve as lead advisor for high-net-worth clients

+ Deliver comprehensive financial planning and investment advisory services

+ Develop and adjust plans covering retirement, tax, estate, investment, and risk management

+ Mentor associate advisors and foster a culture of excellence

+ Ensure compliance with regulatory standards and firm policies

+ Source and close new client relationships aligned with firm strategy

+ Engage with centers of influence to generate referrals

+ Participate in marketing, networking, and community events

+ Lead initiatives to improve processes and client experience

+ Collaborate with leadership on strategic goals

Compensation & Benefits

+ Percentage of revenue managed plus goals-based bonus

+ Potential for equity ownership

+ 401(k) with company match

+ Paid time off and holidays

+ Leadership opportunities within the firm

+ Access to advanced training, conferences, and industry networking

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect

Requirements

Qualifications

Education

+ Bachelor’s degree in finance, business administration, or related field

Experience

+ Minimum 8 years in financial planning, wealth management, or investment advisory

Certifications

+ CFP® designation required

+ Series 65 or equivalent licensing required

Skills

+ Deep knowledge of financial planning and investment strategies

+ Strong interpersonal and communication skills

+ Proven leadership and mentoring capabilities

+ Strategic thinker with problem-solving abilities

Excited about this role? We’d love to hear from you!

Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

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) .