• Wealth Manager

    Robert Half Finance & Accounting (Mill Valley, CA)


    Description

    Wealth Manager

     

    Industry: Financial Services / Wealth Management

     

    A respected independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a Wealth Manager to join its collaborative and client-focused team. This is an exciting opportunity for an experienced advisor to manage high-net-worth relationships, deliver comprehensive financial planning, and contribute to the growth of a values-driven firm.

     

    About the Firm

     

    The firm is committed to helping clients achieve a holistic sense of wealth—defined not just by financial success, but by personal fulfillment, well-being, and impact. Advisors are empowered to build meaningful relationships and deliver high-touch service that aligns with this philosophy.

    Position Overview

    The Wealth Manager will serve as a trusted advisor to a growing book of high-net-worth clients, providing tailored financial planning and investment advice. This role is ideal for professionals with 5+ years of experience who are ready to take on more responsibility and grow within a dynamic team.

    Key Responsibilities

    Client Relationship Management

     

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

    + Deliver personalized financial planning and investment advisory services

    + Manage and grow client relationships through firm referrals and personal efforts

    + Provide proactive, high-touch service aligned with the firm’s values

     

    Financial Planning & Wealth Management

     

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

    + Regularly review and adjust plans and portfolios based on client goals and market conditions

     

    Business Development

     

    + Support senior advisors in client acquisition

    + Build relationships within the firm’s network and participate in community events

     

    Professional Growth & Contribution

     

    + Engage in firm-wide initiatives to enhance client experience and operational efficiency

    + Pursue ongoing professional development and stay current with industry best practices

     

    Compliance & Record-Keeping

     

    + Ensure adherence to regulatory standards and firm policies

    + Maintain accurate records of client interactions and financial strategies

     

    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 & Experience

     

    + Bachelor’s degree in Finance, Business Administration, or related field

    + Minimum 5 years of experience in financial planning, wealth management, or investment advisory

     

    Certifications

     

    + CFP® designation required

     

    Skills & Attributes

     

    + Strong foundation in financial planning and investment strategies

    + Excellent interpersonal and communication skills

    + Self-motivated with a growth mindset

    + Team-oriented and collaborative

     

    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) .