• Sr. Wealth Manager - Emerging RIA Firm

    Robert Half Finance & Accounting (Mill Valley, CA)


    Description

    Senior Wealth Manager

     

    Industry: Financial Services / Wealth Management

     

    An established independent RIA firm in the Bay Area is seeking a Senior Wealth Manager to lead high-net-worth client relationships, mentor junior advisors, and drive strategic growth initiatives. This is a rare opportunity for a seasoned advisor to join a collaborative, purpose-driven team focused on holistic financial well-being.

     

    About the Firm

     

    The firm serves high-net-worth individuals and families, with a mission rooted in personal fulfillment, empowerment, and community impact. Advisors are encouraged to go beyond financial metrics to help clients achieve meaningful life outcomes.

    Role Summary

    As a Senior Wealth Manager, you’ll manage your own book of business, cultivate new client relationships, and play a key leadership role in shaping the firm’s future. The ideal candidate thrives in a values-based environment and is passionate about mentoring and strategic contribution.

    Key Responsibilities

    + Serve as the primary advisor for high-net-worth clients

    + Deliver comprehensive financial planning and investment advisory services

    + Develop and refine strategies across retirement, tax, estate, investment, and risk management

    + Mentor and develop associate advisors, fostering a culture of excellence

    + Ensure adherence to regulatory standards and internal policies

    + Source and onboard new clients aligned with the firm’s mission

    + Build referral networks through centers of influence

    + Represent the firm at marketing, networking, and community events

    + Lead initiatives to enhance client experience and operational efficiency

    + Collaborate with leadership on firm-wide strategic goals

     

    Compensation & Benefits

     

    + Competitive revenue-sharing model plus performance-based bonuses

    + Pathway to equity ownership

    + 401(k) with company match

    + Generous PTO and paid holidays

    + Leadership and growth opportunities within the firm

    + Access to advanced training, industry conferences, and networking

     

    Interested in learning more? Let’s connect! Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to explore whether this opportunity aligns with your next career move.

    Requirements

    Qualifications

    Education

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

    Experience

    + At least 8 years of experience in financial planning, wealth management, or investment advisory

     

    Certifications

     

    + CFP® designation required

    + Series 65 or equivalent licensing required

     

    Skills

     

    + In-depth expertise in financial planning and investment strategy

    + Excellent interpersonal and communication skills

    + Proven ability to lead and mentor team members

    + Strategic mindset with strong problem-solving capabilities

     

    Ready to take the next step?

     

    We’d love to hear from you. Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore whether this opportunity aligns with your career goals.

     

    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) .