Robert Half Finance & Accounting Wealth Manager (CFP) - Boutique $500M Wealth Mgt Firm in San Francisco, California

Please email Ren at with your updated resume or call (415) 434-1900 extension 21262 to be considered for the opportunity below. Our client is a San Francisco-based independent, fee-only wealth, and cutting edge management boutique providing both financial planning and investment management services to individuals and families since 1987, with AUM of about $500M. The Wealth Manager provides administrative support and services to the client services and financial planning departments. The primary responsibility of a Wealth Manager is to create client delight in the servicing of accounts. This role offers fantastic career growth and variety.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on FortuneĀ® magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 844.539.2523 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

Ā© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Req ID: 00412-9501119136

Functional Role: Relationship Manager

Country: USA

State: CA

City: San Francisco

Postal Code: 94111

Compensation: DOE

Requirements: The ideal candidate will have Ideally 3+ years doing planning within a boutique RIA, ideally with experience in Junxure and Worldox. Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, free lunches, encouraging detail oriented development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail, please email your updated resume at or call (415) 434-1900 extension 21262.