Wealth Analyst | Join a Premier Wealth Management Firm Servi

Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA

 Compensation: Up to $120K + Bonus (up to 20%) + Profit Sharing

 Location: San Francisco Financial District (Hybrid – 2 days/week)

If you're looking for a role that goes far beyond spreadsheets and support work, this could be the career move you've been waiting for.

Join a highly respected wealth management firm that advises ultra-high-net-worth individuals and multi-generational families, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning.

This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst.

 What You'll Do

✔ Build and refine comprehensive financial plans

✔ Analyze investment portfolios and prepare client recommendations

✔ Create portfolio models and performance reports

✔ Prepare materials for client meetings and participate in client discussions

✔ Partner closely with Wealth Managers on sophisticated planning and investment strategies

Qualifications:

Compensation

$100,000.00-$120,000.00 Yearly

About Us

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 and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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.

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