Senior Wealth Analyst | Hybrid

Description
Break into UHNW Wealth Management — Senior Wealth Analyst

Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track.
If interested, message Jennifer Fukumae on LinkedIn for fastest consideration or to chat about other roles in my pipeline.
What You’ll Do

+ Support Wealth Advisors in delivering a high-touch client experience

+ Gather and organize client data to build financial plans and investment proposals

+ Prepare analyses across cash flow, investments, tax, estate, and risk planning

+ Update plans in financial planning software and incorporate advisor/client feedback

+ Assist with portfolio monitoring, account maintenance, and follow-ups after meetings

+ M...