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Associate Advisor

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Danville

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Responsibility:

  • Support Senior Advisors with financial planning and investment strategies
  • Participate in client meetings and manage follow-ups
  • Assist with onboarding new clients and building relationships
  • Prepare reports, recommendations, and financial analyses
  • Handle client service tasks, CRM updates, and paperwork
  • Help improve workflows and insurance proposals

Requirements:

  • 2–6 years of experience in wealth management including financial planning
  • Strong communication and advisor support skills
  • Experience with Schwab, Orion, eMoney, or Redtail a plus
  • Bachelor’s degree required
  • Series 7/66/65, CFP®, or ChFC® a plus
  • Proficiency in Excel/Google Sheets and financial analysis
  • Detail-oriented, professional, and relationship-driven

Nice to have:

  • Experience with Schwab, Orion, eMoney, or Redtail a plus
  • Series 7/66/65, CFP®, or ChFC® a plus
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 15, 2026

Work Type:
Hybrid work
Job Link Share:

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