CrawlJobs Logo
Robert Half Logo Robert Half · Finance

Associate Advisor

United States, San Ramon Employment contract · Job Posted June 01, 2026
Apply Position
Job Link Share

Job Description

A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers.

Job Responsibility

  • Partner with Senior Advisors to prepare financial plans
  • support client meetings
  • analyze client data
  • implement planning recommendations
  • help deliver an exceptional client experience

Requirements

  • 1-5 years of wealth management or financial planning experience
  • Interest in pursuing a career as a Financial Advisor
  • CFP® candidate or desire to pursue CFP® certification
  • Familiarity with planning software such as eMoney, MoneyGuidePro, or RightCapital
  • Securities licenses (or willingness to obtain)

What we offer

  • Competitive base salary + bonus
  • 401(k) match and profit sharing
  • 100% employer-paid medical coverage
  • Tuition and certification reimbursement
  • Generous PTO and additional wellness benefits
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Associate Advisor

8 matching positions

Associate Advisor

This firm manages hundreds of millions in AUM and partners with high-net-worth c...
Location
Location
United States , Danville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning
  • MUST have Wealth Management Experience, no exceptions
  • Proficiency with the Schwab and Orion is strongly preferred
  • Software preferences: eMoney, Redtail, AssetMark
  • Experience supporting advisors and client relationships
  • Experience managing operations, client associates, associate advisors (plus)
  • Detail-oriented, professional, and relationship-driven
Job Responsibility
Job Responsibility
  • Act as a high-level project manager and strategic partner
  • Join client meetings, take notes, and follow up on action items
  • Manage client communication and provide high-level support
  • Help onboard new clients and strengthen relationships
  • Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact
  • Manage the CRM and track client interactions
  • Communicate with custodians, Broker-Dealers, and partners
What we offer
What we offer
  • Professional development with FINRA sponsorships and CFP study programs
  • Mentorship
  • Collaborative culture
  • Strong commitment to work-life balance
  • Access to top jobs, competitive compensation and benefits
  • Free online training
Read More
Arrow Right

Associate Advisor

This firm manages hundreds of millions in AUM and partners with high-net-worth c...
Location
Location
United States , San Ramon
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning
  • MUST have Wealth Management Experience, no exceptions
  • Proficiency with the Schwab and Orion is strongly preferred
  • Software preferences: eMoney, Redtail, AssetMark
  • Experience supporting advisors and client relationships
  • Experience managing operations, client associates, associate advisors (plus)
  • Detail-oriented, professional, and relationship-driven
Job Responsibility
Job Responsibility
  • Act as a high-level project manager and strategic partner
  • Join client meetings, take notes, and follow up on action items
  • Manage client communication and provide high-level support
  • Help onboard new clients and strengthen relationships
  • Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact
  • Manage the CRM and track client interactions
  • Communicate with custodians, Broker-Dealers, and partners
What we offer
What we offer
  • Professional development with FINRA sponsorships and CFP study programs
  • Mentorship
  • Collaborative culture
  • Strong commitment to work-life balance
  • Access to top jobs, competitive compensation and benefits, and free online training
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
Read More
Arrow Right

Associate Advisor

This firm manages hundreds of millions in AUM and partners with high-net-worth c...
Location
Location
United States , San Ramon
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning
  • MUST have Wealth Management Experience, no exceptions
  • Proficiency with the Schwab and Orion is strongly preferred
  • Software preferences: eMoney, Redtail, AssetMark
  • Experience supporting advisors and client relationships
  • Experience managing operations, client associates, associate advisors (plus)
  • Detail-oriented, professional, and relationship-driven
Job Responsibility
Job Responsibility
  • Act as a high-level project manager and strategic partner
  • Join client meetings, take notes, and follow up on action items
  • Manage client communication and provide high-level support
  • Help onboard new clients and strengthen relationships
  • Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact
  • Manage the CRM and track client interactions
  • Communicate with custodians, Broker-Dealers, and partners
What we offer
What we offer
  • Professional development with FINRA sponsorships and CFP study programs
  • Mentorship
  • Collaborative culture
  • Strong commitment to work-life balance
  • Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
  • Eligibility to enroll in company 401(k) plan (for hired contract/temporary professionals)
Read More
Arrow Right

Associate Advisor

This firm manages hundreds of millions in AUM and partners with high-net-worth c...
Location
Location
United States , Danville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning
  • MUST have Wealth Management Experience, no exceptions
  • Proficiency with the Schwab and Orion is strongly preferred
  • Software preferences: eMoney, Redtail, AssetMark
  • Experience supporting advisors and client relationships
  • Experience managing operations, client associates, associate advisors (plus)
  • Detail-oriented, professional, and relationship-driven
Job Responsibility
Job Responsibility
  • Act as a high-level project manager and strategic partner
  • Join client meetings, take notes, and follow up on action items
  • Manage client communication and provide high-level support
  • Help onboard new clients and strengthen relationships
  • Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact
  • Manage the CRM and track client interactions
  • Communicate with custodians, Broker-Dealers, and partners
What we offer
What we offer
  • Professional development with FINRA sponsorships and CFP study programs
  • Mentorship
  • Collaborative culture
  • Strong commitment to work-life balance
  • Access to top jobs, competitive compensation and benefits, and free online training
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
Read More
Arrow Right

Senior Associate

This firm manages hundreds of millions in AUM and partners with high-net-worth c...
Location
Location
United States , Danville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning
  • Experience supporting advisors and client relationships
  • Experience managing operations, client associates, associate advisors (plus)
  • Proficiency with the Schwab and Orion is strongly preferred
  • Software preferences: eMoney, Redtail, AssetMark
  • Detail-oriented, professional, and relationship-driven
Job Responsibility
Job Responsibility
  • Act as a high-level project manager and strategic partner
  • Join client meetings, take notes, and follow up on action items
  • Manage client communication and provide high-level support
  • Help onboard new clients and strengthen relationships
  • Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact
  • Manage the CRM and track client interactions
  • Communicate with custodians, Broker-Dealers, and partners
What we offer
What we offer
  • Professional development with FINRA sponsorships and CFP study programs
  • Mentorship
  • Collaborative culture
  • Strong commitment to work-life balance
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
Read More
Arrow Right

Relationship Manager

This firm manages hundreds of millions in AUM and partners with high-net-worth c...
Location
Location
United States , Danville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning
  • MUST have Wealth Management Experience, no exceptions
  • Proficiency with the Schwab and Orion is strongly preferred
  • Software preferences: eMoney, Redtail, AssetMark
  • Experience supporting advisors and client relationships
  • Experience managing operations, client associates, associate advisors (plus)
  • Detail-oriented, professional, and relationship-driven
Job Responsibility
Job Responsibility
  • Act as a high-level project manager and strategic partner
  • Join client meetings, take notes, and follow up on action items
  • Manage client communication and provide high-level support
  • Help onboard new clients and strengthen relationships
  • Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact
  • Manage the CRM and track client interactions
  • Communicate with custodians, Broker-Dealers, and partners
What we offer
What we offer
  • Professional development with FINRA sponsorships and CFP study programs
  • Mentorship
  • Collaborative culture
  • Strong commitment to work-life balance
Read More
Arrow Right

Client Development & Portfolio Manager

Gray Private Wealth (GPW) is an independent, privately-owned wealth management f...
Location
Location
United States , Canton
Salary
Salary:
140000.00 - 150000.00 USD / Year
gggllp.com Logo
Gray, Gray & Gray
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8-10 years’ experience in a Financial Advisor role with extensive experience crafting and delivering comprehensive financial plans
  • Demonstrable network of centers of influence, business owners, and high net worth individuals
  • CFA or CFP® designation or progress toward certification preferred
  • Experience guiding, developing, and supporting advisors to enhance their skills and capabilities
  • Strong communication, prioritization, and relationship-building skills
  • Proficient in financial reporting systems, CRM software, Microsoft Excel, and Word
  • Experience with the Charles Schwab platform preferred
  • Qualified candidates must submit a cover letter and resume when applying
  • Must be present in-office at least 2 days per week, or more depending on needs of the department
Job Responsibility
Job Responsibility
  • Identify and pursue new business opportunities through networking, referrals, and strategic outreach
  • Qualify prospective clients and guide them through the onboarding process
  • Collaborate with marketing and operations to support lead generation campaigns
  • Maintain a strong understanding of the firm’s value proposition and communicate it effectively to prospects
  • Track and report on business development metrics (e.g., close rate, pipeline growth)
  • Build relationships with centers of influence (COIs) such as CPAs, attorneys, and business owners
  • Stay informed on industry trends and competitor offerings to position the firm effectively
  • Support the development of associate advisors by sharing business development strategies
  • Serve as the primary advisor for new clients won and any assigned clients, delivering comprehensive financial planning and investment advice
  • Conduct discovery meetings to understand client goals, values, and financial considerations
What we offer
What we offer
  • Annual bonus potential contingent on contributions to growth in organic AUM, revenue, and profits
  • Healthcare, Vision, Dental
  • 401k Eligibility with Company Match
  • Education and conferences reimbursement upon completion
  • Fulltime
Read More
Arrow Right
New

Senior Talent Advisor

The Senior Talent Advisor role is an essential business role at Randstad Sourcer...
Location
Location
Australia , Sydney
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
July 31, 2026
Flip Icon
Requirements
Requirements
  • Relevant senior experience in a similar advisor role in a global organization
  • Stakeholder management and client relationship building with Department heads and HR directors
  • Demonstrated track record of understanding clients needs and translating those into effective Talent Advisor strategies
  • Gathering market insights, analyzing and creating market reports
  • Proven track record of innovative client solutions in RPO/MSP and creating business opportunities
  • Project management, process implementation and improvement
  • Extensive knowledge in RPO and/or MSP globally in multiple industries and sectors globally
  • Up to date with the latest Talent Advisor trends in the market, innovative tooling and methods
  • Employer branding and employer value proposition creation
  • Traveling (regional and global) could be part of your role
Job Responsibility
Job Responsibility
  • Forming a clear picture of where the client’s organization is, what the challenges are and what the future state will look like
  • Gathering market intelligence from market insights reports, internal and external sources and sharing with client and internal team
  • Building and analyzing market knowledge, tooling and methods
  • Bringing internal insights and external market insights together to craft the Talent strategies with the clients
  • Optimizing a wide variety of processes, procedures and precedents to interpret data and to align with the priorities of the clients strategy
  • Driving innovation by proactively identifying and coming up with innovative ideas
  • Independently cooperating and partnering with client stakeholders e.g. Senior Leaders, Department Heads and HR Directors
  • Being a strategic advisor and developing strong relationships to maintain quality client delivery and solve client challenges
  • Leading conversations with clients, diagnosing problems, giving advice and developing solutions with support of Senior/Principal Talent Advisor colleagues and internal subject matter experts
  • Responsible for defining and supporting the building of desirable, feasible, viable and sustainable Talent strategy for our clients
  • Fulltime
Read More
Arrow Right