Associate Advisor Job at Robert Half (San Francisco)

Wealth Management Associate

This role has perks that are unmatched by its competitors. Plus, this position d...

Location

United States , Chicago

Salary:

90000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Detail orientated
outside of the box thinking
energetic
legally authorized to work in the United States

Job Responsibility

Answering phones/delivering messages
Scheduling client reviews and updating any changes prior to the client meeting
Client Reporting: Orion Software
Cash Balance Reports review with registered advisor/ monthly
Investment Policy Questionnaires with clients and recording results
Money Movement between accounts or institutions
New Account Opening/Ongoing Maintenance
First point of contact and return client service requests
529 College distributions to university payment centers
Client indirect marketing/ birthday gifts, center of influence small events

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
PTO

Fulltime

Associate Advisor

This firm manages hundreds of millions in AUM and partners with high-net-worth c...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

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)

Associate Advisor

This firm manages hundreds of millions in AUM and partners with high-net-worth c...

Location

United States , Danville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

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

Wealth Advisory Associate

Jennifer Fukumae with Robert Half's Financial Services division is partnering wi...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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
Series 7, 66, 65, CFP®, ChFC® or similar is a plus, but not required
Bachelor’s degree
Proficient in Microsoft Office, Excel, and Google Sheets
Life insurance experience is a strong plus

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
Handle client paperwork — from opening accounts to transfers and updates
Provide clear, consistent client communication
Prepare meeting agendas and client presentations

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training
access to top jobs, competitive compensation and benefits

Senior Associate

This firm manages hundreds of millions in AUM and partners with high-net-worth c...

Location

United States , Danville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

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

Senior Operations Associate

This firm manages hundreds of millions in AUM and partners with high-net-worth c...

Location

United States , Danville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

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

Relationship Manager

This firm manages hundreds of millions in AUM and partners with high-net-worth c...

Location

United States , Danville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

Professional development with FINRA sponsorships and CFP study programs
Mentorship
Collaborative culture
Strong commitment to work-life balance

Client Development & Portfolio Manager

Gray Private Wealth (GPW) is an independent, privately-owned wealth management f...

Location

United States , Canton

Salary:

140000.00 - 150000.00 USD / Year

Gray, Gray & Gray

Expiration Date

Until further notice

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

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

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

Associate Advisor

Robert Half

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 25, 2025

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