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

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

New

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

Human Resource & Payroll Advisor

As an HR & Payroll Advisor, you will be at the heart of the organisation, provid...

Location

United Kingdom , Folkestone

Salary:

36000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

CIPD Level 3 Qualification (Associate member) or equivalent experience
Demonstrable experience working in a busy HR or Payroll environment and providing Employee relation advice
Previous experience working with integrated HR and payroll systems
Experience using SAP would be an advantage but not essential
The ability to communicate in French or another European Language is desirable but not essential

Job Responsibility

Offer expert HR and payroll advice to employees, guiding them on policy implementation and procedures
Manage all aspects of employee administration, including onboarding, contracts, maternity cases, and processing leavers
Assist in payroll processing, ensuring compliance with company policies and payroll legislation
Handle post-payroll tasks such as third-party payments and statutory payments (SMP, SSP)
Maintain accurate employee files, ensuring personal data is up-to-date and compliant with data protection regulations
Validate sickness documentation and monitor staff absence, providing insights to the HR Business Partner as needed
Respond to queries regarding contracts, pay, and benefits, escalating issues as necessary
Conduct interviews and support recruitment processes, administering assessments where required
Facilitate attendance management and flexible working discussions with line managers
Organise and support external events, including job fairs and Long Service Awards

What we offer

25 days annual leave
26 hours of additional leave per annum
Non-Contributory Private Healthcare Scheme (taxable benefit)
Healthcare Cash Plan
Company Defined Contribution Pension Scheme
Permanent Disability Insurance Scheme (if in Pension Scheme)
Life Assurance
Company Share Incentive Plan
Subsidised catering + free tea and coffee
Travel Card (Employee and partner)

Fulltime

Human Resource & Payroll Advisor

As an HR & Payroll Advisor, you will be at the heart of the organisation, provid...

Location

United Kingdom , Folkestone

Salary:

36000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

CIPD Level 3 Qualification (Associate member) or equivalent experience
Demonstrable experience working in a busy HR or Payroll environment and providing Employee relation advice
Previous experience working with integrated HR and payroll systems
Experience using SAP would be an advantage but not essential
The ability to communicate in French or another European Language is desirable but not essential

Job Responsibility

Offer expert HR and payroll advice to employees, guiding them on policy implementation and procedures
Manage all aspects of employee administration, including onboarding, contracts, maternity cases, and processing leavers
Assist in payroll processing, ensuring compliance with company policies and payroll legislation
Handle post-payroll tasks such as third-party payments and statutory payments (SMP, SSP)
Maintain accurate employee files, ensuring personal data is up-to-date and compliant with data protection regulations
Validate sickness documentation and monitor staff absence, providing insights to the HR Business Partner as needed
Respond to queries regarding contracts, pay, and benefits, escalating issues as necessary
Conduct interviews and support recruitment processes, administering assessments where required
Facilitate attendance management and flexible working discussions with line managers
Organise and support external events, including job fairs and Long Service Awards

What we offer

25 days annual leave
26 hours of additional leave per annum
Non-Contributory Private Healthcare Scheme (taxable benefit)
Healthcare Cash Plan
Company Defined Contribution Pension Scheme
Permanent Disability Insurance Scheme (if in Pension Scheme)
Life Assurance
Company Share Incentive Plan
Subsidised catering + free tea and coffee
Travel Card (Employee and partner)

Fulltime

Human Resource & Payroll Advisor

As an HR & Payroll Advisor, you will be at the heart of the organisation, provid...

Location

United Kingdom , Folkestone, Kent

Salary:

36000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

CIPD Level 3 Qualification (Associate member) or equivalent experience
Demonstrable experience working in a busy HR or Payroll environment and providing Employee relation advice
Previous experience working with integrated HR and payroll systems
Experience using SAP would be an advantage but not essential
The ability to communicate in French or another European Language is desirable but not essential

Job Responsibility

Offer expert HR and payroll advice to employees, guiding them on policy implementation and procedures
Manage all aspects of employee administration, including onboarding, contracts, maternity cases, and processing leavers
Assist in payroll processing, ensuring compliance with company policies and payroll legislation
Handle post-payroll tasks such as third-party payments and statutory payments (SMP, SSP)
Maintain accurate employee files, ensuring personal data is up-to-date and compliant with data protection regulations
Validate sickness documentation and monitor staff absence, providing insights to the HR Business Partner as needed
Respond to queries regarding contracts, pay, and benefits, escalating issues as necessary
Conduct interviews and support recruitment processes, administering assessments where required
Facilitate attendance management and flexible working discussions with line managers
Organise and support external events, including job fairs and Long Service Awards

What we offer

25 days annual leave
26 hours of additional leave per annum
Non-Contributory Private Healthcare Scheme (taxable benefit)
Healthcare Cash Plan
Company Defined Contribution Pension Scheme
Permanent Disability Insurance Scheme (if in Pension Scheme)
Life Assurance
Company Share Incentive Plan
Subsidised catering + free tea and coffee
Travel Card (Employee and partner)

Fulltime

Human Resource Advisor

As an HR Advisor, you will be at the heart of the organisation, providing essent...

Location

United Kingdom , Folkestone

Salary:

36000.00 - 37000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

CIPD Level 3 Qualification (Associate member) or equivalent experience
Demonstrable experience working in a busy HR environment and providing Employee relation advice
Previous experience working with integrated HR and payroll systems
Experience using SAP would be an advantage but not essential
The ability to communicate in French or another European Language is desirable but not essential

Job Responsibility

Offer expert HR and occasional payroll advice to employees, guiding them on policy implementation and procedures
Manage all aspects of employee administration, including onboarding, contracts, maternity cases, and processing leavers
Maintain accurate employee files, ensuring personal data is up-to-date and compliant with data protection regulations
Validate sickness documentation and monitor staff absence, providing insights to the HR Business Partner as needed
Respond to queries regarding contracts, pay, and benefits, escalating issues as necessary
Conduct interviews and support recruitment processes, administering assessments where required
Facilitate attendance management and flexible working discussions with line managers
Organise and support external events, including job fairs and Long Service Awards
Produce reports for the team and maintain the HR Intranet with timely updates

What we offer

25 days annual leave
26 hours of additional leave per annum
Non-Contributory Private Healthcare Scheme (taxable benefit)
Healthcare Cash Plan
Company Defined Contribution Pension Scheme
Permanent Disability Insurance Scheme (if in Pension Scheme)
Life Assurance
Company Share Incentive Plan
Subsidised catering + free tea and coffee
Travel Card (Employee and partner)

Fulltime

Human Resource Advisor

As an HR Advisor, you will be at the heart of the organisation, providing essent...

Location

United Kingdom , Folkestone

Salary:

36000.00 - 37000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

CIPD Level 3 Qualification (Associate member) or equivalent experience
Demonstrable experience working in a busy HR environment and providing Employee relation advice
Previous experience working with integrated HR and payroll systems
Experience using SAP would be an advantage but not essential
The ability to communicate in French or another European Language is desirable but not essential

Job Responsibility

Offer expert HR and occasional payroll advice to employees, guiding them on policy implementation and procedures
Manage all aspects of employee administration, including onboarding, contracts, maternity cases, and processing leavers
Maintain accurate employee files, ensuring personal data is up-to-date and compliant with data protection regulations
Validate sickness documentation and monitor staff absence, providing insights to the HR Business Partner as needed
Respond to queries regarding contracts, pay, and benefits, escalating issues as necessary
Conduct interviews and support recruitment processes, administering assessments where required
Facilitate attendance management and flexible working discussions with line managers
Organise and support external events, including job fairs and Long Service Awards
Produce reports for the team and maintain the HR Intranet with timely updates

What we offer

25 days annual leave
26 hours of additional leave per annum
Non-Contributory Private Healthcare Scheme (taxable benefit)
Healthcare Cash Plan
Company Defined Contribution Pension Scheme
Permanent Disability Insurance Scheme (if in Pension Scheme)
Life Assurance
Company Share Incentive Plan
Subsidised catering + free tea and coffee
Travel Card (Employee and partner)

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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