Associate Financial Advisor Job at Wells Fargo (Grants Pass)

Associate Advisor

Our client, a top-tier Registered Investment Advisor with $10 billion in assets ...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years of experience with an RIA or similar organization, with a proven track record of engaging directly with high-net-worth clients
Certified Financial Planner (CFP) designation is a must
Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes

Job Responsibility

Be the go-to contact for client communications, building lasting relationships
Assess client portfolios and deliver strategic, personalized recommendations
Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations
Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies

What we offer

comprehensive healthcare benefits
generous paid time off
strong commitment to professional growth

Fulltime

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

Finance Associate

We are seeking a Finance Associate to join our team in the Financial Services in...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years experience as a Finance Associate or in a similar role within the Financial Services industry
Proficient in Accounts Payable (AP) and Accounts Receivable (AR) procedures
Experience with Bank Reconciliations
Familiarity with General Ledger and Journal Entries
Proven experience with Month End Close operations
Proficient in using financial software applications such as NetSuite, Oracle, QuickBooks, and SAP
Strong analytical abilities and attention to detail
Excellent communication and organizational skills
Bachelor’s degree in Finance, Accounting, or related field
Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is a plus

Job Responsibility

Treasury and Banking Support
Cash Management and Reconciliation
Investment Administration
Operational and Reporting Support
Account for a high volume of daily activity for various entities in Investran which serves as the general ledger system and the portfolio accounting system
Assist in preparation of regular reporting as well as frequent ad hoc deliverables
Prepare weekly report of investment and cash activity
Reconcile and review cash inflows and outflows daily
Maintain budgets and assist in forecasting of upcoming cash flows
Participate in cash management, such as processing payments and strategically managing cash

What we offer

medical, vision, dental, and life and disability insurance
access to company 401(k) plan

Fulltime

M&A Associate

The Group Strategy and M&A department advises the Executive Committee on the def...

Location

Spain

Salary:

Not provided

Product Life Group

Expiration Date

Until further notice

Requirements

2+ years of experience in M&A, transaction services, private equity, corporate development, strategy consulting, or venture capital
Strong financial analysis, modeling, valuation, and deal structuring skills
Solid understanding of business strategy and financial concepts
Advanced Excel and PowerPoint proficiency
Fluent in English
French is a plus
Proven project management and ability to deliver independently
Strategic thinker with strong communication, negotiation, and relationship-building skills
Integrity, critical thinking, and hands-on approach
International professional experience preferred

Job Responsibility

Conduct research and financial analysis to evaluate potential M&A opportunities, including financial statements, valuation metrics, and key performance indicators
Analyze industry trends, competitive landscapes, and market conditions to assess the financial and strategic viability of potential transactions
Prepare financial projections and scenario analyses to evaluate the potential impact of M&A activities on the company’s financials
Support the due diligence process by gathering and analyzing relevant information, including financial, tax, legal, operational DD
Assist in coordinating due diligence efforts with various internal teams and external advisors, ensuring comprehensive evaluation of target companies
Identify risks, opportunities, and synergies associated with potential transactions, and provide recommendations based on due diligence findings
Prepare detailed reports, including Commercial DD and M&A presentations for the executive board summarizing the analysis and key findings
Assist in drafting and reviewing transaction-related documentation, such as letters of intent, sellers purchase agreements, and disclosure schedules
Maintain organized and updated master target list with last information available
transaction records, including financial models, due diligence materials, and other relevant documentation

New

Client Associate

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as...

Location

United States , Short Hills; New York

Salary:

27.88 - 39.90 USD / Hour

Wells Fargo

Expiration Date

January 30, 2026

Requirements

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate Financial Advisor and client requests for account related information and/or quotes
Schedule and prepare for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements
Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

New

Lead Brokerage Client Assistant - RCAST & Registered

Wells Fargo is seeking a Lead Brokerage Client Assistant – RCAST & Registered in...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

February 04, 2026

Requirements

6+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Serve in the team lead capacity to delegate and monitor completion of tasks directed to the RCAST (Remote Client Associate Support Team) team support model
Support performance of less experienced (RCAST) staff
Provide knowledge and systems support to branch personnel and training for entry-level Brokerage Client Assistants
Foster a positive team dynamic, encourage collaboration and motivate team to achieve high quality and accuracy standards
Facilitate Financial Advisor requests for account related information, establishing and servicing client accounts, furnishing account information, establishing new accounts, preparing forms, researching account inquiries and/or issues, and processing deliveries and payments
Act as the liaison for Financial Advisors and Brokerage Client Assistants by reviewing paperwork for completeness prior to submitting for processing
Utilize prior years of experience in a Client Assistant role, anticipate and proactively seek resolutions to client and business-related issues
Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
Proactively provide feedback and present ideas for improving or implementing administrative and operational processes and tools within RCAST Brokerage Client Support functional area
Viewed by peers as a subject matter expert and sought by others for advice, guidance, and interpretation of procedures

Fulltime

!

New

Client Associate

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as...

Location

United States , Schaumburg

Salary:

25.48 - 36.54 USD / Hour

Wells Fargo

Expiration Date

February 02, 2026

Requirements

2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Assist Profit Formula Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes
Schedule and prepare for appointments with new or prospective clients
Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Profit Formula Financial Advisor(s)
Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing and maintaining files to meet the firm's regulatory requirements
Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

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

Associate Financial Advisor

Wells Fargo

Location:
United States , Grants Pass

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 30, 2026

Expiration:
February 27, 2026

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Location:
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Contract Type:
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Job Posted:
January 30, 2026

Expiration:
February 27, 2026