Associate Wealth Advisor Job at Robert Half (San Francisco)

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
Free online training

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
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

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 Advisor Associate

We are looking for an experienced Wealth Advisor Associate to support a high-per...

Location

United States , New York

Salary:

100000.00 - 120000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of experience supporting a private wealth, wealth management, or advisory team in a client service, operations, or advisory support capacity
Active Series 7 and Series 66 licenses are required
Background in private wealth management with practical experience supporting client relationships and service delivery
Familiarity with account administration, operational workflows, and investment implementation processes within an advisory environment
Exposure to financial planning and estate planning coordination, with the ability to manage related documentation and follow-up tasks
Strong communication skills, including the ability to interact professionally with clients and internal or external partners
Excellent organizational skills, close attention to detail, and the ability to manage multiple priorities at once with sound judgment and discretion

Job Responsibility

Partner with the lead advisor to organize client meetings, develop materials, document key discussion points, and ensure timely completion of next steps
Oversee day-to-day service for an assigned group of client relationships, delivering responsive support and helping maintain a consistently high standard of client experience
Coordinate investment-related follow-up by preparing review materials, assisting with proposals, supporting portfolio implementation, and recording advisory decisions accurately
Work with internal specialists to turn planning and investment recommendations into clear client communications and actionable deliverables
Facilitate financial planning and estate planning workflows by gathering information, collecting documentation, scheduling discussions, and monitoring progress on open items
Handle core administrative and account service activities, including maintenance requests, form processing, document routing, and general client servicing needs
Maintain strong team organization through accurate CRM updates, structured task management, orderly document retention, and consistent use of standardized materials
Contribute to team initiatives focused on market developments, business priorities, process enhancements, and thoughtful use of AI-enabled tools to improve efficiency and output quality

What we offer

medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime