Associate Wealth Advisor Job at Robert Half (Minneapolis)

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

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

Mid-level Trusts & Estates Associate

This role focuses on advising ultra-high net worth individuals and families—incl...

Location

United States

Salary:

Not provided

Sterlington

Expiration Date

Until further notice

Requirements

J.D. from a top-tier law school
LL.M. in Taxation preferred
Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
3–6 years of relevant experience in trusts & estates, tax planning, or private client services
Strong drafting skills and deep knowledge of estate/gift tax code and regulations
Experience working with UHNW clients and complex asset structures
Exceptional judgment, discretion, and client service orientation
High emotional intelligence and ability to manage complex client relationships with diplomacy and tact
Experience advising family offices, business owners and multigenerational wealth structures

Job Responsibility

Advise UHNW individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters
Draft and review sophisticated estate planning documents, including GRATs, IDGTs, SLATs, QTIPs, and charitable trusts
Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross-border assets
Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions
Provide guidance on probate, trust administration, and fiduciary income tax issues
Stay current on federal and state tax developments impacting private clients and wealth planning

New

Portfolio Management Associate

Our Wealth Management client is looking for a skilled Portfolio Management Assoc...

Location

United States , New York

Salary:

110000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in portfolio management, trade execution, portfolio research or analysis
Comprehensive understanding of modern portfolio theory, including strategic and tactical asset allocation
Strong preference for experience using Envestnet Tamarac
Advanced skills in Microsoft Excel, Word, and PowerPoint, along with familiarity with research tools such as Morningstar Direct, FactSet, and Bloomberg
Commitment to maintaining confidentiality and adhering to ethical standards in portfolio management

Job Responsibility

Collaborate with Wealth Advisors and the investment team to maintain client portfolios in alignment with asset allocation targets, including tasks such as rebalancing, investing cash, raising funds for distributions, and tax loss harvesting
Oversee and manage the trading platform, Envestnet Tamarac, ensuring account maintenance, trade settings, and reconciliation are completed accurately
Execute firmwide trading initiatives efficiently, including block trading
Actively participate in the firm's Investment Committee, contributing to strategic decisions
Build and maintain relationships with third-party investment solution providers, such as FactSet
Monitor and analyze portfolio performance to provide insights that support investment strategies
Ensure compliance with investment policies and regulatory requirements
Provide detailed reporting and updates to clients and stakeholders regarding portfolio management activities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

New

Senior Client Service Associate

You will support an exclusive group of high-net-worth corporate executives, entr...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of client service experience, ideally within a RIA or wealth management firm
Experience with Schwab is a major plus
Securities licensing is helpful
licenses can be held by the firm
Strong organization skills and proven attention to detail
Exceptional interpersonal, verbal, and written communication abilities

Job Responsibility

Serve as the main contact for clients and prospects
manage ongoing communication via phone and email
Participate in client meetings, assist with presentations, and support the delivery of strategic client work
Research and respond to client inquiries, escalating issues when needed
Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management
Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling
Process equity, mutual fund, and fixed-income trades for brokerage clients
work within custodial platforms, CRM systems, and APX portfolio management tools
Support account maintenance, paperwork, and follow-up with custodians and internal departments

What we offer

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

Tax Associate Director – Inheritance & Trust Specialist

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
Strong experience and the ability to lead projects, with support from senior members of the team, in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters
An in depth, up to date, knowledge of taxation including Trust and IHT related matters
Experience of reviewing Trust accounts and associated tax aspects
Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
Experience of dealing with client senior management
Can guide and supervise less experienced colleagues
Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
Staff management experience
Leads projects of varying scale and complexity

Job Responsibility

Manage funds, businesses and trusts of individuals, families and entrepreneurs
Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs
Work across a truly diverse portfolio of global clients
Work proactively and manage your own tasks
Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

What we offer

Health and wellness programmes
Pension plan with matched employer contributions
Private medical access for you and your family
Income protection plan
Holiday purchase scheme (up to 10 days additional leave)
Bike to work scheme
Agile working
Programmes, resources, and frameworks for career development
Mentoring and coaching
State-of-the-art collaboration spaces

Client Services Associate

We are looking for a dedicated and detail-oriented individual to join our client...

Location

United States , Philadelphia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of two years of administrative experience working with detailed information
Previous experience in financial services, brokerage, or advisor teams
Strong organizational skills and ability to manage multiple priorities effectively
Excellent verbal and written communication skills
Proficiency in Microsoft Office applications, particularly Excel
High school diploma required
Motivated team player with a commitment to continuous growth

Job Responsibility

Prepare and process account documentation to support client service operations
Compile onboarding packets and create reports for client meetings
Provide administrative assistance for financial planning and investment advisory services
Coordinate with financial institutions to manage account setups, transfers, and maintenance
Organize and maintain accurate client records, ensuring timely handling of sensitive documents and correspondence
Assist advisors by preparing review materials, generating reports, and managing mail logistics
Schedule and organize office meetings and facilitate client communications
Work onsite at least two days per week to support operational needs

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Head of Business Risk APAC, Wealth Investment Solutions

Citi’s Wealth business serves the needs of clients across the entire wealth spec...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree required
15+ years of leadership experience in large global financial firms
Deep global risk assessment and mitigation leadership experience across financial services
Core understanding of US regulations including (ex:SRO/ FINRA requirements, Investment Advisors Act, Regulation Best Interest, Reg 9/ Fiduciary requirements, Federal and state insurance regulations)
Proven ability to demonstrate a growth mindset and achieve results in challenging situations
Track record of operating successfully in a complex and highly regulated business environment
Demonstrated ability to drive customer journey improvements with enhanced controls
Experience driving results through influence / thought leadership and a structured approach across cross functional teams
Knowledge of best practices in Operational Risk, Compliance, Credit and Financial Operations
Advanced analytical ability, asks insightful questions, break analytical challenges into workable components and draws meaningful conclusions. Well versed in breaking down complex matters into core issues and root causes that can be more readily addressed

Job Responsibility

Senior business leader who will lead and coordinate an integrated approach to manage, measure and mitigate operating risks across Investment Solutions
Assess, support, review, challenge MCA as delegate to Key Risk Owner and Control Owners
Drive timely, quality closure of MRAs, issues and risk/control tracking
Harmonization, enhancement, and greater integration of Wealth policies, standards, procedures
Leadership and coordination of key initiatives, governance issues/escalations
Design/evaluate/implement business routines ensure proactive assessment, discussion and action aligned with operating routines
Partner with risk and control professionals to ensure governance routines are effective and aligned with all aspects of risk and strategy
Supporting the Investments Leadership team and their specific organizations with assessment of operational, compliance and reputational risks and the design of effective controls to support business growth and expansion agenda
Take an end-to-end view to drive greater integration and simplification and automation of controls to accelerate the path to scale across Investment Solutions globally
Effectively partner with appropriate stakeholders to strengthen their ability to make data driven impactful decisions, policy / process improvements, and structure and operationalize controls

Fulltime

Associate Wealth Advisor

Robert Half

Location:
United States , Minneapolis

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 03, 2026

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Location:United States , Minneapolis

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Job Description:

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