Associate Wealth Advisor Job at Robert Half (Minneapolis)

Associate Wealth Advisor

We are looking for an Associate Wealth Advisor to join a high-performing team in...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
4–8 years of relevant experience in private wealth management, wealth management, or a closely related advisory environment
A credential such as CFP, CFA, CPA, JD, or a similar designation is required
Strong understanding of financial planning principles, investment concepts, wealth accumulation, and wealth preservation strategies
Excellent verbal and written communication skills with the ability to interact effectively in client-facing settings
Well-developed organizational skills and attention to detail in managing multiple priorities and follow-up items
Demonstrated commitment to client service and the ability to work effectively with advisors, colleagues, and external partners

Job Responsibility

Partner with senior advisors to develop financial planning analyses and support tailored wealth strategies for clients
Contribute to investment recommendation preparation by gathering data, organizing insights, and helping ensure materials are ready for review
Participate in client meetings, document key takeaways, and coordinate timely follow-up on action items and service needs
Assist with new client onboarding, account setup, and ongoing administrative activities to maintain accurate and efficient account management
Work closely with internal teams and external partners to help deliver a seamless and responsive client experience
Help manage day-to-day client relationship needs by addressing requests, tracking priorities, and supporting service delivery
Prepare clear, organized planning and meeting materials that help advisors present recommendations effectively
Gradually assume greater responsibility for selected client relationships as experience, judgment, and advisory capability grow

What we offer

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

Fulltime

Associate Wealth Advisor

A growing independent wealth management firm is expanding its team. Known for de...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in wealth management or financial services
Active Series 65, CFP, CPA, or CFA required
Strong understanding of financial planning and fiduciary standards
Excellent communication, organization, and relationship management skills
Experience with financial planning and CRM platforms preferred (eMoney, Orion, Practifi, Schwab Advisor Center)
Collaborative mindset with a strong desire to learn and grow in a fast-paced environment

Job Responsibility

Prepare and update financial plans using planning software
Support advisors with comprehensive financial planning and client service
Participate in client meetings and maintain ongoing client relationships
Assist with account administration, investment service requests, and portfolio maintenance
Help improve workflows, processes, and client service delivery
Collaborate with advisors and internal specialists to support client goals
Stay current on compliance requirements, firm policies, and industry trends

What we offer

Competitive compensation with bonus potential
Strong benefits
Educational support
Clear long-term growth opportunities

Fulltime

Associate Wealth Advisor

Claris Advisors (Anders Affiliate) is seeking an Associate Wealth Advisor who is...

Location

United States , St. Louis

Salary:

70000.00 - 80000.00 USD / Year

Anders Minkler Huber & Helm LLP

Expiration Date

Until further notice

Requirements

Bachelor’s degree
2+ years of financial services experience
Obtain Series 65 license or equivalent within 120 days of employment if not already obtained
A clean U4
Excellent written and verbal communication skills
Expert attention to detail
Strong organizational and time-management skills
Ability to work independently or as a team
Knowledge of financial industry, financial products, and financial planning concepts
Ability to work efficiently in a fast-paced environment, meet deadlines and adapt to team needs

Job Responsibility

Manage and execute both direct portfolio trading and indirect third-party portfolio trading
Develop and implement new client portfolios, assisting Senior Advisors where necessary
Facilitate and conduct cash management reviews, including report generation, meeting coordination, and trade execution
Conduct client reviews and build strong client relationships through the delivery of exceptional service and advice
Assist Senior Advisors with the daily management of client portfolios, wealth analysis, new client onboarding, and client/prospect review preparation
Conduct comprehensive financial assessments and analysis for clients to understand their financial goals, risk tolerance, and investment objectives
Develop personalized wealth management plans tailored to each client's individual needs, considering factors such as income, expenses, assets, liabilities, and time horizon
Provide strategic advice on investment opportunities, asset allocation, portfolio diversification, and wealth preservation strategies
Develops mastery of Claris Advisors investment philosophy
Mastery of technology stack offered, including CRM system and custodian websites

What we offer

Professional development opportunities
Benefits that directly impact mental, physical and financial wellness
Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer

Fulltime

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

Wealth Management Associate Advisor

The Associate Advisor is a client-facing advisory role within our wealth managem...

Location

United States , Elk Grove Village

Salary:

80000.00 - 120000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

Active FINRA Series 7 and Series 66 licenses required
2+ years of experience in wealth management, advisory support, financial planning, or client-facing financial services
Strong written and verbal communication skills with high attention to detail, sound judgement and effective time management
Working knowledge of Redtail, Nitrogen, MoneyguidePro
Ability to obtain Illinois Life and Health insurance licenses within 6 months of employment
CFP® designation preferred but not required
Bachelor's degree in a business-related field preferred

Job Responsibility

Prepare for client meetings by gathering and organizing data, updating planning software, building meeting materials, and documenting action items and follow-up tasks
Respond to client inquiries and collaborate with operations, compliance, and internal specialists to ensure accurate and timely execution
Partner with senior advisors to develop and deliver comprehensive financial planning strategies tailored to client goals and long-term objectives
Analyze client financial situations, including retirement readiness, tax-efficient strategies, investment allocation, estate considerations, and risk management needs
Participate in client meetings and contribute to relationship management through proactive planning discussions and strategic guidance
Collaborate with advisory team members to enhance the client experience, improve planning processes, and support firm growth initiatives
Conduct investment and market research to support portfolio construction, asset allocation decisions, and ongoing planning recommendations
Over time, this role will take on increased responsibility for managing client relationships, serving as a key point of contact for many of the firm’s emerging and smaller client households while continuing to collaborate with the broader advisory team

Fulltime

Wealth Planning Associate / Wealth Manager

Jennifer Fukumae with Robert Half’s Financial Services Division is partnering wi...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CFP® designation (or in progress)
CFA is also highly valued
4+ years of experience in wealth management, financial planning, or a related role
Strong understanding of markets, portfolio construction, and financial planning concepts
Experience with tools such as eMoney or MoneyGuidePro (or similar platforms)
Advanced proficiency in Excel and strong analytical capabilities
Clear communicator with the ability to work with senior stakeholders and high-net-worth clients
Someone who is eager to grow into a client-facing advisory role over time

Job Responsibility

Partner with senior advisors to analyze client financial situations and develop holistic planning strategies
Assist in building and refining custom investment portfolios and asset allocation models
Support end-to-end client experience, including meeting prep, follow-ups, and action item tracking
Create tailored financial proposals and presentations for prospective and existing clients
Collaborate with internal investment leadership to deliver portfolio recommendations
Help coordinate and manage client meetings while ensuring seamless execution
Contribute to team leadership and support overall workflow across advisory functions

What we offer

100% employer-paid medical, dental, and vision for employees (and partial coverage for dependents)
401(k) with employer match
Parental leave and wellness benefits
Generous PTO plus additional paid birthday time
Monthly wellness and cell phone stipends
Learning & development budget to support ongoing growth
Donation matching and volunteer time off
Flexible benefits and supportive team culture

Fulltime

Wealth Planning Associate / Lead Wealth Planner

Jennifer Fukumae is seeking a talented financial planning professionals to join ...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

6+ years of financial planning experience, or comparable experience in high-net-worth tax, investment management, or related fields
Must hold a CFP® or CFA
Strong communication, relationship-building, and client management skills

Job Responsibility

Participate in client meetings alongside Lead Advisors, collecting and analyzing client data
Assist in creating and presenting financial plans using a structured planning process
Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management
Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports
Develop and deepen client relationships through regular communication and proactive service
Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans
Prepare client and prospect presentations, correspondence, and meeting materials
Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates
Maintain and expand client, advisor, and prospect databases
Support technology integration and document management initiatives to streamline planning processes

What we offer

Competitive salary, bonus structure, and benefits package

Associate Advisor

A thriving wealth management firm with $4.5B+ in AUM is looking for an Associate...

Location

United States , San Francisco

Salary:

85000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

1–5 years of financial planning or wealth management experience
Exposure to the planning process and a strong desire to grow in advisory
SIE, Series 7, 66 (or 63/65), and Life & Health license (or ability to obtain)
CFP® track or strong desire to pursue it
Experience with planning tools like eMoney, MoneyGuidePro, or RightCapital is a plus
Strong communication skills and a client-first mindset

Job Responsibility

Partner with Senior Advisors to support high-net-worth client relationships
Help build and execute comprehensive financial plans
Prepare for client meetings, analyze financial data, and implement recommendations
Coordinate with Operations, Compliance, and Client Services to deliver a seamless experience
Build confidence, judgment, and technical expertise to eventually manage relationships independently

What we offer

Bonus
Excellent Benefits
5% 401(k) Match

Fulltime

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