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

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 Advisory Associate

Jennifer Fukumae with Robert Half's Financial Services division is partnering wi...

Location

United States , San Ramon

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
Series 7, 66, 65, CFP®, ChFC® or similar is a plus, but not required
Bachelor’s degree
Proficient in Microsoft Office, Excel, and Google Sheets
Life insurance experience is a strong plus

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
Handle client paperwork — from opening accounts to transfers and updates
Provide clear, consistent client communication
Prepare meeting agendas and client presentations

What we offer

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