Financial Advisor | Wealth Management Firm Job at Robert Half (San Mateo)

Senior Client Service Associate | Wealth Management Firm

A growing, client-focused wealth advisory practice in the Bay Area is seeking a ...

Location

United States , Concord

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
Strong understanding of investment products, account structures, and regulatory frameworks
Excellent interpersonal and client relationship skills
Experience working with CRM systems, financial planning tools, and Microsoft Office
Series 65 license (or equivalent) preferred or willingness to obtain

Job Responsibility

Partner with financial advisors to support onboarding and integration of new client relationships
Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
Maintain accurate client and prospect records across CRM and internal systems
Serve as a trusted support partner during client meetings and relationship management activities
Lead select client review meetings and assist with presenting financial planning updates
Gather and organize client financial data to support comprehensive planning and investment strategy discussions
Assist with preparation and implementation of financial plans
Respond to client inquiries regarding accounts, transactions, and planning-related requests
Support account opening, maintenance, and servicing across multiple custodial platforms
Ensure all client interactions and activities are documented within CRM systems

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Entry Level Advisor – Wealth Management

A growing wealth management firm in Northern Virginia is seeking an Entry Level ...

Location

United States Virgin Islands , Tysons Corner

Salary:

75000.00 - 85000.00 USD / Year

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
CFP designation or CFP coursework highly preferred
Interest in long-term growth into a client advisory role
Strong internship experience and completed coursework toward CFP will be considered

Job Responsibility

Respond to client inquiries and correspondence in a timely manner
Assist with client onboarding and account administration
Maintain accurate client records in CRM and other internal systems
Support client transactions, including deposits, withdrawals, and service requests
Build trust and rapport with clients and internal teams
Collect, organize, and audit client data to support financial planning recommendations
Assist in preparing financial plans under supervision
gradually take on independent plan preparation
Participate in client meetings, prepare materials, document meeting outcomes, and manage follow-up tasks
Develop technical knowledge of investment portfolios, rebalancing, and reporting tools

What we offer

plus bonus

Fulltime

Wealth Management Advisor

Our client, a leading Registered Investment Advisory firm in the Twin Cities, is...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 3 years of experience in financial planning or a related field
Strong knowledge of financial planning principles, including retirement and investment strategies
Proficiency in tax planning and strategies
Excellent client engagement and relationship management skills
Ability to explain complex financial concepts in an easy-to-understand manner
Commitment to providing exceptional service in a collaborative team environment
CFP preferred or desire to obtain

Job Responsibility

Develop and implement customized financial plans covering areas such as retirement, investment strategies, cash flow management, tax planning, asset protection, and estate planning
Conduct detailed financial analyses tailored to individual client goals, values, and priorities
Prepare for and actively participate in client meetings, ensuring comprehensive follow-up and gradually assuming full management of client relationships
Lead client meetings independently, explaining complex financial concepts and strategies with clarity
Work closely with the Client Service Team to ensure seamless client support and service delivery
Build new client relationships by collaborating with community strategic partners
Contribute to the firm’s collective goals by fostering teamwork and supporting colleagues

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

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

Private Wealth Management / Personal Finance Advisor

Join our team as a Private Wealth Management / Personal Finance Advisor and offe...

Location

India , Noida

Salary:

Not provided

AquSag Technologies

Expiration Date

Until further notice

Requirements

5+ years of hands-on experience and leadership in private wealth management or personal finance advisory at a leading financial institution (e.g., Schwab Private Client Services, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, Edward Jones, Fidelity Investments, Vanguard, and similar firms)
Proven track record designing and implementing investment personalized portfolios, expense management processes, and decision-making strategies tailored to client-specific risk profiles and income
Expertise in delivering high-touch client service to clients across varying levels of financial circumstance, from everyday retail to mass-affluent to HNW/UHNW. Experience will ideally include all forms of financial planning (retirement, mortgage, budgeting, investments) across different client segments
Strong analytical skills with the ability to synthesize complex financial data into actionable recommendations
Exceptional written and verbal communication skills, prioritizing clarity, empathy, and professionalism
Ability to thrive in a remote, collaborative, and fast-paced environment
Unwavering commitment to ethical standards and client confidentiality

Job Responsibility

Deliver expert personal finance guidance to individuals with varying risk profiles and income levels
Work closely with researchers to provide asynchronous feedback and expertise that enhance advisory solutions at scale
Design and manage strategies for portfolio construction, expense management, and financial decision-making that align with individual client risk profiles and goals, including complex scenarios
Leverage extensive experience from leading private wealth management and personal finance practices to drive best-in-class outcomes
Demonstrate exemplary written and verbal communication in all client and team interactions
Maintain the utmost discretion, professionalism, and a client-first approach throughout all advisory engagements

Fulltime

Associate Financial 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
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
401(k) plan (for contract/temporary professionals)

Associate Financial 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
Medical, vision, dental, and life and disability insurance
401(k) plan
Educational support
Free online training

Fulltime

Associate Financial 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

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Financial Advisor | Wealth Management Firm

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