Wealth Associate Job at Robert Half (Lafayette)

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

New

Client Service Associate | Wealth Management

A growing boutique wealth management firm is looking to add a Client Service Ass...

Location

United States , San Carlos

Salary:

75000.00 - 115000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

1–5 years of experience within an RIA, brokerage, or family office
Strong organizational skills and attention to detail
Positive, proactive mindset with a desire to grow in wealth management

Job Responsibility

Support client onboarding, account opening, and ongoing account servicing
Prepare materials for client meetings and assist with follow-up tasks
Coordinate with custodians and client partners such as accountants and attorneys
Assist with financial planning support and client communications
Maintain accurate client records and manage workflows within CRM systems

Fulltime

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

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

Senior Client Service Associate — Wealth Management

We're recruiting on behalf of a well-established boutique RIA that is deliberate...

Location

United States , Woodland Hills

Salary:

85000.00 - 110000.00 USD / Year

Strategic Employment Partners

Expiration Date

Until further notice

Requirements

3+ years of Senior CSA experience
RIA or wealth management firm background
Direct HNW client interaction
Full ownership of account ops — openings, transfers, ACATs
Schwab Advisor Services experience (Tamarac a plus)
Experience mentoring or guiding junior staff
Series 65 preferred but not required
US Citizens and Permanent Residents are welcome to apply
Unable to provide sponsorship at this time

Job Responsibility

You'll be working directly with high-net-worth clients, owning account operations end-to-end, and mentoring junior associates as the team scales
The right person takes ownership, communicates proactively, and genuinely thrives in a senior client service role

What we offer

Discretionary bonus

Fulltime

Client Relationship Associate, Wealth Management

As an entry-level Customer Relationship Associate, you serve as the initial poin...

Location

United States , Boston

Salary:

70000.00 - 80000.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance or related business field is preferred and considered in lieu of experience
1-3 years of Financial services or related experience in lieu of Bachelor's degree
CRPC designation will be expected to be garnered within 12 – 24 months from start date
Strong commitment to the client relationship experience
Working knowledge of retirement and retirement income planning
Full adherence to FINRA/DOL fiduciary standards
Dedication to delivering an outstanding client experience
Willingness to share best practices
Strong work ethic
Combination of inbound and outbound calling experience

Job Responsibility

Handle retail client inbound call volumes and all associated client service requests (30+ inbound calls/day and support for all client service execution for the Investor Channel team)
Assist with account set-up, documentation and basic transactions
Support advisors with scheduling and follow-ups
Learn financial services basics and begin licensing preparation
Other duties as assigned

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

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Wealth Associate

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