Wealth Planning Associate / Wealth Manager Job at Robert Half (San Francisco)

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

Wealth Manager - Wealth Management

Location

United Kingdom , London; Ipswich; Greater Manchester; Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Maintaining and deepening relationships within a High Net Worth client base, ensuring clients receive consistent support and remarkable service
Holding RDR Level 4 qualification, complemented by a financial planning qualification, and demonstrating outstanding relationship‑management skills
experience working directly with individuals and families to support their multi-layered financial needs is highly advantageous
Gaining a thorough understanding of clients’ goals, priorities and circumstances, and providing tailored guidance across a broad range of wealth management solutions
Experience of providing Regulated Advice within the UK to High Net worth clients
Experience of building a client base using internal and external networks
Be effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
Knowledge of delivering high quality bespoke advice, maximizing value for our clients and negotiating the best commercial outcome

Job Responsibility

Build and maintain relationships with customers, clients, stakeholders, and strategic partners
Guide clients once their long‑term goals and financial plan have been established, stepping in to implement and manage the strategies
Actively oversee their investment approach, provide thoughtful and ongoing financial advice, make necessary portfolio adjustments, and coordinate with specialists
Build deep, meaningful relationships with clients—listening carefully, understanding what matters most to them, and offering bespoke solutions
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment
Design of customised solutions that address the client's specific needs and objectives
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support
Assessment of financial, legal, and operational risks associated with client relationships

Fulltime

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

Wealth Manager

Join us as a Wealth Manager and take on a role where your experience truly makes...

Location

United Kingdom , Greater Manchester; Liverpool

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Maintaining and deepening relationships within a High Net Worth client base, ensuring clients receive consistent support and remarkable service
Holding RDR Level 4 qualification, complemented by a financial planning qualification, and demonstrating outstanding relationship‑management skills
experience working directly with individuals and families to support their multi-layered financial needs is highly advantageous
Gaining a thorough understanding of clients’ goals, priorities and circumstances, and providing tailored guidance across a broad range of wealth management solutions

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Health and wellness
Gain access to wellness rooms, gyms and mental health support
A place where you can belong
Collaborative Areas
More than work
Be you. Be valued. Belong.

Fulltime

Financial Planning Associate

We are seeking a detail-oriented and client-focused Financial Planning Associate...

Location

United States , Visalia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in financial services, banking, personal banking, mortgage lending, wealth management, client services, or a related field preferred
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Ability to manage multiple projects and deadlines in a fast-paced environment
Professional demeanor with strong client relationship-building skills
Proficiency with Microsoft Office Suite
CRM experience is a plus
Ability to work independently while collaborating effectively with a team

Job Responsibility

Manage financial plan renewals and ensure plans are delivered accurately and on time
Collect, organize, and maintain client financial information and documentation
Prepare financial summaries, analyses, and planning materials for client meetings
Document assumptions, calculations, and planning recommendations
Follow up with clients to validate information and clarify financial objectives
Assist with research and analysis to support client planning strategies
Ensure all action items are completed in a timely and thorough manner
Document all client activity and communications within Redtail CRM
Coordinate and prepare materials, reports, and documentation for upcoming client appointments
Act as a liaison between the advisor and internal partners to ensure seamless communication and execution

What we offer

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

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

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Wealth Planning Associate / Wealth Manager

Job Description

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