Wealth Preservation Associate Job at Robert Half (Chicago)

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

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

Estate Planning Senior Associate

High-End Boutique Firm Seeks Estate Planning Senior Associate or Junior Partner....

Location

United States , Westwood

Salary:

300000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

7+ years of estate planning experience, including advanced estate planning strategies for high-net-worth clients
Interest in partnership track with potential for long-term growth
Licensed to practice law in California

Job Responsibility

Advise high-net-worth clients on estate planning and gift tax strategies, implementing advanced planning to preserve wealth across generations
Handle complex tax planning, including charitable contributions, compensation issues, real estate exchanges, entity formation, sales, reorganizations, and marital dissolutions
Draft and execute core and advanced estate planning documents to minimize income, gift, estate, and generation-skipping transfer taxes
Guide clients on trust and probate administration, business succession planning, charitable giving, and business or real estate transactions
Conduct in-depth tax research and provide strategic recommendations

What we offer

Anthem Blue Cross health coverage (firm-paid 100% of employee premium)
Simple IRA with firm matching contributions up to 3% of salary
18 days (144 hours) PTO accrued annually
Paid parking
Paid State Bar membership and other professional dues
Pre-approved CLE
Opportunity to build a successful personal client book
Sophisticated, well-known clientele and high-touch advisory work
Low firm-wide billable expectations promote work-life balance
Mentorship from senior partners

Fulltime

Estate Planning Associate

A highly regarded law firm is seeking an Estate Planning Associate to join its s...

Location

United States , Westwood

Salary:

115000.00 - 220000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Active California Bar license
2+ years of estate planning experience
Strong academic credentials
Background handling sophisticated estate planning and tax planning matters

Job Responsibility

Draft and implement sophisticated estate planning strategies for high net worth individuals and families
Handle gift tax and estate tax planning matters designed to preserve generational wealth and minimize transfer taxes
Advise clients regarding probate and trust administration matters
Assist with business succession planning, charitable planning, and related transactional matters
Conduct tax research involving entity formation, reorganizations, real estate exchanges, compensation planning, and related issues

What we offer

Anthem Blue Cross healthcare coverage with 100% employee premium paid by the firm
Simple IRA plan with firm matching contributions up to 3% of salary
18 days accrued PTO annually
Paid parking
Paid State Bar dues, approved professional memberships, and CLE expenses

Fulltime

Estate Planning Senior Associate

Well-established Westwood-based business advisory law firm has evolved into a pu...

Location

United States , Westwood

Salary:

300000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

7+ years of estate planning experience, including advanced estate planning strategies for high-net-worth clients
Interest in partnership track with potential for long-term growth
Licensed to practice law in California

Job Responsibility

Advise high-net-worth clients on estate planning and gift tax strategies, implementing advanced planning to preserve wealth across generations
Handle complex tax planning, including charitable contributions, compensation issues, real estate exchanges, entity formation, sales, reorganizations, and marital dissolutions
Draft and execute core and advanced estate planning documents to minimize income, gift, estate, and generation-skipping transfer taxes
Guide clients on trust and probate administration, business succession planning, charitable giving, and business or real estate transactions
Conduct in-depth tax research and provide strategic recommendations

What we offer

Anthem Blue Cross health coverage (firm-paid 100% of employee premium)
Simple IRA with firm matching contributions up to 3% of salary
18 days (144 hours) PTO accrued annually
Paid parking
Paid State Bar membership and other professional dues, as applicable
Pre-approved CLE
10% origination fee on collections from clients originated by you (payable year-end)
Guaranteed bonus on collections (10%) plus discretionary bonus

Fulltime

Associate Attorney

This position is focused on supporting high-net-worth individuals, families, and...

Location

United States , Washington, DC

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active DC Bar membership is required
Demonstrated experience in trusts and estates law, including drafting and managing complex legal documents
Familiarity with high-net-worth estate planning and wealth management strategies
Strong knowledge of tax law and its application within estate planning
Ability to work collaboratively with a team of legal and financial professionals
Excellent written and verbal communication skills
Willingness to work primarily in-office, with occasional remote flexibility

Job Responsibility

Assist in the creation and management of trusts, estate plans, and investment strategies for high-net-worth clients
Collaborate with accountants and tax professionals to develop tax-efficient legal structures and strategies
Draft, review, and tailor legal documents to meet the unique needs of clients
Ensure compliance with relevant laws and regulations while maintaining client confidentiality
Provide guidance to clients on wealth preservation and succession planning across multiple generations
Analyze and prepare contracts and other legal documentation with a focus on trusts and estates
Manage ongoing relationships with clients, addressing their evolving legal needs
Conduct research on tax jurisdictions and financial policies to optimize client benefits
Shadow partners to gain deeper insights into firm practices and client management
Participate in regular client meetings to understand goals and provide strategic legal advice

What we offer

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

New

IT Training Lead

The IT Training Lead will drive technology learning and user adoption across the...

Location

United States , Delray Beach

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in IT training, instructional design, technical enablement, or learning and development
Strong knowledge of Microsoft 365
Excellent communication, facilitation, and content development skills
Ability to translate technical concepts into practical, user-friendly training.

Job Responsibility

Design, develop, and deliver IT training programs in instructor-led, virtual, and self-paced formats
Take lead in the Microsoft Copilot and AI training strategy, including onboarding, advanced use cases, responsible AI usage, and ongoing enablement
Partner with IT leadership to support new technology rollouts, system upgrades, and digital transformation initiatives
Create and maintain training content, including videos, guides, tutorials, and job aids
Identify skill gaps and develop targeted learning solutions to improve adoption and productivity
Gather feedback and measure training effectiveness to continuously improve programs.

New

K Kitchen Representative

The position includes, but is not limited to, the following essential job duties...

Location

United States , New Albany

Salary:

Not provided

Circle K

Expiration Date

Until further notice

Requirements

Excellent communication skills
Team player who can work well with others or independently
Acts with integrity
keeps commitments
Contagious positive attitude
Focuses on achieving results while having fun
Frequently bend, twist at waist, kneel, squat, stand, and walk
Occasionally climb and descend ladders
Tolerate extreme cold and hot temperatures and work in and around fryers, ovens, grills, coolers, freezers, sharp objects, and loud noises
Reach, grasp, and manipulate objects with hands for entire shift, including reaching for objects overhead

Job Responsibility

Provides excellent guest service in a fast and friendly manner
Maintains a clean restaurant environment by cleaning and performing general housekeeping duties
Prepares and serves food items in accordance with all Brand, Company, and health department regulations
Ensures product quality, food safety, and operational standards are met
Keeps accurate cash, sales, and inventory control records
Follows all government laws and safety codes
Completes reports on all incidents following our 5-minute rule policy
Lives our Company values: One Team, Do the Right Thing, Takes Ownership, Play to Win

What we offer

Medical, Dental, Vision, Term Life and AD&D plans
Flexible spending and health savings accounts (FT)
Vacation paid time off
Company holidays paid at time and a half
Matching 401(k)
Tuition Reimbursement
Stock Purchase Plan
Employee Discount Program
Discount Meal Benefit
Wellness Plan

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Wealth Preservation Associate

Job Description

Job Responsibility

Requirements

What we offer

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