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Wealth Advisory Associate

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Robert Half

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Location:
United States , San Ramon

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Jennifer Fukumae with Robert Half's Financial Services division is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Their approach goes beyond traditional financial advice, empowering clients to elevate their financial strategy and achieve meaningful growth. With a focus on personalized service and strategic planning, we guide our clients toward their long-term financial goals. Managing $600M in assets, we work with clients whose average portfolio size is $1.5M.

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
  • Collect and review financial documents (insurance, expenses, earnings) for accuracy
  • Prepare notes and track action items from client meetings
  • Identify and improve financial planning workflows
  • Assist with insurance proposals (life, disability, long-term care)

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

Nice to have:

  • Series 7, 66, 65, CFP®, ChFC® or similar
  • Life insurance experience
  • Experience managing operations, client associates, associate advisors
  • Proficiency with the Schwab and Orion
  • Software preferences: eMoney, Redtail, AssetMark
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

Additional Information:

Job Posted:
February 20, 2026

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