Description Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Reputable Wealth Management Firm in FiDi | $115,000-$140,000 DOE A well-established Wealth Management firm is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for a financial services professional with 4+ years of experience and exposure to financial planning who is looking to take on greater client responsibility and grow within a high-touch advisory environment. The Associate Advisor will work closely with clients and senior advisors across wealth planning, investment management, and day-to-day client service. This person will have meaningful exposure to client relationships and the opportunity to participate in client meetings while working within a small, team-oriented environment.

Key Responsibilities:

+ Build strong client relationships and serve as a trusted point of contact for ongoing needs

+ Prepare for and participate in client meetings, including follow-up and action items

+ Coordinate client requests, account activity, transfers, trades, and other financial transactions

+ Assist with investment portfolio monitoring and implementation of client investment strategies

+ Support comprehensive financial planning across retirement, tax, estate, education, cash flow, and other planning areas

+ Maintain accurate client records and ensure work is completed thoroughly and on schedule

+ Partner closely with advisors and internal teams to deliver a seamless client experience

+ Contribute to firm initiatives, team projects, and knowledge-sharing opportunities Requirements + 4+ years of experience within the financial services or wealth management industry

+ Previous exposure to financial planning is required

+ Strong communication, organization, and attention to detail

+ Analytical and thoughtful approach to problem-solving

+ Comfortable working in a small, collaborative environment where everyone contributes across functions

+ Professional and polished presence with the ability to confidently interact with clients

+ CFP® designation or progress toward the CFP® is a plus

Why This Opportunity:

+ Excellent work-life balance

+ Strong opportunity for continued professional growth

+ Meaningful client exposure and participation in client meetings

+ Collaborative, close-knit team environment

+ Opportunity to develop across both wealth planning and investment management Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .