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Robert Half
Associate Advisor
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Job Description
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you're just curious about the market. ✨ Associate Advisor📍 San Ramon, CA (Hybrid, 4-5 days in office)🏢 Independent Wealth Management Firm💰 Competitive Base + Discretionary Bonus Anisa Henry is partnered with a growing independent wealth management firm in the search for an Associate Advisor. This opportunity offers the chance to support high-net-worth individuals, families, and business owners through comprehensive financial planning and investment guidance, with an average client relationship of approximately $1.5 million in assets.
Assist with financial planning, investment analysis, and meeting preparation.
Participate in client meetings and manage follow-up action items.
Support client communications, onboarding, and ongoing service needs.
Serve as a trusted client contact while developing advisory expertise.
Planning & Operations SupportReview client financial information and maintain accurate records.
Track meeting notes, action items, and planning deliverables.
Help improve planning workflows and operational processes.
Assist with insurance and risk management planning.
Client ServiceMaintain CRM records and manage client documentation.
Coordinate with financial institutions and third-party partners.
Process account openings, transfers, and maintenance requests.
Prepare client meeting materials and provide proactive communication.
For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
The Role:
You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. We are looking for someone who is both analytical and operational:Analytical:
Strong understanding of wealth management, comfortable with e-money, and able to spot discrepancies.Operational:
Able to manage client communications, sit in meetings, take notes…Key ResponsibilitiesPartner with senior advisors to support client relationships, projects, and business operations.Assist with financial planning, investment analysis, and meeting preparation.
Participate in client meetings and manage follow-up action items.
Support client communications, onboarding, and ongoing service needs.
Serve as a trusted client contact while developing advisory expertise.
Planning & Operations SupportReview client financial information and maintain accurate records.
Track meeting notes, action items, and planning deliverables.
Help improve planning workflows and operational processes.
Assist with insurance and risk management planning.
Client ServiceMaintain CRM records and manage client documentation.
Coordinate with financial institutions and third-party partners.
Process account openings, transfers, and maintenance requests.
Prepare client meeting materials and provide proactive communication.
For fastest consideration, reach out to Anisa Henry via email or LinkedIn.