About the Role

Join a thriving wealth management firm in Danville, California, managing hundreds of millions in assets under management (AUM). This Senior Operations Associate position offers a hybrid work model, blending in-office collaboration with flexible remote options. As an Operations Associate, you will support Senior Advisors in delivering tailored financial planning and wealth management strategies to high-net-worth clients. This role is perfect for professionals with a strong foundation in financial services who excel in dynamic, client-focused environments.

The firm is committed to fostering growth, providing robust professional development through FINRA sponsorships and CFP study programs. Enjoy a collaborative culture, hands-on mentorship, and a genuine emphasis on work-life balance—rare in the fast-paced world of wealth management. If you thrive on critical thinking, problem-solving, and building lasting client relationships, this opportunity at our Robert Half-partnered firm will propel your career forward.

Key Responsibilities

Client Support and Relationship Management

• Act as a high-level project manager and strategic partner to Senior Advisors.
• Join client meetings, meticulously take notes, and ensure timely follow-up on all action items.
• Manage day-to-day client communications, delivering high-level support that builds trust and loyalty.
• Assist in onboarding new high-net-worth clients while continuously strengthening existing relationships.
• Engage directly with clients as a trusted point of contact (no initial investment recommendations required).

Operational and Administrative Excellence

• Oversee the CRM system, accurately tracking all client interactions and data.
• Coordinate communications with custodians, Broker-Dealers, and external partners to ensure seamless operations.
• Multitask efficiently in a busy environment, prioritizing tasks to support the firm's growth objectives.

These responsibilities position you at the heart of the firm's operations, where your contributions directly impact client satisfaction and business success.

Required Qualifications

To succeed in this role, candidates must demonstrate:

• Proficient knowledge of financial planning principles and wealth management best practices.
• A proven history of client relationship management in financial services.
• Exceptional multitasking abilities in high-pressure, fast-paced settings.
• Strong critical thinking, problem-solving, and decision-making skills.
• Experience with CRM platforms and client data management.
• Excellent verbal and written communication skills for interacting with high-net-worth individuals and industry partners.
• Bachelor's degree in Finance, Business, or a related field preferred; relevant certifications (e.g., Series 7/66) a plus.
• 2-5 years of experience in operations, client service, or advisory support within wealth management or financial planning.

Robert Half seeks candidates who are proactive, detail-oriented, and passionate about delivering exceptional service. Hybrid experience and familiarity with tools like Salesforce or Redtail CRM are highly valued.

Why Join Us

This isn't just a job—it's a launchpad for your career in wealth management. Our partner firm stands out with its impressive AUM growth and dedication to employee success. Benefit from:

• Professional Development: Full FINRA exam sponsorships and CFP study programs to accelerate certifications.
• Mentorship: Direct guidance from seasoned Senior Advisors.
• Collaborative Culture: Team-oriented environment where ideas are valued.
• Work-Life Balance: Hybrid schedule in the desirable Danville, CA area, with competitive salary around $90,000 base plus performance incentives.
• Career Growth: Opportunities to evolve into advisory roles as you gain experience.

Danville, California, offers an ideal backdrop with its upscale community, proximity to Silicon Valley, and abundant outdoor recreation. Partner with Robert Half to secure this role—reach out to Michelle Espejo via email or LinkedIn for fastest consideration. Keywords: Operations Associate jobs Danville CA, wealth management careers, financial planning roles, hybrid finance jobs California.

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