Wealth Management Associate - Careers at Robert Half
Robert Half
Wealth Management Associate - Careers at Robert Half
Job Description
Wealth Management Associate - Join a Dynamic Emerging Firm through Robert Half
Are you an analytical professional passionate about wealth management and client success? Robert Half is proud to partner with an emerging, relationship-driven wealth management firm in San Ramon, California, seeking a talented Wealth Management Associate. This full-time role offers a unique opportunity to support high-net-worth clients (average $1.5M portfolios), collaborate with senior advisors, and grow into a trusted financial advisor. With a competitive salary around $90,000, strong work-life balance, and support for FINRA licensing and CFP® certification, this position is ideal for ambitious professionals in financial services.
About the Firm
This growth-minded firm specializes in partnering with individuals, families, and business owners to clarify financial goals, craft personalized strategies, and deliver impact beyond returns. Their people-first approach ensures high-touch planning and exceptional service, making it a standout in the competitive San Ramon wealth management landscape. As a Wealth Management Associate, you'll gain broad exposure to sophisticated planning processes while working in a collaborative environment that values accuracy and innovation.
Role Description
In this client-focused position, you'll serve as a strategic partner to Senior Advisors, handling everything from meeting support to operational excellence. Expect to engage in daily client interactions, manage complex workflows, and contribute to process improvements. Success demands strong analytical skills, impeccable judgment, and the ability to thrive in a fast-paced setting. Whether you're updating CRM systems, preparing client presentations, or coordinating with custodians, your role will be pivotal in delivering seamless service to high-value clients. This position is perfect for those seeking hands-on experience in financial planning, investment support, and relationship management—key pillars of a thriving wealth management career in California.
Key Responsibilities
Client & Advisor Support
- Join client meetings, capture detailed notes, and ensure timely follow-up on action items.
- Deliver high-level client communications and nurture long-term relationships.
- Facilitate new client onboarding and continuous relationship development.
- Function as a project manager, driving execution of advisor priorities.
Operations & Client Service
- Oversee CRM workflows, data updates, and task tracking for efficiency.
- Process account paperwork, transfers, updates, and liaise with custodians.
- Coordinate seamlessly with broker-dealers and external partners.
- Prepare professional meeting agendas, presentations, and documents.
Financial Planning & Investment Support
- Gather and scrutinize client financial documents for planning precision.
- Monitor planning tasks, refine workflows, and propose enhancements.
- Spot opportunities to streamline financial planning operations.
- Support insurance proposals for life, disability, and long-term care needs.
Required Qualifications
To excel as a Wealth Management Associate, bring these essential skills and traits:
- Proven analytical mindset for tackling complex financial challenges.
- Ownership mentality—leaning into responsibilities with proactive energy.
- Commitment to accuracy, high standards, and operational excellence.
- Team player with excellent communication in supportive settings.
- Bachelor's degree in finance, business, economics, or equivalent.
- 1-3 years in wealth management, financial services, or operations.
- Proficiency in CRM tools (e.g., Salesforce), Microsoft Office, and financial software.
- Detail-oriented with multitasking prowess in dynamic environments.
- Pursuing or eligible for FINRA licenses; CFP® interest a plus.
Robert Half candidates with these qualifications will find this role a launchpad for advancement in San Ramon’s vibrant finance sector.
Why Join Us
This role stands out with comprehensive benefits and growth potential. Gain full-spectrum wealth management exposure, paving the way to client-facing advisory roles. Enjoy robust work-life balance, mentorship from senior leaders, and firm-sponsored FINRA/CFP® support. Competitive $90K salary, collaborative culture, and high-impact work with $1.5M+ clients make this a top opportunity. Robert Half streamlines your placement into this thriving firm—apply now for wealth management jobs in San Ramon, CA. Keywords: wealth management associate, financial planning, client service, CRM, San Ramon finance careers.
Locations
- San Ramon, California, United States
Salary
90,000 - 90,000 USD / yearly
85,000 - 110,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Financial planning supportintermediate
- Client relationship managementintermediate
- CRM workflow managementintermediate
- Analytical problem-solvingintermediate
- Attention to detailintermediate
- Project managementintermediate
- Account operations and paperworkintermediate
- Client meeting preparationintermediate
- Insurance proposal assistanceintermediate
- Custodian and partner coordinationintermediate
Required Qualifications
- Strong analytical ability and solid judgment (experience)
- Exceptional attention to detail (experience)
- Ability to manage multiple priorities in a dynamic environment (experience)
- Analytical thinker who enjoys solving complex problems (experience)
- Takes ownership and leans into challenges (experience)
- Values accuracy, high standards, and operational excellence (experience)
- Team-oriented communicator in a supportive environment (experience)
- Experience in wealth management, financial services, or related field preferred (experience)
- Bachelor's degree in finance, business, or related discipline (experience)
- Proficiency with CRM systems and financial software (experience)
Responsibilities
- Join client meetings, take detailed notes, and manage follow-up action items
- Provide high-level client communication and relationship support
- Support onboarding of new clients and ongoing relationship development
- Act as a project manager to help Senior Advisors execute business-unit priorities
- Manage CRM workflows, updates, and task tracking
- Handle account paperwork, transfers, updates, and custodian communication
- Coordinate with broker-dealers and external partners
- Prepare meeting agendas, client presentations, and supporting documents
- Collect and review client financial documents for planning accuracy
- Track planning-related tasks, update workflows, and identify process improvements
- Assist with insurance proposals including life, disability, and long-term care
Benefits
- general: Broad exposure to the full wealth-management process
- general: Future opportunities to work directly with clients as an advisor
- general: Strong emphasis on work-life balance
- general: Support for FINRA licensing and CFP® coursework
- general: Collaborative, growth-minded team environment
- general: High-touch client service with average client size of $1.5M
- general: Work closely with senior leadership
- general: People-first approach with exceptional client service
- general: Professional development into a trusted advisor role
- general: Competitive compensation package including $90,000 base salary
Tags & Categories
Answer 10 quick questions to check your fit for Wealth Management Associate - Careers at Robert Half @ Robert Half.
Related Books and Jobs
Wealth Management Associate - Careers at Robert Half
Robert Half
Wealth Management Associate - Careers at Robert Half
Job Description
Wealth Management Associate - Join a Dynamic Emerging Firm through Robert Half
Are you an analytical professional passionate about wealth management and client success? Robert Half is proud to partner with an emerging, relationship-driven wealth management firm in San Ramon, California, seeking a talented Wealth Management Associate. This full-time role offers a unique opportunity to support high-net-worth clients (average $1.5M portfolios), collaborate with senior advisors, and grow into a trusted financial advisor. With a competitive salary around $90,000, strong work-life balance, and support for FINRA licensing and CFP® certification, this position is ideal for ambitious professionals in financial services.
About the Firm
This growth-minded firm specializes in partnering with individuals, families, and business owners to clarify financial goals, craft personalized strategies, and deliver impact beyond returns. Their people-first approach ensures high-touch planning and exceptional service, making it a standout in the competitive San Ramon wealth management landscape. As a Wealth Management Associate, you'll gain broad exposure to sophisticated planning processes while working in a collaborative environment that values accuracy and innovation.
Role Description
In this client-focused position, you'll serve as a strategic partner to Senior Advisors, handling everything from meeting support to operational excellence. Expect to engage in daily client interactions, manage complex workflows, and contribute to process improvements. Success demands strong analytical skills, impeccable judgment, and the ability to thrive in a fast-paced setting. Whether you're updating CRM systems, preparing client presentations, or coordinating with custodians, your role will be pivotal in delivering seamless service to high-value clients. This position is perfect for those seeking hands-on experience in financial planning, investment support, and relationship management—key pillars of a thriving wealth management career in California.
Key Responsibilities
Client & Advisor Support
- Join client meetings, capture detailed notes, and ensure timely follow-up on action items.
- Deliver high-level client communications and nurture long-term relationships.
- Facilitate new client onboarding and continuous relationship development.
- Function as a project manager, driving execution of advisor priorities.
Operations & Client Service
- Oversee CRM workflows, data updates, and task tracking for efficiency.
- Process account paperwork, transfers, updates, and liaise with custodians.
- Coordinate seamlessly with broker-dealers and external partners.
- Prepare professional meeting agendas, presentations, and documents.
Financial Planning & Investment Support
- Gather and scrutinize client financial documents for planning precision.
- Monitor planning tasks, refine workflows, and propose enhancements.
- Spot opportunities to streamline financial planning operations.
- Support insurance proposals for life, disability, and long-term care needs.
Required Qualifications
To excel as a Wealth Management Associate, bring these essential skills and traits:
- Proven analytical mindset for tackling complex financial challenges.
- Ownership mentality—leaning into responsibilities with proactive energy.
- Commitment to accuracy, high standards, and operational excellence.
- Team player with excellent communication in supportive settings.
- Bachelor's degree in finance, business, economics, or equivalent.
- 1-3 years in wealth management, financial services, or operations.
- Proficiency in CRM tools (e.g., Salesforce), Microsoft Office, and financial software.
- Detail-oriented with multitasking prowess in dynamic environments.
- Pursuing or eligible for FINRA licenses; CFP® interest a plus.
Robert Half candidates with these qualifications will find this role a launchpad for advancement in San Ramon’s vibrant finance sector.
Why Join Us
This role stands out with comprehensive benefits and growth potential. Gain full-spectrum wealth management exposure, paving the way to client-facing advisory roles. Enjoy robust work-life balance, mentorship from senior leaders, and firm-sponsored FINRA/CFP® support. Competitive $90K salary, collaborative culture, and high-impact work with $1.5M+ clients make this a top opportunity. Robert Half streamlines your placement into this thriving firm—apply now for wealth management jobs in San Ramon, CA. Keywords: wealth management associate, financial planning, client service, CRM, San Ramon finance careers.
Locations
- San Ramon, California, United States
Salary
90,000 - 90,000 USD / yearly
85,000 - 110,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Financial planning supportintermediate
- Client relationship managementintermediate
- CRM workflow managementintermediate
- Analytical problem-solvingintermediate
- Attention to detailintermediate
- Project managementintermediate
- Account operations and paperworkintermediate
- Client meeting preparationintermediate
- Insurance proposal assistanceintermediate
- Custodian and partner coordinationintermediate
Required Qualifications
- Strong analytical ability and solid judgment (experience)
- Exceptional attention to detail (experience)
- Ability to manage multiple priorities in a dynamic environment (experience)
- Analytical thinker who enjoys solving complex problems (experience)
- Takes ownership and leans into challenges (experience)
- Values accuracy, high standards, and operational excellence (experience)
- Team-oriented communicator in a supportive environment (experience)
- Experience in wealth management, financial services, or related field preferred (experience)
- Bachelor's degree in finance, business, or related discipline (experience)
- Proficiency with CRM systems and financial software (experience)
Responsibilities
- Join client meetings, take detailed notes, and manage follow-up action items
- Provide high-level client communication and relationship support
- Support onboarding of new clients and ongoing relationship development
- Act as a project manager to help Senior Advisors execute business-unit priorities
- Manage CRM workflows, updates, and task tracking
- Handle account paperwork, transfers, updates, and custodian communication
- Coordinate with broker-dealers and external partners
- Prepare meeting agendas, client presentations, and supporting documents
- Collect and review client financial documents for planning accuracy
- Track planning-related tasks, update workflows, and identify process improvements
- Assist with insurance proposals including life, disability, and long-term care
Benefits
- general: Broad exposure to the full wealth-management process
- general: Future opportunities to work directly with clients as an advisor
- general: Strong emphasis on work-life balance
- general: Support for FINRA licensing and CFP® coursework
- general: Collaborative, growth-minded team environment
- general: High-touch client service with average client size of $1.5M
- general: Work closely with senior leadership
- general: People-first approach with exceptional client service
- general: Professional development into a trusted advisor role
- general: Competitive compensation package including $90,000 base salary
Tags & Categories
Answer 10 quick questions to check your fit for Wealth Management Associate - Careers at Robert Half @ Robert Half.
Related Books and Jobs