Wealth Management Associate - Join a Prestigious Firm Through Robert Half

Are you ready to advance your career in wealth management? Robert Half is proud to partner with a prestigious, relationship-driven wealth management firm in San Ramon, California, seeking a talented Wealth Management Associate. This full-time role offers unparalleled exposure to high-net-worth clients (average $1.5M), sophisticated financial planning, and a clear trajectory to becoming a trusted advisor. If you're analytical, proactive, and thrive in a fast-paced environment, this position at our esteemed client firm—facilitated by Robert Half's expertise in finance and accounting placements—could be your next big step.

Work alongside senior advisors in a collaborative setting, participating in client meetings, managing workflows, and driving operational excellence. With Robert Half's backing, you'll gain the support needed for long-term success in San Ramon, CA's competitive financial services market.

About the Role

The Wealth Management Associate plays a pivotal role in supporting senior advisors with financial planning, client relationships, and seamless operations. You'll attend client meetings, handle CRM updates, process account paperwork, and contribute to insurance proposals, all while identifying ways to streamline processes. This hands-on position provides broad exposure to the full wealth management lifecycle, from onboarding high-net-worth individuals, families, and business owners to executing personalized financial strategies built on trust and exceptional service.

Ideal for finance professionals seeking growth, this role demands strong organizational skills and a passion for delivering high-touch client experiences. Located in the heart of San Ramon, California, you'll enjoy a professional environment that values work-life balance and professional development.

Key Responsibilities

Client & Advisor Support: Actively participate in client meetings by taking detailed notes and driving all follow-up tasks. Manage client communications, assist with onboarding, and serve as a project manager to help advisors prioritize and execute business goals.

Operations & Client Service: Maintain CRM systems with accurate workflows, tasks, and records. Handle account paperwork, transfers, updates, and coordinate with custodians and broker-dealers. Prepare polished meeting agendas, materials, and presentations to ensure smooth client interactions.

Financial Planning & Investment Support: Gather and review client financial documents for accuracy, track planning deliverables for timely completion, and assist with insurance illustrations (life, disability, long-term care). Proactively identify opportunities to enhance planning processes and efficiency.

Required Qualifications

To excel in this Wealth Management Associate role, candidates should possess:

• A bachelor's degree in finance, business administration, economics, or a related field.
• 1-3 years of experience in wealth management, financial planning, or client service roles.
• Exceptional analytical skills and meticulous attention to detail.
• Proven ability to manage multiple priorities in a dynamic, fast-paced setting.
• Strong proficiency in CRM software (e.g., Salesforce), Microsoft Office Suite, and financial tools.
• Excellent verbal and written communication for client-facing interactions.
• Pursuit of or eligibility for FINRA Series 7/66 licenses and CFP® certification (firm support provided).
• A proactive, client-centric mindset with outstanding organizational and problem-solving abilities.

Prior experience in high-net-worth client service or financial operations is highly desirable for this San Ramon opportunity.

Why Join Us?

This role offers more than just a job—it's a launchpad for your career in wealth management. Enjoy broad exposure to complex financial planning, direct mentorship from senior leaders, and a structured path to advisory responsibilities. Benefit from strong work-life balance, FINRA licensing support, and CFP® coursework reimbursement in a growth-oriented firm committed to meaningful client impact.

Partnering with Robert Half means access to top-tier opportunities in California's Bay Area, competitive salary around $90,000 (based on experience), and comprehensive professional placement services. Keywords: wealth management jobs San Ramon CA, financial advisor associate, Robert Half finance careers, CFP track positions. Apply now to connect with our recruiter and elevate your career!