Jobs in the United States

25+ jobs

Save this search

Added 1 min ago
Licensed Clinical Social Worker - Home Health Visits
BAYADA Home Health Care
Erie, CO
Added 1 min ago
IT Support Analyst II
Vimly Benefit Solutions
Seattle, WA
…reliable, responsive support across our hardware, software, applications, peripherals, and user support needs. This role is best suited for someone with a strong foundation in Tier 1…
Added 1 min ago
IT Support Analyst II
Vimly Benefit Solutions
Seattle, WA
…reliable, responsive support across our hardware, software, applications, peripherals, and user support needs. This role is best suited for someone with a strong foundation in Tier 1…
Added 1 min ago
Quality Assurance Automation Engineer
iClassPro Inc
Remote, United States
Strong C# skills and experience with .NET applications/APIs.
Added 1 min ago
Technical Services Group Executive, Payments Card Software Engineering
U.S. Bank National Association
Brookfield, WI
Lead large-scale engineering organizations responsible for card-processing applications, transaction systems, servicing capabilities, integrations, APIs, quality engineering, AI-enabled…
Added 2 mins ago
Senior Design Engineer (Permanent Position)
Actalent
Mukilteo, WA
including sourcing, screening, and evaluating candidates. AI helps assess applications
Added 2 mins ago
A
Clinic Manager I
Actalent
Los Angeles, CA
- $70,000 to $100,000 USD / year
Added 2 mins ago
Senior Project Manager (Steel or Mechanical Piping)
RK Industries, LLC
Henderson, CO
Added 2 mins ago
J
Associate, Business Operations & Analytics
Jerry.ai
Remote, United States
- $110,000 to $140,000 USD / year
While we appreciate your interest and application, due to the volume of applications we receive, only applicants under consideration will be contacted.
Added 2 mins ago
J
Data Scientist
Jerry.ai
Remote, United States
- $140,000 to $160,000 USD / year
While we appreciate your interest and application, due to the volume of applications we receive, only applicants under consideration will be contacted.
Added 2 mins ago
J
Senior Associate, Business Operations & Analytics
Jerry.ai
Remote, United States
- $140,000 to $160,000 USD / year
While we appreciate your interest and application, due to the volume of applications we receive, only applicants under consideration will be contacted.
Added 3 mins ago
Desktop Technician III
Cayuse Holdings
Dennehotso, AZ
…(Microsoft Windows OS, Microsoft Office, Google Mail, specialized applications such as GIS and…
Added 3 mins ago
Desktop Technician III
Cayuse Holdings
Kykotsmovi Villiage, AZ
…(Microsoft Windows OS, Microsoft Office, Google Mail, specialized applications such as GIS and…
Added 3 mins ago
PGIM Real Estate-Director, Senior Underwriter
PGIM Real Estate Agency Financing, LLC
Chicago, IL
The candidate will manage the underwriting process and provide thorough analyses of healthcare and multifamily applications in conformance with FHA/HUD LEAN and MAP program requirements and…
Added 4 mins ago
Electrical Project Engineer
Shimmick
Seattle, WA
Must be computer-literate in word processing, CAD, spreadsheets, and database applications.
Added 4 mins ago
Clinical Team Specialist
Elara Caring
Kokomo, IN
Ability to quickly become proficient in enterprise applications such as Homecare Homebase, Workday, and have knowledge in Microsoft Office
Added 4 mins ago
EC
Clinical Team Specialist
Elara Caring
Huntley, IL
- $40 to $45 USD / hour
Ability to quickly become proficient in enterprise applications such as Homecare Homebase, Workday, and have knowledge in Microsoft Office
Added 4 mins ago
Director, Enterprise Risk Management, Global
Vantage Data Centers Management Company LLC
Denver, CO
Added 4 mins ago
D
Staff AI Product Engineer | REMOTE
Distru
Remote, United States
- $200,000 to $300,000 USD / year
7+ years in full-stack development, ideally on B2B SaaS applications
Added 4 mins ago
Office Administrator
Superior Plus Propane
Southern Pines, NC
Process orders and complete forms/applications as required to fulfill customer requests
Added 5 mins ago
T
TheatreSquared Apprentice
TheatreSquared
Fayetteville, AR
- $640 USD / week
We especially encourage applications from individuals whose backgrounds and experiences have been historically underrepresented in American theatre.
Added 5 mins ago
Plant Laborer-1
IMERYS PERLITE USA, Inc.
Lakeview, OR
…solutions for consumer goods. Imerys draws on its understanding of applications, technological knowledge, and expertise in material science to deliver solutions which contribute essential…
Added 5 mins ago
AB
Facilities Site Services Program Manager
American Battery Technology Company
Reno, NV
- $80,000 to $130,000 USD / year
…for use in batteries that power electric cars, grid storage applications, and consumer electronics and tools. Our first of kind systems produce commercial-scale battery materials that are…
Added 5 mins ago
S
Forward Deployed Engineer
Sentry
San Francisco, CA
- $175,000 to $200,000 USD / year
- Developers can quickly find and resolve slowdowns and errors in their applications.
Added 6 mins ago
Enterprise Incident Management - Scenario Library Lead
Truist Bank
Charlotte, NC · Atlanta, GA · Raleigh, NC
Monitor frontier model capability through model developer system cards, red-team findings, government evaluations and threat intelligence from Truist Protection Services (TPS) and FS-ISAC,…

Robert Half

Associate Advisor

Walnut Creek, CA, United States

$120,000 to $140,000 USD / year

Apply About employer

Applications open in a new tab.

Job details

Pay: $120,000 to $140,000 USD / year
Apply by: Dec 11, 2026
Experience: Approximately 1–5 years of relevant wealth management, financial planning, investment, or related experience.
Posting language: English
Posted: Nov 9, 2026

Original job description

Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

✨ Associate Advisor 📍 Walnut Creek, CA (Hybrid) 🏢 Thriving Wealth Management Firm 💰 Competitive Base + Bonus

Anisa Henry is partnered with a client-focused wealth management firm seeking an Associate Advisor to join its growing team. In this role, you'll partner closely with experienced Financial Planners to help develop and maintain comprehensive financial plans addressing retirement, tax, estate, and investment strategies for affluent clients. The position offers hands-on exposure to client relationships, financial planning technology, and complex wealth management scenarios while providing a clear path toward advancement into a Lead Advisor role.

Ideal for a CFP professional who is passionate about financial planning and eager to grow, this opportunity allows you to build advisory expertise within a collaborative, growth-oriented environment dedicated to delivering exceptional client outcomes.

Responsibilities:

Client Support

Prepare meeting materials, reports, and agendas.
Participate in client meetings and document key decisions and action items.
Manage routine client requests and follow up on documents, signatures, and outstanding items.
Provide backup support to Lead Advisors as needed.

Financial Planning

Gather and maintain client financial data.
Prepare and update financial plans under Lead Advisor guidance.
Support retirement, cash flow, tax, estate, and insurance analyses.
Coordinate with planning, investment, tax, and estate specialists.
Identify information gaps, inconsistencies, and items requiring review.
Assist with implementing approved planning recommendations.

Coordination & Execution

Translate client and advisor decisions into actionable next steps.
Track planning work, service requests, paperwork, and deliverables through completion.
Maintain accurate client records, notes, tasks, and deadlines.
Monitor progress, follow up on outstanding items, and escalate issues when needed.

Investment Support

Build knowledge of the firm's investment philosophy and client portfolios.
Prepare portfolio review materials.
Flag portfolio or client changes requiring advisor or investment team review.
Support implementation of approved investment decisions.

For fastest consideration, reach out to Anisa Henry via email or LinkedIn.

What We're Looking For:

We recognize that candidates may enter this role at different stages of development. Candidates do not need to have mastered every aspect of wealth management before joining the firm.

Approximately 1–5 years of relevant wealth management, financial planning, investment, or related experience.
Bachelor's degree in finance, financial planning, economics, business, accounting, or a related field preferred.
CFP® certification, progress toward CFP® certification, or interest in pursuing the designation preferred.
Foundational knowledge of financial planning and investment concepts appropriate to experience level.
Strong organizational skills and ability to manage multiple client matters and deadlines.
Strong written and verbal communication skills.
Attention to detail and commitment to accurate documentation and follow-through.
Ability to exercise judgment and recognize when an issue requires additional review or escalation.
Ability to work collaboratively with advisors and specialists across multiple disciplines.
Experience with financial planning, CRM, portfolio reporting, and Microsoft Office applications is helpful.

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.

Apply About employer

Report this job