Jobs in the United States

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Added 1 min ago
SM
Director - Operations & Project Management Office
Stanford Medicine Children's Health
PALO ALTO, CA
- $89.95 to $116.93 USD / hour
The Director reports to the SVP of Operations and serves as the primary executive partner to operational and clinical leadership on all operational initiatives. Responsible for translating…
Added 1 min ago
Retail Assistant Manager (Assistant Brand Experience Leader)-THE OAKS MALL
Bath & Body Works
Thousand Oaks, CA
Career Development | Fun Stores | Free Product | 40% Discount
Added 1 min ago
M/
Access to Care Coordinator - Waterbury, CT - Bilingual (English/Spanish) Required
Moses / Weitzman Health System
Waterbury, CT
- $23 to $25 USD / hour
Partner with Regional Directors and Office Managers to develop and carry out strategies for recruiting new patients.
Added 1 min ago
Associate Director, Client Operations
OMLUS Hearts and Science LLC
NY · Chicago, IL
…improvement across the account. The Associate Director will partner closely with client leadership, Finance, and cross-functional teams to optimize workflows, manage SOWs and resources, and…
Added 2 mins ago
Sales & Production Manager
Stronghouse Sales - Retail
Grand Rapids, MI
Partner with Human Resources and Talent Acquisition to recruit, hire, onboard, and retain sales and production employees; establish clear expectations and coach individual performance.
Added 2 mins ago
Medical Director
Kingdom & Sequist
St Johnsbury, VT
Case Mix: Wellness, preventative care, surgery, dentistry, diagnostics, urgent care, and chronic disease management
Added 2 mins ago
Registered Branch Associate - Naperville, IL
Edward Jones
United States
Attention to detail, organization, and time management
Added 2 mins ago
Senior Purchaser (1956) - Office of Contract Administration, Office of City Administrator
City and County of San Francisco
San Francisco, CA
…opportunities for hiring, promotion, retention, training, and development, for all employees, including but not limited to Black, Indigenous, and people of color…
Added 3 mins ago
Associate Compliance Privacy Director
Exelixis Inc
Alameda, CA
Partner with global clinical trial operations in implementing data protection requirements, including data transfer mechanisms, personal data notices, consent language, and data processing…
Added 3 mins ago
FI
Project Specialist
Felton Institute
San Francisco, CA
- $38.46 to $43.59 USD / hour
Experience in fundraising, special events, and/or donor or partner relationship management.
Added 3 mins ago
Assistant Store Manager
USA GPC Genuine Parts Company
MI
Partner daily with Store Manager on operations, sales execution, inventory health, labor/scheduling alignment, and team performance. May have direct influence and responsibility for direct…
Added 3 mins ago
CH
Senior Business Analyst - Data Platform
Cohere Health
United States
- $92,000 to $105,000 USD / year
Act as a strategic partner to business, analytics, and engineering leaders to align data platform work with broader company goals
Added 3 mins ago
IG
Sr Program/Product Manager
Insight Global
Bellevue, WA
- From $61 USD / hour
7+ years of experience in Product Management, Technical Product Management, Program Management, or Project Management.
Added 4 mins ago
Customer Service Analyst II (Onsite: Bentonville, AR)
Niagara Bottling, LLC
Diamond Bar, CA
Work with Customer Service Account Management to monitor order scheduling status, missed orders, backlog orders, cancellations, appointment availability, etc.
Added 5 mins ago
Senior Director, Market Access Strategy, CVRM
AstraZeneca
Wilmington, DE · Wilmington
…driving continued growth, while also spearheading access strategy development for an upcoming specialty pipeline launch. This role requires a seasoned access leader who can balance…
Added 5 mins ago
Middle Office Program Management Associate Specialist, IPS
The Northern Trust Company
Chicago, IL
The Middle Office Program Management Associate Specialist supports the execution of strategic initiatives across Middle Office functions, partnering closely with business, product,…
Added 5 mins ago
Senior Relationship/Trust Advisor, Wealth Management
The Northern Trust Company
NY
The Senior Relationship Advisor role manages complex wealth management high net worth (HNW) and ultra-high net worth (UHNW) client relationships and delivers high quality fiduciary and…
Added 5 mins ago
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Senior Project Manager, PE - Land Development
GPAC
Seattle, WA
- $100,000 to $150,000 USD / year
Senior Project Manager (PE) for land development in Seattle. Own client delivery from pursuit through construction support: scope, schedule, budget awareness, staffing, and technical…
Added 5 mins ago
W
Visual Coordinator, Production - Pottery Barn
Williams-Sonoma
San Francisco, CA
- $26.83 to $29.8 USD / hour
This position is responsible for creating and producing all visual communications directed to the field. You will partner with our team and cross functional teams to create the overall…
Added 6 mins ago
EI
Engineer III, Advanced Extraction Process Development
Entegris, Inc.
Colorado Springs, CO
- $31,533 USD / year
Our site in Colorado Springs, CO is seeking a hands-on Engineer III, Advanced Extraction Process Development to support the development, startup, optimization, and qualification of advanced…
Added 6 mins ago
UO
Clinical Director of Transplant Medicine - Open Rank- Associate Professor - Prof
University of Colorado Denver
Aurora, CO
- $147 USD / hour
Support transplant center efforts around growth, payor relations, and financial management including but not limited to: billing/coding optimization, contract review, revenue threshold,…
Added 6 mins ago
BF
Client Services Representative
BOK Financial
Denver, CO
- $40,123 USD / year
Client Relationship Support; Wealth Management
Added 6 mins ago
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Account Executive, Mid-Market
Mimecast
Denver, CO
- $176,000 to $264,000 USD / year
Work with the Partner/Channel Development team and Mimecast's partner community to build and execute joint account plans that expand pipeline coverage.
Added 6 mins ago
BL
Product Marketing Manager
Blackbird Labs Inc
New York City, NY
- $140,000 to $175,000 USD / year
- Enable cross-functional teams and staff. Build training, pitch decks, and collateral to equip restaurant staff, Sales, and Account Management.
Added 6 mins ago
Data Quality Coordinator
INFINITE LEGACY
Baltimore, MD · Falls Church, VA
…compliance with regulatory and accreditation requirements. You'll partner with teams across Infinite Legacy to ensure accurate donor data, identify trends and performance gaps, and provide…

Robert Half

Associate Advisor

Walnut Creek, CA, United States

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

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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.

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