Jobs in the United States

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Added 2 mins ago
Ascent Associate Director, Banking
U.S. Bank National Association
Minneapolis, MN
This is a hybrid role that will work in the office an average of three days per week
Added 3 mins ago
Temporary Sales Associate
Tapestry, Inc.
Concord, NC
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 3 mins ago
Retail Contingent
Tapestry, Inc.
Tinton Falls, NJ
The Sales Support Associate ensures an organized, efficient, and customer-ready store by managing deliveries, maintaining accurate stock, and supporting daily floor replenishment and…
Added 3 mins ago
Associate Director, Engineering AI (Onsite)
RTX
United States
Qualifications You Must Have:
Added 3 mins ago
VP, H&W Platform Commercialization Manager
Synchrony Bank
Stamford Engagement Hub, CT · Chicago Engagement Hub, IL · Orlando Engagement Hub, FL · Dallas Engagement Hub, TX · Phoenix Engagement Hub, AZ · NYC Bryant Park Engagement Hub, NY · Boston Engagement Hub, MA · St. Paul Engagement Hub, MN · Baltimore Engagement Hub, MD · Cincinnati West Chester Engagement Hub, OH · Draper Engagement Hub, UT · Kansas City Engagement Hub, MO · Rapid City Engagement Hub, SD · Bentonville Engagement Hub, AR · Charlotte Engagement Hub, NC · Canton Engagement Hub, OH · Atlanta Engagement Hub, GA · Seattle Engagement Hub, WA
…disciplined focus on measurable adoption, implementation feasibility, operational readiness, and cross-functional…
Added 3 mins ago
MS
Offsite Administrative Support- Access Center, Hicksville, Log Island, New York, Full Time, Days
Mount Sinai Health Systems
Greenlawn, NY
- Full-time
DescriptionPerforms secretarial and general office support involving word processing, typing, telephone reception, mail distribution and record and file maintenance. Typically services are…
Added 3 mins ago
MS
Program Coordinator I-Membership Operations Associate-CAPC
Mount Sinai Health Systems
New York, NY
- $66,482.07 to $75,000 USD / year
DescriptionThe Membership Operations Associate plays an important role in the everyday operations of the Membership department and is the backbone of the team, handling all administrative…
Added 4 mins ago
Manager, Client Platform Engineering
MongoDB
NY
Balance long-term platform architecture work with day-to-day operational support
Added 7 mins ago
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Data Entry Associate
TEKsystems
Herndon, VA
- $20 to $21 USD / hour
Data Entry AssociateAbout the RoleWe are seeking a detail-oriented and customer-focused Data Entry Associate to join our team in Herndon, VA. In this role, you will support members by…
Added 7 mins ago
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Operations Associate
TEKsystems
St. Cloud, MN
- $20 USD / hour
Collaborate with team members to support operational goals and customer needs.
Added 7 mins ago
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Senior Systems Engineer
TEKsystems
Scottsdale, AZ
- $50 to $70 USD / hour
…center and Microsoft Teams Phone (Calling) voice services that support the clients operating units. The Senior Systems Engineer partners directly with operating-unit business leaders,…
Added 7 mins ago
SJ
PROGRAM ASSISTANT, (MESA)
San Jose Evergreen Community College District
CA
- $70,455 to $85,881 USD / year
MESA (Mathematics, Engineering, Science Achievement) Program provides academic and support services for financially and educationally disadvantaged students majoring in Science, Technology,…
Added 7 mins ago
Performance Instructor - PFC
Lowes
Ennis, TX
…Center (PFC). The Performance Instructor is an experienced associate who assists the Supervisors in coordinating functional duties for the Operations and Market Team associates. The…
Added 7 mins ago
Medical Assistant
CenterWell
Altamonte Springs, FL
…perform varied activities and moderately complex administrative, operational, and customer support assignments. You will typically work on semi-routine…
Added 7 mins ago
Receptionist
CenterWell
Charlotte, NC
…promptly. The Receptionist performs basic administrative/clerical/operational/customer support/computational tasks. Typically work on routine and patterned…
Added 7 mins ago
Center Administrator
CenterWell
Clarksville, TN
…providers. The Center Administrator works onsite and reports to the Associate Operations Director. You will be accountable for clinic performance, integrating people leadership, operational…
Added 7 mins ago
Medical Assistant
CenterWell
San Antonio, TX
…perform varied activities and moderately complex administrative, operational, and customer support assignments. You will typically work on semi-routine…
Added 9 mins ago
Customer Service Associate I
Family Dollar
San Joaquin, CA
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added 9 mins ago
Customer Service Associate I
Family Dollar
San Joaquin, CA
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added 9 mins ago
Customer Service Associate I
Family Dollar
Mauston, WI
We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:
Added 10 mins ago
IU
Executive Chef
Inglewood Unified School District
Inglewood, CA
- $7,369.11 to $8,695.42 USD / month
Inglewood Unified School District is seeking an exceptional Executive Chef to lead the culinary and operational development of the Central Kitchen to transform the school meal experience…
Added 13 mins ago
Client Service Associate
Bill Good Marketing
Bloomington, MN
We are seeking a Client Service Associate (CSA) who will play a critical role in ensuring smooth and seamless client interactions. This position is client-facing, requiring a strong mix of…
Added 14 mins ago
Senior Operations Coordinator
ASTRO PAK
Diboll, TX · Houston, TX
…smoothly. Based onsite at our Diboll, Texas facility, you’ll support the Frontline team by coordinating travel, maintaining accurate records, and ensuring employees have the supplies and…
Added 14 mins ago
TC
Seasonal part time merchandise associate
TJX Companies
Weatherford, TX
- $13 to $13.5 USD / hour
- Part-time
…maintaining a clean and organized store environment. Adheres to all operational, merchandise, and loss prevention standards. May be cross-trained to work in multiple areas of the store in…
Added 14 mins ago
TC
Temp Seasonal Part Time Associate Hamburg NY
TJX Companies
Buffalo, NY
- $16 to $16.5 USD / hour
- Part-time
…maintaining a clean and organized store environment. Adheres to all operational, merchandise, and loss prevention standards. May be cross-trained to work in multiple areas of the store in…

Robert Half

Associate Advisor

San Ramon, CA, United States

$80,000 to $95,000 USD / year

Apply on roberthalf.com About employer

Applications open in a new tab.

Job details

Pay: $80,000 to $95,000 USD / year
Apply by: Dec 18, 2026
Work location: 📍 San Ramon, CA [Hybrid, 4-5 days in office]
Experience: 1-3+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning.
Posting language: English
Posted: Nov 12, 2026

Original job description

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

✨ Associate Advisor 📍 San Ramon, CA [Hybrid, 4-5 days in office] 🏢 Independent Wealth Management Firm 💰 Competitive Base + Discretionary Bonus

Anisa Henry is partnered with a growing independent wealth management firm in the search for an Associate Advisor. This opportunity offers the chance to support high-net-worth individuals, families, and business owners through comprehensive financial planning and investment guidance, with an average client relationship of approximately $1.5 million in assets.

The Role:

You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities.

We are looking for someone who is both analytical and operational:

Analytical: Strong understanding of wealth management, comfortable with e-money, and able to spot discrepancies.
Operational: Able to manage client communications, sit in meetings, take notes…

Key Responsibilities

Partner with senior advisors to support client relationships, projects, and business operations.
Assist with financial planning, investment analysis, and meeting preparation.
Participate in client meetings and manage follow-up action items.
Support client communications, onboarding, and ongoing service needs.
Serve as a trusted client contact while developing advisory expertise.

Planning & Operations Support

Review client financial information and maintain accurate records.
Track meeting notes, action items, and planning deliverables.
Help improve planning workflows and operational processes.
Assist with insurance and risk management planning.

Client Service

Maintain CRM records and manage client documentation.
Coordinate with financial institutions and third-party partners.
Process account openings, transfers, and maintenance requests.
Prepare client meeting materials and provide proactive communication.

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

Qualifications:

1-3+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning.
Experience supporting advisors and client relationships
Proficiency with the Schwab and Orion is strongly preferred.
Software preferences: eMoney, Redtail, AssetMark
Series 7, 66, 65, CFP®, ChFC® or similar is a plus, but not required.
Bachelor’s degree
Proficient in Microsoft Office, Excel, and Google Sheets.
Life insurance experience is a strong plus.
Strong analytical and critical thinking skills.
Excellent communication skills and attention to detail.
Important traits: Analytical, critical thinking/strategy, diligent, detail oriented, team oriented, can work with others, good communication, takes responsibility.

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

Apply on roberthalf.com About employer

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Jobs in the United States