Jobs in the United States

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EW
Assistant Site Manager II - Clean Express Auto Wash
Express Wash Concepts LLC
Pittsburgh, PA
- $22 USD / hour
…career or looking to take it to the next level, we’re here to support your…
Added 1 min 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 1 min ago
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Operations Associate
TEKsystems
St. Cloud, MN
- $20 USD / hour
Financial Operations AssociateLocation: St. Cloud, MN (On-site)Pay Rate: $20.00/hourPosition Type: Contract-to-HireSchedule: Monday-Friday, 8:00 AM - 4:30 PMAbout the OpportunityWe are…
Added 1 min 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 2 mins ago
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Warehouse Part Time Overnight
Lowes
Garner, NC
- Part-time
Whether you need a part-time position or a place to plant yourself and grow, Lowe’s is ready to support your goals. As a Lowe’s associate, you’ll gain access to many benefits beyond…
Added 2 mins ago
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Warehouse Part Time Days
Lowes
Wadsworth, OH
- Part-time
Whether you need a part-time position or a place to plant yourself and grow, Lowe’s is ready to support your goals. As a Lowe’s associate, you’ll gain access to many benefits beyond…
Added 2 mins ago
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Warehouse Part Time Overnight
Lowes
Wilmington, NC
- Part-time
Whether you need a part-time position or a place to plant yourself and grow, Lowe’s is ready to support your goals. As a Lowe’s associate, you’ll gain access to many benefits beyond…
Added 2 mins ago
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Merchandising Part Time Days
Lowes
West Hills, CA
- $18.42 to $19.45 USD / hour
- Part-time
As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's…
Added 2 mins ago
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Warehouse Part Time Days
Lowes
Plattsburgh, NY
- $16 to $16.75 USD / hour
- Part-time
Whether you need a part-time position or a place to plant yourself and grow, Lowe’s is ready to support your goals. As a Lowe’s associate, you’ll gain access to many benefits beyond…
Added 2 mins ago
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Warehouse Part Time Days
Lowes
Tacoma, WA
- $18 to $18.75 USD / hour
- Part-time
Whether you need a part-time position or a place to plant yourself and grow, Lowe’s is ready to support your goals. As a Lowe’s associate, you’ll gain access to many benefits beyond…
Added 2 mins ago
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Full Time - Merchandising Service Associate - Day
Lowes
Nashville, TN
- Full-time
As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's…
Added 2 mins ago
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Full Time - Merchandising Service Associate - Day
Lowes
New Lenox, IL
- $15 to $16.8 USD / hour
- Full-time
As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's…
Added 2 mins ago
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Full Time - Receiver/Stocker - Day
Lowes
Mansfield, OH
- Full-time
Whether you need a part-time position or a place to plant yourself and grow, Lowe’s is ready to support your goals. As a Lowe’s associate, you’ll gain access to many benefits beyond…
Added 2 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 2 mins ago
Receptionist
CenterWell
Gilbert, AZ
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal…
Added 2 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 5 mins ago
IU
Executive Chef
Inglewood Unified School District
Inglewood, CA
- $7,369.11 to $8,695.42 USD / month
…large-scale meal production, and build catering services that support the long-term sustainability of Food Services…
Added 5 mins ago
UG
Clinical Manager
UnitedHealth Group
Opelika, AL
- $69,336 to $104,004 USD / year
…most comfortable: at home. Rooted in personalized care, we support patients and provide comfort through each stage of their health journey, while building trusted relationships along the…
Added 5 mins ago
Volunteer Manager - Per Diem - Hospice
UnitedHealth Group
Huntingdon, TN
As a Per Diem Hospice Volunteer Manager, you will support the company's operations by leading, managing, and coordinating agency volunteers. Your essential functions include coordinating…
Added 5 mins ago
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Class C Driver
adecco
San Leandro, CA
- $20 to $28 USD / hour
Job Title: Class C Delivery Driver / Warehouse Associate
Added 6 mins ago
Administrative Associate III
Prairie View A&M University
Prairie View, TX
The position will perform clerical and administrative duties related to the operations, functions and activities of the Department of Management and Marketing.
Added 6 mins ago
Nuclear Regulatory Affairs Principal - Davis-Besse Nuclear Power Plant
Vistra Nuclear Operations Company
Oak Harbor, OH
Participate and provide support to Regulatory Compliance peer team
Added 8 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 9 mins ago
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Registered Nurse (RN) Triage
Wallace
Portland, OR
- $43 to $48 USD / hour
Coordinate with other members of the care team to further support overall patient health
Added 9 mins ago
Senior Operations Coordinator
ASTRO PAK
Diboll, TX · Houston, TX
Frontline Global Services, an Astro Pak company, is seeking a Senior Operations Coordinator to help keep our daily operations organized and running smoothly. Based onsite at our Diboll,…

Robert Half

Associate Advisor

San Ramon, CA, United States

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

Apply on roberthalf.com About employer

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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