Jobs in the United States

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Added 1 min ago
IU
Executive Chef
Inglewood Unified School District
Inglewood, CA
- $7,369.11 to $8,695.42 USD / month
Added 1 min ago
UG
Clinical Manager
UnitedHealth Group
Opelika, AL
- $69,336 to $104,004 USD / year
Added 1 min ago
Volunteer Manager - Per Diem - Hospice
UnitedHealth Group
Huntingdon, TN
Associate's degree or equivalent work experience
Added 3 mins ago
Nuclear Medicine Technologist
Trinity Health
Ontario, OR
Completion of an accredited Nuclear Medicine Technologist program or Associate in Applied Science degree.
Added 4 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 4 mins ago
PC
Clinician I
Pacific Clinics
Pasadena, CA
- $71,760 to $88,256 USD / year
Registration with the California BBS as an Associate Clinical Social Worker (ASW), Associate Marriage and Family Therapist (AMFT), or Associate Professional Clinical Counselor (APCC).…
Added 5 mins ago
Cook
Brookdale Senior Living Inc.
Tacoma, WA
Added 5 mins ago
Store Manager
TJX Companies
Troy, MI
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 5 mins ago
TC
Retail Backroom Coordinator
TJX Companies
North Conway, NH
- $15 to $15.5 USD / hour
Partners with Management on Associate training needs to increase effectiveness
Added 5 mins ago
TC
Seasonal part time merchandise associate
TJX Companies
Weatherford, TX
- $13 to $13.5 USD / hour
- Part-time
Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral…
Added 5 mins ago
TC
Temp Seasonal Part Time Associate Hamburg NY
TJX Companies
Buffalo, NY
- $16 to $16.5 USD / hour
- Part-time
Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral…
Added 5 mins ago
TC
Seasonal Retail Merchandise Associate
TJX Companies
Harlingen, TX
- $13 to $13.5 USD / hour
Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral…
Added 5 mins ago
TC
Merchandise Associate
TJX Companies
Miami, FL
- $15 to $15.5 USD / hour
Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral…
Added 5 mins ago
TC
Merchandise Associate
TJX Companies
Port Jefferson Station, NY
- $17 to $17.5 USD / hour
Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral…
Added 5 mins ago
TC
Sales Associate (Temp)
TJX Companies
Bel Air, MD
- $15.25 to $15.75 USD / hour
Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral…
Added 5 mins ago
Backroom Coordinator
TJX Companies
Rosedale, MD
Partners with Management on Associate training needs to increase effectiveness
Added 5 mins ago
TC
Loss Prevention Associate II
TJX Companies
Chicopee, MA
- $16.25 to $18.6 USD / hour
Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral…
Added 5 mins ago
TC
TJ Maxx Part Time Retail Merchandise Associate
TJX Companies
El Paso, TX
- $13 to $13.5 USD / hour
- Part-time
Benefits include: Associate discount; EAP; smoking cessation; bereavement; 401(k) Associate contributions; child care & cell phone discounts; pet & legal insurance; credit union; referral…
Added 5 mins ago
TC
PT Cleaning Associate
TJX Companies
Douglas, GA
- $13 to $13.5 USD / hour
Maintains all organizational, cleanliness, and recovery standards for the entire store, e.g. Sales Floor, Single Queue, Associate Lounge, Backroom and Restrooms
Added 6 mins ago
Career Education Manager, Career Center and College
Colorado State University
Fort Collins, CO
…Education and Student Success in the Career Center and the Associate Dean for Academic and Faculty Affairs in the College of Agricultural…
Added 6 mins ago
VG
Field Service Engineer
Veralto Global
WA
- $28 to $30 USD / hour
…posted range. This range may be modified in the future. An associate’s position within the salary range will be based on several factors, including, but not limited to, relevant education,…
Added 6 mins ago
Food & Beverage Manager
Schulte Companies
Palo Alto, CA
Ensure direct and facilitate communication, engagement and conflict resolutions as needed by the team to ensure a positive associate environment.
Added 7 mins ago
R424344 Associate Specialist, Security (Fire / Rescue) (Hiring Our Heroes Corporate Fellow)
Merck
Elkton, VA
Added 7 mins ago
HF
Retail Stocking Supervisor
Harbor Freight Tools
Wytheville, VA
- $18 USD / hour
Cross-train in all areas of store operations including Stocking/Sales associate duties, and responsibilities
Added 7 mins ago
Software Installation Technician
ManTech
Dahlgren, VA
Must have a current or active Secret Clearance

Robert Half

Associate Advisor

Walnut Creek, CA, United States

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

Apply on roberthalf.com About employer

Applications open in a new tab.

Job details

Pay: $120,000 to $140,000 USD / year
Apply by: Dec 18, 2026
Experience: Approximately 1–5 years of relevant wealth management, financial planning, investment, or related experience.
Posting language: English
Posted: Nov 12, 2026

Original job description

Anisa Henry 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) 🏢 Client-Focused Wealth Management Firm 💰 Competitive Base + Bonus

Anisa 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.

Responsibilities:

Client & Meeting Support

Prepare meeting materials and supporting documentation
Participate in client meetings and document follow-up items
Handle routine client communications and service requests
Follow up on documents, signatures, and outstanding items
Provide backup support to Lead Advisors as needed

Financial Planning

Gather and maintain client financial information
Prepare and update financial plans with Lead Advisor guidance
Support planning analyses across retirement, tax, estate, and insurance
Coordinate information with internal and external specialists
Identify missing information, inconsistencies, and implementation needs

Coordination & Execution

Turn client decisions into clear next steps
Track requests, paperwork, and internal deliverables
Maintain accurate records, notes, tasks, and deadlines
Follow up on outstanding items and escalate delays
Help keep recurring client service activities on schedule

Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.

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.

Apply on roberthalf.com About employer

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Work requirements

Jobs in the United States