Jobs in the United States

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Added 1 min ago
A
Clinical Research Coordinator
Actalent
Warren, NJ
- $29 to $30 USD / hour
Bachelor's degree in Life Sciences, Nursing, Healthcare Administration, or a related field.
Added 10 mins ago
Senior Litigation Paralegal
Morgan & Morgan, P.A.
Detroit, MI
…corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the…
Added 10 mins ago
Litigation Paralegal
Morgan & Morgan, P.A.
West Palm Beach, FL
…corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the…
Added 10 mins ago
Litigation Paralegal
Morgan & Morgan, P.A.
Detroit, MI
…corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the…
Added 10 mins ago
Litigation Paralegal
Morgan & Morgan, P.A.
Birmingham, AL
…corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the…
Added 10 mins ago
Litigation Paralegal
Morgan & Morgan, P.A.
Birmingham, AL
…corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the…
Added 10 mins ago
Litigation Paralegal
Morgan & Morgan, P.A.
Detroit, MI
…corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the…
Added 10 mins ago
General Liability Litigation Paralegal
Morgan & Morgan, P.A.
Detroit, MI
…corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the…
Added 10 mins ago
Lab Technician III - Histology
Cleveland Clinic
United States
Be involved in creating slides and/or duties associated with the subspecialty client liaison.
Added 15 mins ago
Field Operations Manager
Walker-Miller Energy
Atlantic City, NJ
Prepare field-operations updates, risks, forecasts, and corrective-action status for program leadership and client reporting.
Added 25 mins ago
IG
Licensing Specialist
Insight Global
Goodlettsville, TN
- From $20 USD / hour
2-4 years of corporate background in legal administration, business operations, contracting, or licensing work
Added 36 mins ago
Document Control Specialist
Actalent
Wilmington, MA
Basic database administration knowledge and strong proficiency with spreadsheets, process-mapping tools, word processing, presentation software, email, and collaboration platforms.
Added 36 mins ago
A
Clinical Research Coordinator
Actalent
Warren, NJ
- $29 to $30 USD / hour
Bachelor's degree in Life Sciences, Nursing, Healthcare Administration, or a related field.
Added 36 mins ago
Senior Analyst, Project Management
Aetna Resources, LLC
Remote, United States
Evaluates impact of customer requested exceptions and develops reasonable alternatives to satisfy Client needs while minimizing impact on systems and operations.
Added 38 mins ago
Project Scheduler
Strategic Staffing Solutions
Moundsville, WV
Lead the administration of the project management organizational standards and assist in the management of projects to those standards.
Added 42 mins ago
M&
Legal Assistant
Morgan & Morgan, P.A.
Minneapolis, MN
- $22 USD / hour
…corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every member of our firm has a key role to play in the…
Added 46 mins ago
HEALTH SERVICES ADMINISTRATOR
The GEO Group
Big Spring, TX
Bachelor’s degree in Healthcare Administration or a Bachelor’s or Associate’s degree in Nursing.
Added 48 mins ago
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Management Professional - New York
Campus
NY
Support the Trust Administration team with the operation, maintenance, and monitoring of client accounts
Added 49 mins ago
CO
Senior Advisor, Digital Strategy
City of New York
New York City, NY
- $180,000 to $190,000 USD / year
…agencies and departments, and managing public property. The administration is leading the fight in making the city more affordable, reducing inequality, improving public safety, ensuring…
Added 56 mins ago
AU
Regional HR Manager – Technology Client
Allied Universal
San Francisco, CA
- $130,000 to $160,000 USD / year
The Human Resources Manager leads HR strategy and daily HR operations for a dedicated client security program. This billable role carries responsibility for employee and labor relations,…
Added 1 hour ago
Senior Associate, Creative Design
Trimont
Atlanta, GA
…effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the…
Added 1 hour ago
A
Electrical Engineer
Actalent
Richmond, VA
- $40 to $55 USD / hour
Oversee Construction Administration duties, including reviewing submittals, answering RFIs, conducting site visits, and punch.
Added 1 hour ago
V
Billing Analyst
VHB
Watertown, MA · Boston, MA · Worcester, MA · Springfield, MA
- $28 to $40 USD / hour
…will play a key part in supporting the billing and financial administration of our engineering projects, helping ensure accurate, timely invoicing and strong project financial…
Added 1 hour ago
Intake Therapist
Fair Haven Community Health Care
new haven, CT
If appropriate they will work with the client on making referrals to other services to meet the full spectrum of client needs assessed
Added 1 hour ago
EE
Executive Assistant
Express Employment Professionals
Weston, WV
- $23.02 USD / hour
…looking for a rewarding career in Weston, West Virginia? Our client is seeking a highly organized, detail-oriented professional to provide executive-level administrative support to senior…

Robert Half

Associate Advisor | RIA Firm

San Ramon, CA, United States

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Job details

Experience: 3+ years of experience in wealth management, financial services, or a client-facing advisory support role
Posting language: English
Posted: Oct 30, 2026

Original job description

Description

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the operational, analytical, and technical side of wealth management, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.

Key responsibilities include:

Prepare, update, and maintain comprehensive financial plans using planning software
Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions
Foster strong, trusted relationships with clients through consistent communication and responsiveness
Track client progress against financial plans and ensure timely updates and plan reviews
Coordinate account administration including onboarding, account maintenance, and investment-related service requests
Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance
Research and resolve account discrepancies and operational issues
Collaborate with internal specialists to ensure seamless client service delivery across teams
Identify opportunities to improve processes, efficiency, and overall client experience
Participate in ongoing training, education, and firm initiatives to support professional development

Requirements

3+ years of experience in wealth management, financial services, or a client-facing advisory support role
Bachelor’s degree in Finance, Business, Economics, or related field preferred
One or more of the following required: Series 65, Series 66, CFP®, CPA, or CFA
Strong understanding of financial planning principles and fiduciary standards
Proficiency with Microsoft Office; familiarity with tools such as eMoney, Orion, Practifi, or Schwab Advisor Center strongly preferred
Excellent communication skills with the ability to build trust and manage client relationships
Highly organized with strong attention to detail and ability to manage multiple priorities
Proactive, collaborative, and comfortable working in a fast-paced, team-oriented environment
Demonstrated growth mindset with a desire to develop into a lead advisor role over time

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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More about this job

Skills

Documentation
Communication skills
Regulatory compliance
Research
Improve business processes
CPA
CFA
Financial planning
Microsoft Office
Attention to detail
Customer service

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