Jobs in the United States

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Added 7 mins ago
Lead Product Manager - Provider Direct Connect
Humana
Providence, RI
…will work closely with provider partners, technology teams, operations, architecture, implementation teams, and business stakeholders to identify opportunities, prioritize investments, and…
Added 11 mins ago
LC
FT Sales Associate
LOVESAC COMPANY
Vacaville, CA
- $18.59 to $20.69 USD / hour
As a Lovesac Sales Associate, you are energized by connecting with customers, delivering remark able results, and helping people design products that fit their lifestyle and space. You’re…
Added 29 mins ago
Registered Nurse - Informaticist
Veterans Affairs, Veterans Health Administration
Fargo, ND
Added 52 mins ago
Seasonal Associate
Sephora
Sioux Falls, SD
As a Seasonal Associate, you'll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You'll…
Added 1 hour ago
Warehouse Associate I
ManpowerGroup
Brooks, KY
Our client, a fast-paced distribution and GMP-focused operations team is seeking a Warehouse Associate to join their team. As a Warehouse Associate , you will be part of the warehouse…
Added 1 hour ago
Senior Controls Engineer II
Actalent
Erlanger, KY
Collaborate with the development team to ensure products fit with current and future manufacturing operations.
Added 1 hour ago
Manager, 401(k) Client Services
ADP
Louisville, KY
ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client services team to ensure delivery of optimal service. Typically manages 10-12 401(k)…
Added 1 hour ago
Registered Nurse-Post Anesthesia Care Unit
Veterans Affairs, Veterans Health Administration
Louisville, KY
Added 1 hour ago
Registered Nurse-Outpatient Home Based Primary Care
Veterans Affairs, Veterans Health Administration
Louisville, KY
Added 1 hour ago
Associate, Webcast Marketing
KPMG
Louisville, KY
KPMG is currently seeking an Associate, Webcast Marketing to join our Clients and Markets organization.
Added 1 hour ago
Cloud Network Architect
Cognizant
Plain City, OH
…migrations, and partners with security, platform, application, and operations teams to deliver reliable hybrid and multi-cloud…
Added 1 hour ago
Production Supervisor 1st Shift
Creative Business Innovations, LLC
East Liberty, OH
Creative Business Innovations is looking for a 1st Shift Production Supervisor for our client in East Liberty, OH. Schedule: Monday - Friday (Saturdays as scheduled)| 1st Shift Hours |…
Added 1 hour ago
C
Billing Support Specialist
Cognizant
Blue Ash, OH
- $60,000 to $65,000 USD / year
…focus on outcomes. You will be a key member of the finance and operations team, collaborating with Project Managers and other stakeholders to ensure timely and accurate invoicing. You will…
Added 1 hour ago
Nurse- Outpatient Mental Health Nurse Manager
Veterans Affairs, Veterans Health Administration
Chillicothe, OH
Added 1 hour ago
S
Executive Chef 3
Sodexo
ZANESVILLE, OH
- $74,290 to $96,140 USD / year
…culinary excellence. You’ll lead the charge in standardizing operations, fostering team development, and crafting innovative menus that meet diverse client needs, all while building strong…
Added 1 hour ago
Material Handler - Inventory
DSV Air & Sea Inc
Westerville, OH
…6:30am Thurs/Fri/Sat and every other Weds. The Inventory Control Associate is responsible for operating MHEs for the purpose of moving, locating, relocating, stacking, and counting.…
Added 1 hour ago
Senior Associate, State and Local IBM Maximo
KPMG LLP
Cleveland, OH
…consider a career in Advisory. KPMG is currently seeking a Senior Associate in Customer & Operations for our Consulting practice. Responsibilities : - Support the delivery of large, complex…
Added 1 hour ago
Business Process Audit Senior Associate | Internal Audit | Risk Advisory
CBIZ Operations, Inc.
Cleveland, OH
…businesses across North America. The Business Process Audit Senior Associate works as a member of the Risk & Advisory Services team in providing outstanding service to our valued clients.…
Added 1 hour ago
IT Audit Senior Associate | Internal Audit | Risk Advisory
CBIZ Operations, Inc.
Cleveland, OH
…experienced, motivated, and detail-oriented IT Audit Senior Associate to support the execution of internal audits with a focus on IT General Controls (ITGCs) and Sarbanes-Oxley (SOX) IT…
Added 1 hour ago
C
Sales Support Coordinator
CBRE
Columbus, OH
- $26.45 to $28.85 USD / hour
…administrative support to an office or group of sales professionals. The Client Services Associate collects, compiles, and analyzes sophisticated data and information and creates…
Added 1 hour ago
A&
Remote | Customer Experience Associate | We Will Train You
Aisles & Abroad
Remote, United States
- $45,000 to $65,000 USD / year
Aisle & Abroad is seeking a Remote Customer Experience Associate to support client communication, scheduling, and coordination for weddings, events, and destination experiences.
Added 1 hour ago
A&
Online | Entry Level | Customer Experience Associate
Aisles & Abroad
Remote, United States
- $45,000 to $65,000 USD / year
We are seeking a Remote Customer Experience Associate to support client communication, scheduling, and coordination for weddings, events, and destination experiences.
Added 1 hour ago
A&
Entry Level | Remote | Customer Experience Associate
Aisles & Abroad
Remote, United States
- $45,000 to $65,000 USD / year
Aisle & Abroad is seeking a Remote Customer Experience Associate to support client communication, scheduling, and coordination for weddings, events, and destination experiences.
Added 1 hour ago
A&
Entry Level | Customer Experience Associate
Aisles & Abroad
Remote, United States
- $45,000 to $65,000 USD / year
We are seeking a Remote Customer Experience Associate to support client communication, scheduling, and coordination for weddings, events, and destination experiences.
Added 2 hours ago
Buyer / Planner
LeeBoy Inc
Lincolnton, NC
Associate's or Bachelor's degree in Supply Chain Management, Business, Operations Management, or a related field preferred.

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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