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Senior Applications Architect
Robert Half
Duluth, GA
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Workday Source to Pay
Robert Half
Atlanta, GA
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Applications Manager
Robert Half
Atlanta, GA
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Presentation Specialist
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Atlanta, GA
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Cash Application Experience
Robert Half
Victor, NY
- $24.7 to $28 USD / hour
Added 25 mins ago
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Accounting Assistant
Robert Half
Rochester, NY
- $24 to $27 USD / hour
Added 25 mins ago
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Tax Manager - Public
Robert Half
Davenport, IA
- $95,000 to $110,000 USD / year
Added 25 mins ago
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Accounting Assistant
Robert Half
Modesto, CA
- $24 to $27 USD / hour
Added 25 mins ago
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Labor & Employment Associate
Robert Half
Corte Madera, CA
- $135,000 to $215,000 USD / year
Added 25 mins ago
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Accounting Manager
Robert Half
Cardiff, CA
- $60 to $70 USD / hour
Added 25 mins ago
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Staff Accountant
Robert Half
Seattle, WA
- $31.66 to $36.66 USD / hour
Added 25 mins ago
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Software Support Engineer
Robert Half
Lodi, WI
- $90,000 to $120,000 USD / year
Added 25 mins ago
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Associate Attorney
Robert Half
Corte Madera, CA
- $140,000 to $225,000 USD / year
Added 25 mins ago
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Senior Fund Accountant
Robert Half
Menlo Park, CA
- $110,000 to $150,000 USD / year
Added 25 mins ago
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Staff Accountant at Real Estate Development Firm
Robert Half
Oakland, CA
- $80,000 to $110,000 USD / year
Added 25 mins ago
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Associate Financial Advisor
Robert Half
San Ramon, CA
- $100,000 to $130,000 USD / year
Added 25 mins ago
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Controller, Family Office
Robert Half
San Francisco, CA
- $200,000 to $260,000 USD / year
Added 25 mins ago
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Venture Capital Finance Associate
Robert Half
San Francisco, CA
- $100,000 to $145,000 USD / year
Added 25 mins ago
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Finance Associate at Venture Capital Firm
Robert Half
San Francisco, CA
- $110,000 to $140,000 USD / year
Added 25 mins ago
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Fund Accounting Analyst Growing Investment Firm
Robert Half
Menlo Park, CA
- $110,000 to $135,000 USD / year
Added 25 mins ago
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Tax Manager
Robert Half
San Jose, CA
- $140,000 to $190,000 USD / year
Added 25 mins ago
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Associate Wealth Advisor
Robert Half
Danville, CA
- $80,000 to $100,000 USD / year
Added 25 mins ago
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Finance Manager
Robert Half
San Jose, CA
- $160,000 to $200,000 USD / year
Added 25 mins ago
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Financial Planner at Wealth Management Firm
Robert Half
Walnut Creek, CA
- $120,000 to $160,000 USD / year

Robert Half

Associate Wealth Advisor

Danville, CA, United States

$80,000 to $100,000 USD / year

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Job details

Pay: $80,000 to $100,000 USD / year
Apply by: Dec 11, 2026
Education: Bachelor’s degree
Experience: 1-4+ years of wealth management experience
Posting language: English
Posted: Nov 6, 2026

Original job description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

Associate Advisor | Wealth Management Firm | San Ramon

Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service.

Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development.

Responsibilities

Support senior advisors with financial planning and investment strategy
Build financial plans and prepare for client meetings
Participate in client meetings and manage follow-up
Support client onboarding and ongoing relationship management
Review client financial information and prepare planning materials
Handle account openings, transfers, and client paperwork
Support insurance planning and coordinate with custodians/external partners
Maintain CRM records and improve planning workflows

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Bachelor’s degree required
1-4+ years of wealth management experience
Background in financial planning, client service, operations, or investments
Experience supporting advisors and client relationships
Strong analytical skills, attention to detail, and communication
Proficiency with Excel and Google Sheets
eMoney, CRM, portfolio management, or custodial platform experience preferred
Series 7, 65/66, CFP, or ChFC a plus
Proactive, personable, and eager to grow

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

Michelle 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.

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