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Training Specialist 1 (NY HELPs)
Information Technology Services, Office of
Albany, NY
- $53,132 to $88,970 USD / year
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SC
Training Specialist 1, (SG-18), Training Specialist Trainee 2, (SG-16), Training Specialist Trainee 1, (SG-14)(NYHELPS) Item# 00968
State Comptroller, Office of the
Albany, NY
- $56,183 to $88,970 USD / year
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ETF Product Developer, Associate – ETF Platform
BlackRock
San Francisco, CA
We are seeking an Associate, ETF Product Developer to help design and deliver innovative iShares ETFs and the platform capabilities required to support them.
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Tax Manager
GPAC
Mesquite, TX
- $100,000 to $125,000 USD / year
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Tax Senior
GPAC
Plano, TX
- $75,000 to $100,000 USD / year
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Tax Manager
GPAC
Plano, TX
- $100,000 to $125,000 USD / year
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Tax Senior
GPAC
Fort Worth, TX
- $75,000 to $100,000 USD / year
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Tax Manager
GPAC
Benbrook, TX
- $100,000 to $125,000 USD / year
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Tax Manager
GPAC
Benbrook, TX
- $100,000 to $125,000 USD / year
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Tax Manager
GPAC
Colleyville, TX
- $100,000 to $125,000 USD / year
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Tax Senior
GPAC
Burleson, TX
- $75,000 to $100,000 USD / year
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Tax Senior
GPAC
Richardson, TX
- $75,000 to $100,000 USD / year
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Tax Manager
GPAC
Richardson, TX
- $100,000 to $125,000 USD / year
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Tax Senior
GPAC
Weatherford, TX
- $75,000 to $100,000 USD / year
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Lead Budtender
Essential Employment Services
Seymour, CT
- Up to $20 USD / hour
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Clinical Pharmacist
Lifted, an Upwork Company™
Remote, United States
Added just now
Employment Specialist | Starting at $21.00
Easterseals Midwest
Gladstone, MO
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Wind Technician Any Level - Clearwater Wind: Miles City, MT
NextEra Energy
Miles City, MT
Join the nation's largest infrastructure developer as a Wind Technician at NextEra Energy. As a Wind Technician, you will be the critical front line to ensure the safe and optimal…
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Associate Engineer- Environmental Services
NextEra Energy
Florida City, FL
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Direct Support Professional
Merakey
Pine Grove, PA
- $16.75 USD / hour
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Direct Support Professional
Merakey
Slippery Rock, PA
- Up to $18 USD / hour
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Licensed Practical Nurse
Merakey
Coraopolis, PA
- $29 USD / hour
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Analyst, Planning and Inventory
Independent Purchasing Cooperative
Miami, FL
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Program Manager - USCG FD&I
JCTM, LLC
Washington, DC
Added just now
Senior Advisory Board Member - USCG FD&I
JCTM, LLC
28278 · Washington, DC

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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