Jobs in the United States

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Added 1 min ago
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Robert Half

Associate Wealth Advisor

San Francisco, CA, United States

$100,000 to $125,000 USD / year

Apply on roberthalf.com About employer

Applications open in a new tab.

Job details

Pay: $100,000 to $125,000 USD / year
Apply by: Dec 18, 2026
Experience: 3+ years of experience in wealth management, financial planning, or financial services
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 Wealth Advisor 📍 San Francisco, CA (Hybrid) 🏢 Growing Wealth Management Firm 💰 Competitive Base + Bonus

Anisa is partnered with a wealth management firm is seeking an Associate Wealth Advisor to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients.

The Associate Wealth Advisor will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time. This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential.

Responsibilities

Prepare and update financial plans using financial planning software
Build and maintain strong relationships with clients and team members
Follow up with clients to gather information and clarify financial objectives
Participate in client meetings and document discussions
Support advisors in helping clients define and achieve their financial goals
Monitor client progress and assist with ongoing financial planning needs
Meet established deadlines and service standards
Coordinate account administration and assist with investment-related requests and client inquiries
Research and resolve account and operational issues
Process account transactions while maintaining accuracy and regulatory compliance
Identify opportunities to improve processes, efficiencies, and client service delivery
Support goals-based financial planning and wealth management strategies
Collaborate with internal subject matter experts and team members as needed
Participate in training, professional development, and continuing education programs
Stay current on industry trends, regulations, policies, and procedures
Perform additional duties and special projects as assigned

For fastest consideration, reach out to Anisa Henry via email or LinkedIn.

Qualifications

3+ years of experience in wealth management, financial planning, or financial services
Bachelor's degree and/or relevant professional certification preferred
Series 65, Series 66, CFP®, CPA, CFA®, or similar professional credential preferred
Strong commitment to ethical conduct and client confidentiality
Working knowledge of financial planning concepts and strategies
Growth-oriented mindset and commitment to continuous learning
Understanding of industry regulations, compliance requirements, and best practices
Excellent communication, presentation, organizational, and time management skills
Ability to assess client needs and develop tailored financial solutions
Strong technology skills, including proficiency with Microsoft Office and financial planning software
Collaborative team player with strong interpersonal skills

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.

Apply on roberthalf.com About employer

More about this job

Skills

Financial planning
Research
Regulatory compliance
Improve business processes
CPA
CFA
Confidentiality
Communication skills
Time management
Microsoft Office
Interpersonal skills

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Work requirements

Jobs in the United States