Associate Wealth Advisor

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.

Requirements

• Bachelor’s degree required

• 1-3+ 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.

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.

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