Description Wealth Management Associate Client‑Focused | Analytical | Growing Firm Environment About the Firm A relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify their goals, build meaningful financial strategies, and create impact beyond traditional returns. With an average client size of approximately $1.5M, the firm delivers high‑touch planning and exceptional client service through a thoughtful, people‑first approach. This role provides the opportunity to work closely with senior leadership, engage in sophisticated planning, and develop into a trusted advisor over time. About the Role As a Wealth Management Associate, you will support Senior Advisors across financial planning, client relationship management, and daily operational needs. You will act as a strategic partner—helping manage planning workflows, joining client meetings, and ensuring follow‑through on critical action items. Success requires strong analytical ability, solid judgment, exceptional attention to detail, and the ability to manage multiple priorities in a dynamic environment. Key Responsibilities Client & Advisor Support + Join client meetings, take notes, and manage follow‑up action items + Provide high‑level client communication and relationship support + Support onboarding of new clients and ongoing relationship development + Act as a project manager to help Senior Advisors execute on business‑unit priorities Operations & Client Service + Manage CRM workflows, updates, and task tracking + Handle account paperwork, transfers, updates, and custodian communication + Coordinate with broker‑dealers and external partners + Prepare meeting agendas, client presentations, and supporting documents Financial Planning & Investment Support + Collect and review client financial documents for planning accuracy + Track planning‑related tasks and update workflows as needed + Identify opportunities to improve financial planning processes + Assist with insurance proposals (life, disability, long‑term care) Who Thrives Here + Analytical thinkers who enjoy solving complex problems + Individuals who take ownership and “lean in” to challenges + Professionals who value accuracy, high standards, and operational excellence + Team‑oriented communicators who appreciate a supportive and growing environment What This Role Offers + Broad exposure to the full wealth‑management process + Future opportunities to work directly with clients as an advisor + Strong emphasis on work‑life balance + Support for FINRA licensing and CFP® coursework Requirements Ready to Learn More? If you’re excited to explore this opportunity, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and see how this role aligns with your career goals! Required + 3–6+ years of experience at a wealth management or financial advisory firm + Background in client service, operations, planning, strategy, or investment support + Comfortable supporting advisors and managing client relationships + Strong analytical ability, accuracy with spreadsheets, and critical‑thinking skills + Experience with custodial platforms (preferably Schwab) + Bachelor Degree Preferred + Experience overseeing operations staff or associate advisors + Series 7, 65, 66, CFP®, ChFC® or similar credentials + Life insurance experience 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) .