Description Ready to Take the Next Step? Let’s Connect! If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you! Wealth Management Associate About the Firm A relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative and growth‑oriented team. The firm partners with individuals, families, and business owners to clarify goals, develop thoughtful financial strategies, and deliver meaningful long‑term impact. With an average client size of roughly $1.5M, the firm provides a high‑touch, personalized planning experience built on trust and exceptional service. This role offers hands‑on exposure to senior leadership, sophisticated planning work, and a clear path to developing into a trusted advisor. About the Role The Wealth Management Associate will support Senior Advisors across financial planning, client relationship management, and operational execution. This position acts as a key partner—participating in client meetings, managing planning workflows, and ensuring seamless follow‑through on all action items. The ideal candidate is analytical, detail‑oriented, proactive, and comfortable managing multiple priorities in a fast‑paced environment. Key Responsibilities Client & Advisor Support + Attend client meetings, take detailed notes, and drive follow‑up tasks + Support client communication and relationship management + Assist with onboarding new clients and ongoing service needs + Serve as a project manager to help Advisors execute business priorities Operations & Client Service + Maintain and update CRM workflows, tasks, and records + Handle account paperwork, transfers, updates, and coordination with custodians + Interface with broker‑dealers and other external partners + Prepare meeting materials, agendas, and client presentations Financial Planning & Investment Support + Gather and review client financial documents for planning accuracy + Track planning deliverables and ensure timely completion + Identify opportunities to streamline and improve planning processes + Assist with insurance illustrations and proposals (life, disability, LTC) What This Role Offers + Broad exposure to the full financial planning and wealth‑management process + A clear path to future client‑facing advisory responsibilities + Strong work‑life balance + Support for FINRA licensing and CFP® coursework Requirements Ready to Learn More? If this opportunity aligns with what you're looking for, I’d love to connect. Apply today and share your resume with JC del Rosario via LinkedIn—I’m happy to walk you through the role and explore how it fits your career goals. Required Qualifications + 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 skills and high accuracy with spreadsheets + Critical‑thinking ability with strong attention to detail + Experience with custodial platforms (ideally Schwab) + Bachelor’s degree Preferred Qualifications + Experience overseeing operations staff or associate advisors + Series 7, 65, 66, CFP®, ChFC®, or other relevant credentials + Experience with life insurance products 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) .