Description Wealth Management Associate About the Firm A relationship‑focused 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 financial goals, build thoughtful strategies, and deliver long‑term impact. With an average client size of approximately $1.5M, the firm provides a high‑touch planning experience centered on trust, personalization, and exceptional service. This role offers direct exposure to senior leadership, complex financial planning work, and a clear path toward becoming a trusted advisor. About the Role The Wealth Management Associate will partner closely with Senior Advisors across financial planning, client relationship management, and operational support. You’ll participate in client meetings, manage planning workflows, and ensure all follow‑up items are executed seamlessly. The ideal candidate is analytical, detail‑oriented, proactive, and adept at managing multiple priorities in a dynamic environment. Key Responsibilities Client & Advisor Support + Attend client meetings, capture detailed notes, and manage follow‑up tasks + Support client communication and relationship management + Assist with client onboarding and ongoing service needs + Act as project manager to support Advisor priorities Operations & Client Service + Maintain CRM workflows, tasks, and client records + Process account paperwork, transfers, and updates + Coordinate with custodians, broker‑dealers, and external partners + Prepare meeting materials, agendas, and presentations Financial Planning & Investment Support + Gather and review financial documents for planning accuracy + Track deliverables and ensure timely completion + Identify opportunities to streamline 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 pathway 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 targeting, I’d be happy to connect. Apply today and share your resume with JC del Rosario via LinkedIn—I'm glad to walk you through the role and explore how it fits your long‑term goals. Required Qualifications + 3–6+ years of experience within a wealth management or financial advisory firm + Background in client service, operations, financial planning, strategy, or investment support + Comfortable supporting advisors and managing client relationships + Strong analytical skills with high accuracy in spreadsheets + Strong critical‑thinking skills and 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 similar industry credentials + Experience working 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) .