Associate Advisor
Not Disclosed•Full-TimeOn-site
location_on1251, Folsom Street, West SoMa, Civic Center, South of Market, San Francisco, California, 94103, United States
About the Opportunity
What if your next role wasn't just a job, but the launchpad to becoming a trusted Wealth Advisor? A thriving wealth management firm with over $4.5 billion in assets under management is seeking an Associate Advisor who is hungry to learn, eager to grow, and excited to make a meaningful impact in clients' financial lives.
This is not a back-office support seat. You will be deeply involved in the full client journey—from preparing for meetings and building financial plans to helping implement recommendations and delivering a high-touch client experience. You will work closely with senior advisors while receiving structured mentorship, coaching, and real career development, with the opportunity to grow into larger advisory responsibilities over time.
If your long-term vision is to become a trusted advisor, a future leader, or even build your own book one day, this firm wants to invest in that journey. You will join a highly respected, collaborative team where you'll work directly alongside seasoned advisors, gaining hands-on exposure to complex financial planning and building the foundation for a long-term career in wealth management.
Hiring Process
If you are looking for a place where you can learn fast, grow meaningfully, and build a real future in wealth management, please apply to this posting. For additional consideration, you may also reach out to Mahmoud Adam, CPA, on LinkedIn.
Equal Opportunity
Robert Half is an Equal Opportunity Employer. We consider qualified applicants regardless of background, including criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.
Work location
Work model: On-site
1251, Folsom Street, West SoMa, Civic Center, South of Market, San Francisco, California, 94103, United States
San Francisco, California
Key Responsibilities
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Frequently asked questions about Associate Advisor at Robert Half
What does a Associate Advisor at Robert Half do?expand_more
A Associate Advisor at Robert Half is responsible for the following: Partner with Senior Advisors to support high-net-worth client relationships; Help build and execute comprehensive financial plans; Prepare for client meetings, analyze financial data, and implement recommendations; and Coordinate with Operations, Compliance, and Client Services to deliver a seamless experience.
What are the requirements for this Associate Advisor role?expand_more
Robert Half is looking for candidates who meet the following requirements: 1-5 years of financial planning or wealth management experience; SIE, Series 7, 66 (or 63/65), and Life & Health license (or ability to obtain); CFP® track or strong desire to pursue it; Experience with planning tools like eMoney, MoneyGuidePro, or RightCapital; and Legally authorized to work in the United States.
Where is the Associate Advisor role at Robert Half located?expand_more
Associate Advisor at Robert Half is based in 1251, Folsom Street, West SoMa, Civic Center, South of Market, San Francisco, California, 94103, United States. This is a on-site role.
Is this Associate Advisor job remote, hybrid, or on-site?expand_more
Robert Half has listed this Associate Advisor role as on-site.