Associate Advisor Job at Robert Half, San Francisco, CA

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  • Robert Half
  • San Francisco, CA

Job Description

Associate Advisor – Wealth Management (High-Growth Track)

San Francisco, CA (Hybrid)

Competitive Base + Bonus (Strong upward trajectory)

If you’re early in your advisory career and tired of just supporting plans instead of shaping them , this is where things change.

This is an opportunity to join a high-performing wealth management firm where you’ll work directly with experienced advisors, gain exposure to complex high-net-worth planning , and grow into a true lead advisor over time .

What makes this role different:

  • You’re not stuck doing admin work, you’ll actively contribute to financial plans
  • Direct exposure to HNW and UHNW clients
  • Learn from a team that values precision, structure, and high standards
  • Clear path to grow into a Lead Advisor / Financial Planning role
  • Work-life balance that actually exists

What you’ll be doing:

  • Support the creation and refinement of comprehensive financial plans
  • Work alongside senior advisors on client strategy, modeling, and recommendations
  • Assist in cash flow, retirement, tax, and estate planning analysis
  • Help improve planning processes and ensure accuracy and consistency
  • Participate in client meetings and gradually take on more responsibility

What they’re looking for:

  • 2–5+ years of experience in financial planning / wealth management
  • Progress toward or completion of Certified Financial Planner (CFP) preferred
  • Strong interest in working with high-net-worth clients
  • Experience with tools like MoneyGuidePro is a plus
  • Detail-oriented, analytical, and eager to grow

The upside:

  • Mentorship from experienced leadership and direct exposure to decision-making
  • Accelerated learning curve across advanced planning strategies
  • Opportunity to grow into a client-facing lead advisor role
  • Collaborative, high-standard environment that invests in your development

If you’re looking for more than just a stepping stone—and want a role where you can learn fast, contribute early, and grow into something bigger —this is worth a conversation.

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