101 Results for Associate Wealth Advisor Jobs

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Associate Wealth Advisor

Fort Worth, TX
onsite
Permanent / Full Time
90000 - 135000 USD / Yearly
We are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort Worth, Texas. In this role, you will collaborate closely with senior leadership to support sophisticated financial planning needs for professionals, families, and institutional clients. This opportunity is ideal for someone who wants meaningful client exposure, hands-on planning experience, and a long-term path toward increased leadership and ownership responsibility. My Fort Worth Client is seeking an Associate Wealth Advisor. This is a boutique Fort Worth Firm looking for someone who WANTS to grow and put them on a track to partnership Associate Wealth Advisor — Fort Worth, TX (76104)A private wealth management firm serving high-performing professionals, families, and institutions.This isn't a seat you sit in for a decade. You'll work shoulder-to-shoulder with a senior advisor on real client work from day one — research, deliverables, planning — on a genuine track to partner. We want someone here to build something. You bring:<ul><li>CFP (Preferred) with 3+ years of practice experience</li><li>A track record creating retirement plans, implementing risk mitigation strategies, and managing long-term relationships for mass affluent and high net-worth families</li><li>Hunger, presence, and a habit of outperforming</li><li>On site - Fort Worth, TX 76104. Work from home a couple days a month is okay! </li></ul>Competitive base, incentives, 401(k) match, health insurance, PTOInterested candidates should send over an updated resume for confidential consideration. Joe.Faradie at roberthalf com
2026-09-30T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-09-19T00:00:00Z

Associate Wealth Advisor

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Associate Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-10-02T00:00:00Z

Associate Financial Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Financial Advisor📍 Walnut Creek, CA (In-Office)🏢 Relationship Driven Wealth Management Firm💰 Competitive Base + Bonus Anisa is partnered with a respected, independent wealth management firm with a long-standing reputation for delivering sophisticated financial guidance and exceptional client service. Backed by a stable and growing platform, the firm has built its success on trust, collaboration, and lasting client relationships that span generations. This is an outstanding opportunity for an experienced Associate Financial Advisor to step into an established client base, work alongside seasoned advisors, and play an integral role in helping individuals and families achieve their financial goals. As an Associate Financial Advisor, you'll partner closely with senior advisors to support an established client base while delivering comprehensive financial planning and investment guidance. Key Responsibilities<ul><li>Manage and support a substantial portfolio of client relationships in partnership with senior advisory professionals.</li><li>Develop personalized financial planning recommendations tailored to each client's goals, risk tolerance, and long-term objectives.</li><li>Conduct client meetings and portfolio reviews, providing proactive guidance and advice.</li><li>Assist in creating comprehensive wealth management strategies, including retirement, investment, estate, and risk-planning considerations.</li><li>Build trusted relationships with clients and become a valued resource throughout their financial journey.</li><li>Prepare financial analyses, recommendations, and planning presentations.</li><li>Collaborate with internal team members to deliver a seamless, high-touch client experience.</li><li>Maintain compliance with all regulatory requirements, policies, and industry standards.</li><li>Contribute to business growth initiatives and participate in relationship-development activities.</li></ul>For fastest consideration, please reach out to Anisa Henry via email or LinkedIn.
2026-09-29T00:00:00Z

Associate Advisor for Established Wealth Manager

San Ramon, CA
onsite
Permanent / Full Time
105000 - 125000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. San Ramon, CA | $105,000–$125,000 + Bonus | Excellent Benefits + 401(k) Match Robert Half Financial Services is partnering with an established Registered Investment Advisory (RIA) firm in San Ramon on an exciting opportunity for an Associate Advisor to join a growing wealth management team.This role is ideal for someone with a strong foundation in wealth management who enjoys working directly with clients, has an interest in financial planning, and is looking for a long-term career path within an RIA environment.As an Associate Advisor, you will work closely with an established Wealth Manager and play an important role in delivering a high-touch client experience. You’ll gain exposure to the full wealth management and financial planning process while receiving coaching and mentorship designed to help you grow into greater responsibility over time. What You’ll Do<ul><li>Partner closely with an established Wealth Manager to support high-net-worth client relationships.</li><li>Prepare for client meetings by gathering, organizing, and analyzing client financial information.</li><li>Assist with financial planning analysis and draft comprehensive financial plans and recommendations.</li><li>Help implement investment, financial planning, and other client recommendations.</li><li>Coordinate and follow up on client action items to ensure a seamless and responsive client experience.</li><li>Leverage the firm’s CRM to maintain accurate client information, track activities, and manage follow-up.</li><li>Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution.</li><li>Participate in client meetings and gradually take on increased responsibility within client relationships.</li><li>Build knowledge and confidence across financial planning, investments, and overall wealth management.</li><li>Develop toward the ability to independently manage client relationships and potentially pursue future leadership or partnership opportunities.</li></ul>
2026-09-18T00:00:00Z

Associate Advisor Reputable Wealth Management Firm!

San Francisco, CA
onsite
Permanent / Full Time
115000 - 140000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A well-established Wealth Management firm is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for a financial services professional with 4+ years of experience and exposure to financial planning who is looking to take on greater client responsibility and grow within a high-touch advisory environment.The Associate Advisor will work closely with clients and senior advisors across wealth planning, investment management, and day-to-day client service. This person will have meaningful exposure to client relationships and the opportunity to participate in client meetings while working within a small, team-oriented environment. Key Responsibilities:<ul><li>Build strong client relationships and serve as a trusted point of contact for ongoing needs</li><li>Prepare for and participate in client meetings, including follow-up and action items</li><li>Coordinate client requests, account activity, transfers, trades, and other financial transactions</li><li>Assist with investment portfolio monitoring and implementation of client investment strategies</li><li>Support comprehensive financial planning across retirement, tax, estate, education, cash flow, and other planning areas</li><li>Maintain accurate client records and ensure work is completed thoroughly and on schedule</li><li>Partner closely with advisors and internal teams to deliver a seamless client experience</li><li>Contribute to firm initiatives, team projects, and knowledge-sharing opportunities</li></ul>
2026-09-25T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
105000 - 125000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Advisor📍 San Ramon, CA (On-Site)🏢 Thriving Wealth Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits + Long-Term Incentives A growing and highly respected wealth management firm overseeing billions in client assets is seeking an Associate Advisor to join a successful advisory team serving high-net-worth individuals, families, and retirement plan clients. This is an exceptional opportunity to gain hands-on experience in comprehensive financial planning while working alongside experienced advisors in a collaborative, growth-oriented environment. What You'll Do<ul><li>Partner with Senior Advisors to deliver comprehensive wealth management and financial planning services</li><li>Prepare and update financial plans covering retirement, investment, tax, insurance, and estate planning strategies</li><li>Participate in client meetings and assist with relationship management initiatives</li><li>Conduct financial analysis, planning research, and investment-related due diligence</li><li>Prepare meeting materials, recommendations, and client review presentations</li><li>Coordinate implementation of planning recommendations and follow up on client action items</li><li>Collaborate with client service, operations, and compliance teams to deliver an exceptional client experience</li><li>Support retirement plan participants and business-owner clients through ongoing service and planning discussions</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-09-28T00:00:00Z

Associate Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Advisor📍 Walnut Creek, CA (Hybrid)🏢 Fee-Based Wealth Management Firm💰 Competitive Base + Comprehensive Benefits + Long-Term Incentives Anisa is partnered with a growing, client-focused wealth management firm that specializes in delivering comprehensive financial planning and investment advice to high-net-worth individuals and families. This is an outstanding opportunity to work alongside experienced advisors, gain meaningful client exposure, and build the technical and relationship management skills needed to progress into a Lead Advisor role. As an Associate Advisor, you'll play a key role in supporting comprehensive financial planning engagements while developing expertise across retirement, investment, tax, estate, and wealth transfer planning. This role is perfect for an aspiring financial planner who wants more than back-office plan preparation. You'll gain direct exposure to clients, learn from experienced advisors, and build the skills necessary to become a trusted advisor to high-net-worth families. If you're passionate about financial planning and looking for a firm that offers mentorship, growth, and a clear career path, this opportunity is worth exploring. Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.
2026-09-28T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Advisor📍 San Ramon, CA [Hybrid, 4-5 days in office]🏢 Independent Wealth Management Firm💰 Competitive Base + Discretionary Bonus Anisa Henry is partnered with a growing independent wealth management firm in the search for an Associate Advisor. This opportunity offers the chance to support high-net-worth individuals, families, and business owners through comprehensive financial planning and investment guidance, with an average client relationship of approximately $1.5 million in assets. The Role:You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. We are looking for someone who is both analytical and operational:<ul><li>Analytical: Strong understanding of wealth management, comfortable with e-money, and able to spot discrepancies.</li><li>Operational: Able to manage client communications, sit in meetings, take notes…</li></ul>Key Responsibilities<ul><li>Partner with senior advisors to support client relationships, projects, and business operations.</li><li>Assist with financial planning, investment analysis, and meeting preparation.</li><li>Participate in client meetings and manage follow-up action items.</li><li>Support client communications, onboarding, and ongoing service needs.</li><li>Serve as a trusted client contact while developing advisory expertise.</li></ul>Planning & Operations Support<ul><li>Review client financial information and maintain accurate records.</li><li>Track meeting notes, action items, and planning deliverables.</li><li>Help improve planning workflows and operational processes.</li><li>Assist with insurance and risk management planning.</li></ul>Client Service<ul><li>Maintain CRM records and manage client documentation.</li><li>Coordinate with financial institutions and third-party partners.</li><li>Process account openings, transfers, and maintenance requests.</li><li>Prepare client meeting materials and provide proactive communication.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-02T00:00:00Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
105000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, highly regarded wealth management firm known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a long-term career in financial advising with strong mentorship, training, and exposure to experienced advisors. Partner closely with a highly productive Senior Advisor across financial planning, client meetings, planning analysis, and ongoing relationship management. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions. Responsibilities<ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Lead Wealth Advisor - Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
150000 - 300000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Lead Wealth Advisor | Wealth Management Firm | SF; Hybrid - 2 Days Onsite Our client is a highly regarded wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. This is an exceptional opportunity to advise sophisticated clients, lead complex relationships, and work alongside a collaborative team dedicated to delivering personalized wealth planning and investment solutions. Join a growing, relationship-driven firm where you'll have significant client exposure, direct access to leadership, and a clear path for long-term growth. The firm offers a collaborative, low-ego culture, flexible hybrid schedule, strong work-life balance, continuing education support, competitive compensation, bonus, profit sharing, and partnership potential. Responsibilities<ul><li>Lead and manage complex client relationships as a trusted advisor</li><li>Deliver comprehensive wealth management, investment, and financial planning advice</li><li>Develop customized investment strategies and long-term planning recommendations</li><li>Partner with internal specialists to provide holistic client solutions</li><li>Lead client meetings, portfolio reviews, and ongoing relationship management</li><li>Oversee onboarding, account activity, and client service execution</li><li>Support business development through referrals and relationship building</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Wealth Advisor

Potomac, MD
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an experienced Wealth Advisor to support high-net-worth individuals and families in Potomac, Maryland. This position focuses on creating thoughtful financial strategies, delivering tailored guidance, and building long-term client relationships grounded in trust. The ideal candidate brings strong planning expertise, investment knowledge, and a client-centered approach to helping individuals meet both wealth preservation and growth objectives. Responsibilities:• Develop and maintain strong relationships with high-net-worth clients by providing attentive, ongoing advisory support.• Create customized financial plans that align with each client's short-term priorities and long-term wealth objectives.• Lead clients through the planning process by evaluating financial circumstances, identifying goals, and recommending appropriate solutions.• Advise on investment approaches, annual planning priorities, and broader wealth management strategies based on client needs.• Apply knowledge of financial planning, investment products, and tax-aware strategies to deliver well-rounded guidance.• Monitor market activity, industry developments, and product updates to keep recommendations relevant and informed.• Prepare research and supporting materials in advance of client meetings to ensure productive and strategic discussions.• Ensure all client interactions, recommendations, and documentation adhere to applicable regulatory and compliance standards. Interested candidates in this Wealth Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn.
2026-10-02T00:00:00Z

Associate Advisor RIA Firm

Walnut Creek, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)Compensation: $115,000–$140,000 DOEA respected, client-focused Registered Investment Advisor (RIA) in Walnut Creek is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of only one day per week in the office. Key Responsibilities:<ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
2026-09-25T00:00:00Z

Associate Attorney (Trusts & Estates)

Modesto, CA
onsite
Permanent / Full Time
120000 - 145000 USD / Yearly
We are looking for an Associate Attorney (Trusts & Estates) to join a respected legal team in Modesto, California. This role focuses on guiding individuals and families through estate planning and trust administration with thoughtful legal counsel and precise document preparation. The attorney will work directly with clients and alongside internal and external professionals to deliver practical solutions related to wealth transfer, fiduciary matters, and long-term planning. Responsibilities: • Create and refine comprehensive estate planning instruments, including trusts, wills, powers of attorney, and advance health care directives tailored to client objectives. • Advise clients on strategies involving wealth preservation and transfer, with attention to gift, estate, and generation-skipping tax considerations. • Oversee trust administration matters from initial review through final distribution, ensuring timely progress and legal compliance. • Provide guidance to trustees, executors, fiduciaries, and beneficiaries on duties, rights, and issues arising during estate and trust administration. • Prepare transfer-related documentation and recommend appropriate asset funding steps to align plans with client intentions. • Partner with attorneys, paralegals, accountants, financial professionals, and other advisors to support coordinated client service. • Build and maintain strong client relationships while contributing to the firm’s outreach and business development efforts. • Support related dispute matters as needed through legal research, motion drafting, briefing, and discovery activities.
2026-09-29T00:00:00Z

Wealth Analyst at Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco; Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Associate Attorney

San Jose, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
We are looking for an Associate Attorney to join a respected litigation practice in California. This opportunity is suited for a licensed attorney with at least 1 year of experience who is confident managing insurance defense matters and contributing to a broad civil litigation caseload. The role offers exposure to personal injury, construction, business, and liability-related disputes while working alongside an established legal team in a detail-oriented, client-focused environment. Responsibilities:• Manage insurance defense and civil litigation matters from initial case assessment through resolution.• Prepare persuasive motions, briefs, pleadings, and other legal filings in support of case strategy.• Conduct written discovery, evaluate responses, and coordinate document review to develop factual records.• Take and defend depositions while working closely with clients, witnesses, and experts.• Handle matters involving personal injury, construction disputes, business claims, premises liability, negligence matters, transportation issues, product-related claims, and real estate litigation.• Appear in court for hearings, conferences, and other proceedings as needed.• Collaborate with partners and legal staff to assess risk, refine litigation strategy, and advance client objectives.• Support trial preparation activities, including organizing exhibits, witness materials, and case analyses when matters proceed toward trial.
2026-09-30T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent / Full Time
140000 - 190000 USD / Yearly
We are looking for an Associate Attorney to support a dynamic insurance coverage practice in San Francisco, California. This role offers the opportunity to advise insurer clients on coverage matters, represent them in litigation and alternative dispute resolution proceedings, and contribute to a collaborative legal team. The position is well suited for an attorney with at least two years of relevant experience who is ready to take on meaningful casework in a fast-paced environment. Responsibilities: • Counsel insurer clients on policy interpretation, coverage analysis, and related legal exposure across a range of matters. • Manage active files from initial assessment through resolution, ensuring deadlines, strategy decisions, and client communications are handled effectively. • Draft and review pleadings, coverage opinions, motions, briefs, and other legal documents with strong attention to detail. • Represent clients in litigation proceedings, mediations, arbitrations, and other dispute resolution forums involving insurance-related claims. • Conduct legal research and apply relevant statutes, case law, and policy language to support case strategy and client recommendations. • Collaborate with colleagues across the practice to develop legal arguments, share insight, and deliver high-quality client service. • Communicate regularly with clients, opposing counsel, and other stakeholders regarding case developments, risk considerations, and next steps.
2026-09-03T00:00:00Z

Associate Attorney

Boston, MA
onsite
Permanent / Full Time
100000 - 145000 USD / Yearly
Our client, a well-established law firm, is looking for an Associate Attorney to join their team in Boston, Massachusetts. This role is well suited for an attorney with civil litigation experience who wants meaningful courtroom exposure, direct client contact, and the opportunity to take ownership of active matters. You will work alongside experienced attorneys in a supportive setting while building practical experience across multiple phases of litigation. Location: Boston, MASalary: $100,000 - $145,000 (depending on experience) + bonuses + amazing benefitsSchedule: In Person first 90 days, then hybrid 1-2 days remote a week Responsibilities:<ul><li>Manage civil litigation matters from inception through resolution.</li><li>Conduct legal research and draft pleadings, motions, memoranda, and other legal documents.</li><li>Prepare and respond to written discovery.</li><li>Conduct and defend depositions.</li><li>Attend court hearings, mediations, arbitrations, and other legal proceedings.</li><li>Assist with trial preparation and participate in trials as needed.</li><li>Communicate regularly with clients regarding case strategy and developments.</li><li>Collaborate with attorneys and legal support staff to develop effective litigation strategies.</li><li>Maintain organized case files and ensure compliance with court deadlines.</li><li>Handle additional legal responsibilities and special projects as assigned.</li></ul>
2026-09-08T00:00:00Z

Associate Attorney

Hiawatha, IA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
We are seeking an Associate Attorney to join a growing practice in the Cedar Rapids area focused on bankruptcy, debt restructuring, and related business matters. In this role, you will work closely with clients navigating complex legal, financial, and business challenges while gaining meaningful courtroom experience and direct client exposure. You'll collaborate with experienced attorneys who are invested in mentorship and detail oriented development, providing a strong foundation for long-term career growth. Responsibilities: • Assess legal matters and recommend practical strategies aligned with each client’s goals and circumstances. • Prepare a range of legal documents, including pleadings, motions, petitions, contracts, and related filings, with accuracy and attention to detail. • Research statutes, case law, and regulatory issues to support case strategy and address nuanced legal and financial questions. • Counsel individuals and business clients on legal options, risk considerations, and business-related decisions. • Advocate for clients during negotiations, mediations, hearings, depositions, and courtroom proceedings. • Lead client meetings to gather facts, explain potential paths forward, and help clients make informed decisions. • Partner with attorneys, paralegals, and administrative staff to deliver responsive, high-quality legal service. • Oversee caseload progress by tracking deadlines, coordinating communications, and ensuring matters move forward efficiently. • Develop and maintain strong connections within the legal and business communities to support client service and practice growth.
2026-09-30T00:00:00Z

Associate Attorney

West Columbia, SC
onsite
Permanent / Full Time
85000 - 120000 USD / Yearly
🚨 Associate Attorney Opportunity | Plaintiff Litigation | Growth-Focused Role 🚨 Are you an attorney with at least 2+ years of experience who is looking for an opportunity to work side-by-side with a successful senior attorney, gain meaningful courtroom and case exposure, and accelerate your development? If so, we'd love to connect. ⚖️ About the OpportunityRobert Half has partnered with a respected boutique litigation firm seeking an Associate Attorney to join its growing team. This is not a role where you'll be lost in layers of hierarchy. You'll work directly with the firm's founder and lead attorney, gaining hands-on experience across all phases of litigation. The ideal candidate is confident, driven, intellectually curious, and eager to develop into a skilled trial lawyer. This role is best suited for someone who is willing to take ownership, embrace challenges, and thrive in a collaborative environment where every team member plays a significant role. 📝 Key Responsibilities✅ Legal research and analysis✅ Drafting motions, briefs, pleadings, and other legal documents✅ Reviewing and revising client engagement agreements✅ Conducting initial client consultations✅ Assisting with case strategy and litigation preparation✅ Supporting a variety of firm initiatives and special projects✅ Collaborating directly with senior leadership on active matters
2026-09-23T00:00:00Z

Associate Attorney

Nashville, TN
onsite
Permanent / Full Time
120000 - 200000 USD / Yearly
🏢 Associate Attorney | Real Estate & Community Development ⚖️ Looking for a sophisticated real estate practice without the relentless 2,000+ billable-hour expectations? Robert Half is partnering with a highly respected boutique law firm that focuses on transformative real estate development projects, complex financing transactions, public-private partnerships, and community-focused initiatives. This is an opportunity to work on meaningful, high-impact projects while enjoying a collaborative culture and a healthier work-life balance than many traditional law firm environments. 🌟 Why This Opportunity Stands Out✅ Work directly with experienced partners on sophisticated transactions✅ Gain substantial responsibility and client exposure early in your career✅ Participate in projects that help shape communities and drive economic development✅ Collaborative, team-oriented culture with strong mentorship✅ Bonus opportunities beginning at attainable billable levels✅ Long-term career growth within a thriving niche practice 📋 What You'll Be Doing⚖️ Drafting, reviewing, and negotiating complex transactional documents🏗️ Supporting commercial real estate and development transactions🏘️ Assisting with housing and community development initiatives🤝 Working on public-private partnership projects💰 Contributing to sophisticated financing transactions and capital structures📑 Conducting regulatory and legal analysis related to development projects🏙️ Advising on economic development and community revitalization efforts
2026-09-23T00:00:00Z

Associate Attorney

Minneapolis, MN
onsite
Permanent / Full Time
115000 - 140000 USD / Yearly
Our client, a boutique law firm in downtown Minneapolis, is seeking an Associate Attorney to support its expanding practice. This attorney will work closely with experienced attorneys on a wide range of transactional and litigation matters, with an emphasis on property and real estate-related issues. Ideal candidates will have 2-4+ years of transferable legal experience and a desire to take on meaningful responsibility in a smaller firm environment. The position offers broad exposure, direct mentorship, and the opportunity to build experience across multiple practice areas while developing a strong foundation in real estate-related work. Prior real estate experience is not required. Overview of Responsibilities:<ul><li>Assist senior attorneys with litigation and transactional matters</li><li>Conduct legal research and draft pleadings, motions, contracts, correspondence, and other legal documents</li><li>Support all phases of litigation, including discovery, motion practice, and case strategy</li><li>Review and analyze contracts, agreements, and other related documents</li><li>Communicate with clients, opposing counsel, courts, and third parties</li><li>Participate in hearings, depositions, and other legal proceedings </li><li>Maintain organized case files and manage deadlines across multiple matters</li></ul>
2026-09-14T00:00:00Z

Associate Attorney

Glendale, CA
onsite
Permanent / Full Time
135000 - 175000 USD / Yearly
Looking for a non-litigation heavy role within labor & employment? Read on! Robert Half's long-term client, a highly respected labor and employment law firm dedicated to protecting the rights of working people and labor organizations, is adding an associate attorney to their team. Known for providing big-firm quality representation within a collaborative, small-firm environment, they boast an incredibly stable team where attorneys stay for decades. Summary This associate attorney should have 3+ years of experience. This role focuses heavily on federal court litigation involving employee benefits and multi-employer trust funds (pension plans). The caseload is roughly 20 matters, focusing on discovery, data analysis, motion practice, and active negotiation. Schedule & Location<ul><li>Type: Hybrid in Glendale. </li><li>Structure: Daily onsite for the first 2 weeks of training. Thereafter, 3 days onsite / 2 days remote (flexible coordination with support staff; court or mediation days count toward onsite requirements).</li><li>Hours: Standard business hours (approx. 8:30 AM – 5:00 PM).</li></ul>Key Responsibilities<ul><li>Propound and respond to civil discovery in federal court.</li><li>Review spreadsheets and data sets tracking financial/payment contributions to input into internal systems.</li><li>Draft substantive motions and legal memoranda.</li><li>Maintain frequent, close communication with clients and trust fund administrators.</li><li>Negotiate settlements with opposing counsel (the vast majority of cases resolve post-discovery or via mediation; non-jury/bench trials are rare).</li></ul> Compensation & Billable Hours<ul><li>Base Salary: Generally starting at $135,000 for a 3rd-year associate, with a 4% automatic increase for each subsequent year of experience.</li><li>Billable Requirement: 1850 hours per year (with an emphasis on a healthy work-life balance).</li><li>Bonuses: Discretionary year-end bonus + additional performance bonuses for exceeding monthly billable targets.</li></ul>Stellar Benefits Package (Eligible after 3 months)<ul><li>Health Insurance: 100% firm-covered medical premiums for the employee and their family.</li><li>Retirement: Funded 401(k) plus a profit-sharing plan with a 11% firm contribution, regardless of employee contribution match.</li><li>Commuter Perks: Fully covered parking or public transportation reimbursement.</li><li>Time Off: 11 paid holidays per year, plus a generous vacation and sick leave package.</li><li>Firm Culture: Exceptionally family-friendly. The partnership actively accommodates personal obligations, school events, and family needs.</li></ul>
2026-09-04T00:00:00Z

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