112 Results for Associate Wealth Advisor Jobs

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Associate Advisor Walnut Creek, 1 day in office

Walnut Creek, 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. Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office) A 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>
2026-10-13T00:00:00Z

Financial Advisor - Hybrid

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-07T00:00:00Z

2+ Year Commercial Real Estate Associate Attorney

Phoenix, AZ
onsite
Permanent / Full Time
175000 - 275000 USD / Yearly
We are looking for a skilled 2+ Year Commercial Real Estate Associate Attorney to join our established law firm client's team in downtown Phoenix, Arizona. This role offers the opportunity to work on sophisticated real estate transactions in a collaborative and detail-oriented environment. The ideal candidate will possess strong legal expertise, excellent communication skills, and the ability to handle complex matters with precision and efficiency. Competitive salary plus bonus and generous benefits package with above-market employer match on 401K and profit sharing. 1800 billable hour target. Responsibilities:• Conduct and oversee commercial real estate closings, ensuring compliance with legal and regulatory requirements.• Review title commitments and site surveys to identify potential issues and provide solutions.• Draft and negotiate various legal documents, including purchase agreements, lease contracts, joint development agreements, and construction escrow agreements.• Develop covenants, conditions, restrictions, and easements tailored for residential and commercial projects.• Analyze and distill complex information, communicating effectively with clients and fellow attorneys.• Collaborate with clients and legal teams to manage multiple intricate matters simultaneously.• Provide strategic legal advice and propose solutions to address material issues in real estate transactions.• Contribute to a collegial team environment while maintaining high standards of legal practice.• Stay updated on Arizona real estate laws and regulations to ensure compliance throughout all transactions.
2026-09-30T00:00:00Z

Access Ops Associate

Newark, CA
onsite
Temporary / Contract
28 - 31 USD / Hourly
We are looking for an Access Ops Associate to support patient registration and appointment access services for a healthcare organization in Newark, California. This Long-term Contract position plays an important role in helping patients, providers, and community partners navigate scheduling, registration, and related administrative processes with accuracy and professionalism. The ideal candidate brings strong customer service skills, sound judgment, and the ability to manage high-volume communications while maintaining compliance and a patient-centered approach. Responsibilities: • Guide patients through registration activities, appointment scheduling, rescheduling, and cancellations across multiple clinics and service lines. • Respond to inbound and outbound calls, record relevant details accurately, and direct requests to the appropriate teams for timely follow-up. • Maintain current and accurate patient records by reviewing demographic, coverage, and other required information within medical record systems. • Recognize urgent patient concerns or workflow issues and elevate them promptly to the appropriate department or leadership contacts. • Verify insurance-related requirements, support authorization steps when needed, and keep patients informed about the status of their access needs. • Coordinate outpatient visits and related services to help create a seamless experience across departments and specialty areas. • Support referring and community physicians by facilitating connection points for consultation requests and access to the appropriate providers. • Provide care coordination support when applicable to help ensure patient needs are addressed efficiently and in alignment with established protocols. • Follow hospital standards, regulatory expectations, and patient safety practices while contributing to a respectful, secure, and service-focused environment.
2026-10-13T00:00:00Z

Asset Accounting Manager

Portland, OR
onsite
Permanent / Full Time
170000 - 185000 USD / Yearly
Jamie Benway with Robert Half is searchign for an experienced Asset Accounting Manager to join a leading service-focused organization in Portland, Oregon. This position plays a key role in overseeing core accounting activities, maintaining accurate financial records, and supporting a timely close process. The ideal candidate brings strong general ledger expertise, sound judgment, and the ability to partner effectively with corporate accounting leadership. Responsibilities:• Lead the monthly close cycle for asset-related accounting activities, ensuring entries are completed accurately and on schedule.• Oversee general ledger integrity by reviewing account activity, resolving discrepancies, and maintaining proper supporting documentation.• Manage accounting processes tied to fixed assets, including capitalization, depreciation, transfers, retirements, and reconciliations.• Partner with corporate accounting leadership to prepare financial analyses, support reporting needs, and strengthen internal controls.• Review balance sheet accounts regularly and take action to investigate unusual variances or aging items.• Coordinate with cross-functional stakeholders to gather accounting data, clarify transactions, and improve consistency in financial reporting.• Support audits by preparing schedules, responding to inquiries, and ensuring documentation is organized and complete.• Contribute to process improvements and assist with accounting changes or operational transitions that affect asset records and reporting. Please reach out to Jamie Benway with Robert Half to review this position. Job Order: 03600-0013491813
2026-09-23T00:00:00Z

Managing Attorney

Hiawatha, IA
onsite
Permanent / Full Time
140000 - 175000 USD / Yearly
We are seeking an accomplished Managing Attorney to lead a sophisticated bankruptcy, debt restructuring, and business advisory practice serving clients throughout Iowa. This role combines hands-on legal work with strategic leadership responsibilities, offering the opportunity to oversee attorneys and staff, drive operational excellence, and help shape the continued growth of a highly specialized practice. The ideal candidate brings strong legal judgment, a client-centered approach, and experience guiding clients through complex financial and business challenges. This attorney will play a key role in mentoring team members, developing client relationships, and contributing to the firm's long-term vision while maintaining an active caseload involving restructuring, insolvency, and related commercial matters. This opportunity is well suited for a leader who enjoys building teams, improving processes, and helping clients achieve successful outcomes in high-stakes situations. Responsibilities:• Partner with firm leadership to set strategic priorities, support practice expansion, and strengthen overall performance.• Direct the daily work of attorneys, paralegals, and administrative team members to maintain excellent legal service and responsiveness.• Counsel businesses and individuals on bankruptcy, insolvency, restructuring, and related commercial matters.• Create and execute legal approaches for complex financial disputes, reorganizations, and distressed business situations.• Prepare, review, and manage petitions, motions, agreements, pleadings, and other critical legal filings.• Advocate for clients in court appearances, negotiations, mediations, and other formal proceedings.• Meet with prospective and existing clients to assess legal needs, evaluate matters, and recommend practical solutions.• Support hiring, onboarding, coaching, and career development efforts across the legal team.• Improve workflows, technology usage, and operational processes to enhance efficiency and client experience.
2026-09-30T00:00:00Z

Managing Attorney

Chicago, IL
onsite
Permanent / Full Time
145000 - 150000 USD / Yearly
Our client, a growing plaintiff personal injury law firm in Chicago, is seeking an experienced Managing Attorney to lead its Personal Injury Division. This is a newly created leadership role offering the opportunity to help shape department strategy, mentor attorneys and paralegals, and work closely with firm leadership on the continued growth of the practice. This position is ideal for a seasoned trial attorney who enjoys coaching others, developing talent, and driving results while maintaining involvement in litigation strategy. Responsibilities<ul><li>Manage and mentor a team of attorneys and paralegals</li><li>Oversee daily operations of the Personal Injury Division</li><li>Establish and implement case handling procedures and best practices</li><li>Guide litigation and trial strategy across the team's caseload</li><li>Assist with staffing, training, and professional development initiatives</li><li>Partner with firm leadership on department growth and performance</li><li>Foster a positive, collaborative, and high-performing team culture</li></ul>
2026-10-19T00:00:00Z

Annuity Business Analyst/Consultant

Urbandale, IA
remote
Temporary to Hire
0 - 0 USD / Yearly
We are looking for an experienced Senior Annuity Business Analyst/Consultant to join a contract opportunity with permanent potential based in Iowa. This role is 100% remote. This role will guide annuity product implementations by turning product and actuarial concepts into practical business and system requirements that support successful delivery. The position works closely with cross-functional teams to align product intent, operational needs, testing expectations, and technical execution across the full annuity lifecycle. Responsibilities:• Act as the lead annuity subject matter expert, advising teams on product setup, implementation planning, and operational preparedness for new offerings and enhancements.• Collaborate with actuarial, product, operations, technology, and vendor partners to convert annuity designs into detailed business rules, workflows, calculation logic, and data requirements.• Define end-to-end requirements covering illustrations, application processing, suitability review, policy issuance, administration, billing, commissions, servicing, withdrawals, claims, correspondence, and reporting.• Evaluate product variations, state-specific rules, premium structures, rider selections, value calculations, surrender activity, beneficiary events, and compliance considerations to ensure complete requirement coverage.• Provide direction to IT business analysts, developers, and quality teams so user stories, specifications, mappings, and acceptance criteria accurately reflect annuity product intent.• Develop and review business validation scenarios, expected outcomes, calculation checks, exception handling cases, and regression considerations to strengthen testing quality.• Participate in planning sessions, design discussions, backlog refinement, sprint activities, demos, defect reviews, and release readiness efforts to support timely and accurate delivery.• Review configuration documents, product rules, data mappings, conversion assumptions, and third-party deliverables to confirm alignment with business objectives and implementation standards.• Identify process gaps, operational risks, dependency issues, and control needs that could affect launch success, and recommend solutions before release.• Support product validation and implementation activities related to system changes or organizational transition efforts when needed.
2026-10-14T00:00:00Z

Finance Associate - VC Firm

Menlo Park, CA
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Associate | Venture Capital Firm | Menlo Park; Hybrid | Base + Bonus + Carry Join a highly regarded early-stage venture capital firm investing in the next generation of AI, developer tools, infrastructure, digital biology, and enterprise software. With a strong reputation, experienced leadership, and a collaborative culture, this is a great opportunity to gain meaningful exposure to venture capital finance and operations. Reporting directly to the Controller and working closely with the CFO and external fund administrator, you'll gain hands-on experience across fund accounting, investor reporting, audits, tax, and management company accounting. This is an ideal role for someone who wants broad responsibility, strong mentorship, and the opportunity to grow within a lean, entrepreneurial team. Responsibilities<ul><li>Support fund accounting and reporting across multiple venture funds and related entities</li><li>Assist with capital calls, distributions, management fees, and fund expenses</li><li>Maintain reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Support investor reporting and ad hoc requests</li><li>Partner with the external fund administrator</li><li>Support annual audit and tax processes, including K-1 reporting</li><li>Assist with management company and GP accounting</li><li>Support cash reconciliations and month-end close</li><li>Contribute to process improvements, fund launches, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Broker Assistant

Brooklyn, OH
onsite
Temporary / Contract
20 - 25 USD / Hourly
We are looking for a Broker Assistant to support administrative operations for a health insurance team in Brooklyn, Ohio. This Contract position focuses on reviewing broker application details, coordinating follow-up on missing or incorrect information, and maintaining accurate records throughout the process. The role is well suited to someone who is highly organized, communicates clearly, and can manage data with a high level of accuracy in a hybrid work environment. Responsibilities: • Review broker application submissions and enter relevant details into internal tracking systems with accuracy and consistency. • Contact brokers by phone or email to clarify incomplete information and communicate any required updates or corrections. • Maintain organized records of application activity, status changes, and follow-up actions to support efficient processing. • Gather supporting details from brokers and internal contacts to help resolve outstanding documentation issues. • Monitor assigned work queues and ensure administrative tasks are completed within expected timelines. • Use Microsoft Office tools to prepare correspondence, update spreadsheets, and manage routine documentation. • Provide responsive support for inbound and outbound communications related to broker application processing.
2026-10-14T00:00:00Z

Private Investment Fund/Investment Management Counsel

Stamford, CT
onsite
Permanent / Full Time
250000 - 350000 USD / Yearly
We are looking for an accomplished attorney to join a client-focused Services team in Stamford, Connecticut, advising clients on sophisticated private fund and investment management matters. This position is suited for a senior attorney who can guide fund sponsors through structuring decisions, investor-facing documentation, and regulatory considerations with confidence. The role offers the opportunity to take ownership of high-value matters while building trusted client relationships and supporting the growth of a collaborative practice. Responsibilities:• Direct the formation, reorganization, and revision of private investment vehicles, managing matters from initial structuring through closing.• Counsel fund sponsors on offering terms, investor discussions, and legal considerations affecting fund launch and ongoing operations.• Prepare and negotiate core fund documents, including offering materials, governing agreements, subscription packages, and side arrangements.• Provide guidance on securities regulations and compliance issues relevant to private funds and investment advisers.• Evaluate and negotiate co-investment terms and documentation requested by institutional participants and strategic investors.• Oversee the work of entry-level attorneys and support staff, offering direction, feedback, and career development.• Strengthen client relationships through responsive legal counsel and contribute to practice growth through business development efforts
2026-09-24T00:00:00Z

Fixed Asset Accountant

Santa Paula, CA
onsite
Temporary to Hire
38 - 44 USD / Hourly
We are looking for a detail-oriented Fixed Asset Accountant to join a well established organization in Santa Paula, California on a contract basis with the potential for a permanent role. This position plays a key role in maintaining accurate fixed asset records, supporting month-end accounting activities, and ensuring financial schedules and reconciliations are complete and reliable. The ideal candidate brings strong general ledger experience, sound judgment in handling complex accounting tasks, and the ability to manage multiple reporting and compliance deadlines effectively. Responsibilities:• Oversee fixed asset records and monthly rollforward activity, ensuring balances are accurate and aligned with the general ledger across multiple entities.• Maintain construction-in-progress tracking and prepare supporting schedules for capital projects and asset-related activity.• Develop and update amortization and capitalized interest schedules to support accurate financial reporting.• Monitor capital spending by comparing budgeted amounts to actual results and highlighting notable variances.• Record and reconcile corporate credit card activity, bank accounts, and line of credit transactions in a timely manner.• Review general ledger activity, complete monthly account reconciliations, and prepare both recurring and ad hoc journal entries.• Produce departmental budget-to-actual reporting and assist with weekly disbursements while providing backup support for accounts payable functions.• Coordinate property tax payments, business license renewals, and other corporate compliance filings, while preparing audit and tax support schedules for year-end reporting.
2026-10-02T00:00:00Z

112 results for Associate Wealth Advisor jobs