72 Results for Associate Wealth Advisor Jobs in Colma, CA

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Client Service Associate - $4B+ AUM!

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 115000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support. Responsibilities<ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul>
2026-10-27T01:48:46Z

Paraplanner, Established RIA Firm

Mill Valley, CA
remote
Permanent / Full Time
85000.00 - 120000.00 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a growing Registered Investment Advisor (RIA) in Mill Valley seeking a Paraplanner to join their team. This is a great opportunity for someone early in their financial planning career who enjoys supporting advisors and helping deliver thoughtful financial plans to high-net-worth clients. This role will work closely with senior advisors to prepare financial plans, analyze client data, and assist in delivering comprehensive planning strategies. Responsibilities<ul><li>Assist advisors in the preparation and development of comprehensive financial plans</li><li>Gather and organize client financial data including assets, liabilities, income, and cash flow</li><li>Run financial planning scenarios and analyze outputs using planning software</li><li>Prepare meeting materials, reports, and client presentations</li><li>Support advisors with follow-ups and implementation of planning recommendations</li><li>Maintain accurate client records and documentation within CRM systems</li><li>Assist with investment account paperwork and client onboarding when needed</li></ul>
2026-10-23T16:28:45Z

Client Operations - RIA Firm

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 120000.00 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. Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued. Position OverviewThe Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus. Key Responsibilities<ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
2026-10-27T22:28:44Z

Client Wealth Advisor at Thriving Wealth Management Firm

San Francisco, CA
remote
Permanent / Full Time
140000.00 - 180000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Wealth Advisor | Wealth Management Firm | San Francisco; Hybrid; 2-3 Days Onsite Join a well-established wealth management and investment advisory firm serving high-net-worth individuals, families, foundations, and endowments. Backed by the resources of a larger financial institution while maintaining a boutique, relationship-driven culture, the firm offers a collaborative environment where advisors work closely together to deliver comprehensive wealth management solutions. This is an excellent opportunity for a wealth management professional who enjoys both financial planning and client relationship management. You'll partner closely with senior advisors and portfolio managers, gain exposure to sophisticated client situations, and play a meaningful role in delivering advice across investments, estate planning, tax strategy, philanthropy, and overall wealth planning. The role offers strong mentorship, career growth, schedule flexibility, and a clear path toward greater client ownership and lead advisor responsibilities. Responsibilities<ul><li>Develop and maintain comprehensive financial plans tailored to client goals</li><li>Partner with Portfolio Managers to support and deepen client relationships</li><li>Advise on financial planning, tax, estate, cash flow, and philanthropic strategies</li><li>Present financial plans and recommendations in a clear, client-friendly manner</li><li>Monitor client portfolios and update planning recommendations as needs evolve</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth clients</li><li>Support business development through referrals, networking, and prospect meetings</li><li>Collaborate closely with advisors and investment professionals across the firm</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T01:34:08Z

Wealth Advisor

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 150000.00 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.
2026-11-04T22:18:42Z

RIA Operations Associate

San Ramon, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Robert Half is partnering with a Registered Investment Firm in the East Bay. They are looking for an Operations Lead to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment. This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm. Responsibilities:• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.
2026-10-26T14:08:44Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
105000.00 - 125000.00 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.
2026-10-26T18:28:45Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000.00 - 150000.00 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.
2026-10-16T13:04:08Z

Financial Planner at Wealth Management Firm

Walnut Creek, CA
remote
Permanent / Full Time
120000.00 - 160000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Walnut Creek; Hybrid (1 Day Onsite) Join a boutique wealth management firm serving high-net-worth individuals, families, and institutional clients. The firm is known for its planning-focused approach, strong culture, and commitment to delivering highly personalized advice. This is an excellent opportunity for a financial planner who wants to focus on what they do best: solving complex planning challenges and influencing client outcomes. You'll work closely with advisors and clients on sophisticated planning matters, serving as the firm's go-to resource for tax, estate, retirement, equity compensation, and wealth transfer strategies. The role offers significant visibility, intellectual variety, and the opportunity to help shape planning best practices across the organization. Responsibilities<ul><li>Lead the development and analysis of comprehensive financial plans</li><li>Partner with advisors on complex client planning engagements</li><li>Present recommendations and planning strategies to clients</li><li>Develop solutions across tax, estate, retirement, cash flow, Social Security, and equity compensation planning</li><li>Research advanced planning concepts and regulatory changes</li><li>Serve as an internal resource on financial planning best practices</li><li>Help improve planning processes, workflows, and planning deliverables</li><li>Monitor industry developments and educate the advisory team on emerging planning opportunities</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T03:04:01Z

Paraplanner for San Ramon RIA Firm

San Ramon, CA
remote
Permanent / Full Time
80000.00 - 95000.00 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.Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the operational, analytical, and technical side of wealth management, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently. Key responsibilities include:• Prepare, update, and maintain comprehensive financial plans using planning software• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions• Foster strong, trusted relationships with clients through consistent communication and responsiveness• Track client progress against financial plans and ensure timely updates and plan reviews• Coordinate account administration including onboarding, account maintenance, and investment-related service requests• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance• Research and resolve account discrepancies and operational issues• Collaborate with internal specialists to ensure seamless client service delivery across teams• Identify opportunities to improve processes, efficiency, and overall client experience• Participate in ongoing training, education, and firm initiatives to support professional development
2026-10-27T01:33:44Z

Private Client Service Associate | $120K + Bonus

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Private Client Service Associate | $100K–$120K + Bonus + Profit Sharing📍 San Francisco | Hybrid 🚀 Established Investment Firm | Wealth Management | Excellent Benefits I’m working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a Private Client Service Associate to join its growing Private Client Group. This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience. You’ll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services. 💡 What You’ll Do<ul><li>Support existing and prospective clients with account servicing and day-to-day requests</li><li>Coordinate new account openings, account maintenance, transfers, cash movements, and other transactions</li><li>Provide operational support to mutual fund shareholders</li><li>Prepare client meeting materials, portfolio reports, and follow-up items</li><li>Coordinate with custodians, transfer agents, advisors, and internal teams</li><li>Maintain accurate client records and documentation while following compliance procedures</li><li>Research account discrepancies, resolve processing issues, and escalate exceptions when needed</li><li>Help improve workflows, procedures, and processes as the team grows</li></ul>
2026-10-25T05:28:41Z

Private Client Service Associate | $120K + Bonus

Oakland, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Private Client Service Associate | $100K–$120K + Bonus + Profit Sharing📍 San Francisco | Hybrid 🚀 Established Investment Firm | Wealth Management | Excellent Benefits I’m working on an opportunity with a well-respected investment management firm overseeing individually managed accounts and mutual funds. The firm is looking for a Private Client Service Associate to join its growing Private Client Group. This is an excellent opportunity for someone with a financial services or investment operations background who enjoys building relationships, solving problems, and delivering a high-touch client experience. You’ll gain exposure to a broad range of responsibilities, work with advisors across the firm, and build valuable expertise in private client services. 💡 What You’ll Do<ul><li>Support existing and prospective clients with account servicing and day-to-day requests</li><li>Coordinate new account openings, account maintenance, transfers, cash movements, and other transactions</li><li>Provide operational support to mutual fund shareholders</li><li>Prepare client meeting materials, portfolio reports, and follow-up items</li><li>Coordinate with custodians, transfer agents, advisors, and internal teams</li><li>Maintain accurate client records and documentation while following compliance procedures</li><li>Research account discrepancies, resolve processing issues, and escalate exceptions when needed</li><li>Help improve workflows, procedures, and processes as the team grows</li></ul>
2026-10-25T05:28:41Z

Financial Planner at RIA

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:04:01Z

Financial Planner at RIA

Mill Valley, CA
remote
Permanent / Full Time
90000.00 - 140000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T21:58:48Z

Senior Finance Associate

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 140000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Investment Firm | San Francisco; Hybrid Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Senior Finance Associate at Reputable PE Firm

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 145000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Investment Firm | San Francisco; Hybrid Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T23:08:42Z

Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
115000.00 - 130000.00 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. ✨ Finance Associate📍 San Francisco, CA (Hybrid)🏢 Leading Venture Capital Firm💰 Competitive Base + Bonus + Wonderful Benefits A leading investment firm focused on backing innovative, high-growth companies is seeking a Finance Associate to join its collaborative finance team. This role offers broad exposure to venture capital fund operations, fund accounting, valuations, investor reporting, and portfolio analytics within a fast-paced, technology-driven environment. The RoleAs a Finance Associate, you'll play a critical role in the day-to-day operations of multiple investment funds and SPVs, supporting fund accounting, reporting, valuations, and strategic finance initiatives. This position is ideal for someone who enjoys ownership, thrives in a dynamic environment, and wants to build a long-term career in investment management. Key Responsibilities<ul><li>Support monthly and quarterly fund closes, including NAVs, capital accounts, allocations, and reconciliations.</li><li>Assist with investor reporting, audits, tax deliverables, and fund performance reporting.</li><li>Prepare valuation analyses, portfolio reporting, and investment tracking schedules.</li><li>Support transaction execution, cash management, and investment operations.</li><li>Maintain portfolio and fund data, improve processes, and leverage AI and automation tools to enhance efficiency and scalability.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T17:54:06Z

Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
115000.00 - 130000.00 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. ✨ Fund Accountant📍 San Francisco, CA (Hybrid)🏢 Growing & Respected Investment Platform💰 Competitive Base + Bonus + Awesome Benefits Join a highly regarded investment platform focused on backing innovative, high-growth companies across a diverse range of technology and innovation-driven sectors. With a collaborative, entrepreneurial culture and significant assets under management, the firm combines disciplined investing with a hands-on approach to supporting portfolio company growth. The RoleThe Finance Associate serves as a key member of a lean, high-impact finance team. This individual will support the day-to-day financial operations of investment funds and special purpose vehicles (SPVs), while contributing to fund accounting, reporting, valuations, and process improvement initiatives. The ideal candidate is detail-oriented, analytical, systems-minded, and excited to leverage automation and AI tools to improve efficiency and scalability. What You'll Do<ul><li>Support monthly and quarterly fund close processes across investment funds and SPVs.</li><li>Prepare NAVs, capital account activity, allocations, and financial reporting schedules.</li><li>Assist with investor reporting, audits, and tax processes.</li><li>Support valuation analyses and portfolio performance reporting.</li><li>Coordinate investment-related transactions and cash activity.</li><li>Drive process improvements through automation, AI, and technology tools.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T17:58:43Z

Fund Operations Associate

Menlo Park, CA
remote
Permanent / Full Time
115000.00 - 130000.00 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. This is an opportunity to gain hands-on exposure to venture capital and private market investments while working across investment operations, transaction coordination, documentation, and process improvement. You'll play an important role in keeping investment activities organized and moving forward, while helping the team build more efficient and scalable processes. The ideal candidate enjoys working with details, coordinating across teams, and using technology and systems to stay organized. Someone who is naturally curious, takes initiative, and enjoys finding ways to work smarter will thrive in this environment. What You'll Do:<ul><li>Develop an understanding of the firm's investment platform, private market transactions, and operational processes.</li><li>Coordinate investment activities, including subscriptions, capital calls, redemptions, and ongoing portfolio maintenance.</li><li>Organize and track investment agreements, onboarding documents, and other transaction-related materials.</li><li>Manage internal trackers, calendars, and reporting tools to keep deliverables, deadlines, and outstanding items on track.</li><li>Work with custodians, fund administrators, external investment managers, and internal teams to coordinate operational needs.</li><li>Assist with funding activities, wire preparation, and tracking cash movements.</li><li>Support secondary transactions and other investment-related projects.</li><li>Identify opportunities to improve workflows, streamline processes, and make better use of internal systems.</li><li>Help develop and maintain procedures and documentation as the platform continues to grow.</li><li>Bring a high level of accountability, organization, and attention to detail to daily responsibilities.</li></ul>
2026-10-23T16:33:45Z

Senior Finance Associate

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 140000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!) Join a highly regarded venture capital firm with billions in assets under management, backing innovative companies across automation, AI, and real-world industries. This is a high-impact opportunity within a lean, high-performing finance team, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations. Ideal for someone who enjoys process improvement, systems, AI, and automation and wants meaningful ownership as the platform grows. Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential. Responsibilities<ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage AI and automation across the finance function</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T23:28:41Z

Senior Financial Analyst

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Investment Firm | San Francisco; Hybrid Join a high-growth private investment firm focused on the venture and growth equity ecosystem. The firm offers a collaborative, entrepreneurial environment and the opportunity to work with sophisticated institutional funds during an exciting stage of growth. This is a high-exposure role spanning fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, analysis, and oversight rather than day-to-day fund administration. You'll work closely with a lean finance team, gain exposure to complex investment vehicles, and help drive process improvements as the platform continues to scale. Strong bonus potential, excellent benefits, and long-term career growth. Responsibilities<ul><li>Review fund accounting, NAVs, capital activity, and financial reporting prepared by third-party administrators</li><li>Oversee fund administrators and resolve accounting and reporting matters</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Support audits, tax processes, and external service providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and control enhancements</li><li>Partner with teams across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T03:08:45Z

Finance Associate - VC Firm

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid Join a highly regarded venture capital firm with a strong track record of backing innovative, technology-driven businesses. This is a high-visibility, high-ownership role within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations. Ideal for someone who thinks critically, works independently, and wants meaningful responsibility and growth within a sophisticated investment platform. Strong team culture, process improvement focus, and exposure to AI and automation. Responsibilities<ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for AI and automation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T23:24:10Z

Senior Finance Associate at VC Firm

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 135000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!) Join a highly regarded venture capital firm with billions in assets under management, backing innovative companies across automation, AI, and real-world industries. This is a high-impact opportunity within a lean, high-performing finance team, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations. Ideal for someone who enjoys process improvement, systems, AI, and automation and wants meaningful ownership as the platform grows. Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential. Responsibilities<ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage AI and automation across the finance function</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T21:58:48Z

Finance Associate at VC Firm

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 145000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid Join a highly regarded venture capital firm with a strong track record of backing innovative, technology-driven businesses. This is a high-visibility, high-ownership role within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations. Ideal for someone who thinks critically, works independently, and wants meaningful responsibility and growth within a sophisticated investment platform. Strong team culture, process improvement focus, and exposure to AI and automation. Responsibilities<ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for AI and automation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T08:39:08Z

Bookkeeper / Office Manager

Concord, CA
onsite
Temporary / Contract
34.00 - 40.00 USD / Hourly
About the RoleRobert Half is seeking a versatile Bookkeeper / Office Manager to oversee both financial and administrative operations for a respected organization in the construction industry. The ideal candidate will manage bookkeeping functions and ensure seamless office operations. This is a great opportunity for an organized, detail-oriented professional who thrives in collaborative, multi-faceted environments. Key Responsibilities<ul><li>Manage all bookkeeping duties, including general ledger entries, account reconciliations, and preparation of financial statements.</li><li>Oversee accounts receivable (AR), accounts payable (AP), and payroll processes.</li><li>Handle expense reports, budget tracking, and assist with financial forecasting.</li><li>Organize vendor invoices, purchase orders, and client billing.</li><li>Maintain electronic and paper-based records for accessibility and reporting.</li><li>Coordinate office operations, supplies, and vendor relationships.</li><li>Support employee onboarding and ensure accurate HR documentation.</li><li>Serve as a liaison between leadership and staff to facilitate communication and operational efficiency.</li><li>Provide administrative support as needed, including calendar management, facilities coordination, and event planning.</li></ul>
2026-10-30T23:28:45Z

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72 results for Associate Wealth Advisor in Colma, CA