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9 results for Associate Planner Growing Ria Firm in Mountain View, CA

Wealth Advisor - SF RIA Firm - 3 Days Onsite

San Francisco, CA
remote
Permanent
120000.00 - 140000.00 USD / Yearly
Reach out to Jennifer Fukumae with Robert Half’s Financial Services Division to learn about a fast-growing San Francisco–based RIA that is looking to add a Wealth Planning Associate / Wealth Manager to their team.This is an ideal role for someone who wants to deepen their planning and investment skill set while gaining direct exposure to client relationships, with a clear path toward a future advisor role. What You’ll Do<ul><li>Partner with senior advisors to analyze client financial situations and develop holistic planning strategies</li><li>Assist in building and refining custom investment portfolios and asset allocation models</li><li>Support end-to-end client experience, including meeting prep, follow-ups, and action item tracking</li><li>Create tailored financial proposals and presentations for prospective and existing clients</li><li>Collaborate with internal investment leadership to deliver portfolio recommendations</li><li>Help coordinate and manage client meetings while ensuring seamless execution</li><li>Contribute to team leadership and support overall workflow across advisory functions</li></ul>
2026-03-31T04:39:53Z

Financial Planner - RIA Firm - East Bay 2 days Onsite

Walnut Creek, CA
remote
Permanent
120000.00 - 140000.00 USD / Yearly
Financial Planner – Join a Growing $4B+ RIA | Flex Schedule + 2 Days Onsite Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a thriving East Bay RIA managing over $4B in assets under management to hire a Financial Planner ready to take their career to the next level.This is not just another planning role—this is an opportunity to step into a high-growth, advisor-centric firm where your expertise in building financial plans is valued, your voice is heard, and your career trajectory is intentional.If you enjoy creating meaningful financial strategies but want more collaboration, more exposure, and more impact, this is the move. Why this role stands out:<ul><li>Work with a high-quality, established client base</li><li>Join a collaborative, growth-minded advisory team</li><li>Only 2 days onsite + flexible Fridays for better work-life balance</li><li>Real opportunity to influence planning strategy and process</li><li>Be part of a firm that is actively growing and investing in talent</li></ul> What You’ll Do<ul><li>Partner closely with Advisors to design and deliver comprehensive financial plans</li><li>Gather and analyze client data to build customized planning strategies</li><li>Sit in on client meetings and serve as a subject matter expert across planning topics</li><li>Support the development and presentation of complex, high-impact financial plans</li><li>Conduct research across areas like tax, estate, retirement, and equity compensation planning</li><li>Maintain and optimize data within financial planning tools and platforms</li><li>Help refine internal processes, policies, and best practices</li><li>Stay ahead of industry trends and bring new ideas and insights to the team</li></ul>
2026-03-31T04:28:46Z

Financial Planner for RIA Firm $4B+ AUM!

Walnut Creek, CA
remote
Permanent
115000.00 - 130000.00 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established East Bay RIA managing $4B+ in AUM to add a Financial Planner to their growing team. This is a high-impact opportunity for a CFP® professional who enjoys building comprehensive financial plans, working directly with Advisors, and contributing to a collaborative, client-first environment—with only 2 days onsite! What You’ll Be Doing• Lead the development of comprehensive, customized financial plans for high-net-worth clients• Partner closely with Advisors and actively participate in client meetings as a financial planning expert• Drive the design, presentation, and execution of sophisticated planning strategies across retirement, tax, estate, and equity compensation• Conduct in-depth research on planning strategies, regulatory updates, and industry trends• Maintain and optimize client data within financial planning platforms• Help shape and refine internal planning processes, policies, and best practices• Act as a key resource to Advisors on complex planning scenarios and evolving client needs
2026-03-27T23:33:45Z

Client Service Associate - RIA Firm

San Mateo, CA
remote
Permanent
75000.00 - 115000.00 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-03-31T04:23:41Z

Senior Client Service Associate | East Bay RIA Firm!

Walnut Creek, CA
remote
Permanent
90000.00 - 120000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services Division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practic</li></ul>
2026-03-27T23:28:43Z

Wealth Advisor - RIA Firm - Hybrid

Foster City, CA
remote
Permanent
150000.00 - 170000.00 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a highly respected, employee-owned RIA in the East Bay to hire a Financial Planner / Wealth Advisor who thrives in a relationship-driven environment and wants to make a meaningful impact with clients.This is an opportunity to step into a well-supported advisory seat where your focus is on what matters most—guiding clients through complex financial decisions and building long-term trust—not getting bogged down in operational noise. The OpportunityYou’ll take ownership of a defined book of approximately 80–100 client relationships, helping individuals and families navigate their financial lives with clarity and confidence. The firm emphasizes deep, ongoing partnerships, not transactional advice.With strong internal infrastructure across investments, operations, and marketing, you’ll have the support needed to stay focused on delivering high-quality advice and growing relationships. What You’ll Do<ul><li>Serve as the primary advisor for a portfolio of clients, providing comprehensive financial planning and investment guidance</li><li>Build lasting relationships by understanding each client’s goals, values, and long-term vision</li><li>Develop and execute customized financial plans spanning retirement, tax strategy, estate considerations, and philanthropic goals</li><li>Partner with external professionals (CPAs, attorneys, etc.) to coordinate complex financial situations</li><li>Guide clients through life transitions and evolving financial needs with a proactive, planning-first approach</li></ul> What Sets This Firm Apart<ul><li>Manageable client load: Advisors typically work with ~60–75 relationships, allowing for deeper, more meaningful engagement</li><li>Specialized client niches: Work alongside colleagues who focus on distinct client segments (e.g., tech professionals, attorneys, executives, medical specialists)</li><li>Strong team stability: High tenure and a collaborative, supportive culture</li><li>Employee ownership: 100% employee-owned with a clear path to equity participation</li><li>Inclusive environment: A diverse team with strong female representation across the firm</li></ul>
2026-03-31T04:33:57Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent
80000.00 - 110000.00 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-03-31T18:08:43Z

Client Service Associate

San Carlos, CA
remote
Permanent
75000.00 - 115000.00 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonusA growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment.What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-04-04T04:23:46Z

Lead Financial Advisor at RIA - 3 days onsite

San Francisco, CA
onsite
Permanent
130000.00 - 170000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Lead Advisor | Wealth Management Firm | SF | Hybrid; 3 days onsite Our client is a highly respected wealth management firm with a strong track record advising high-net-worth individuals, families, and institutions. They’re known for a thoughtful, full-picture approach to planning and investing, and for building lasting client relationships. The firm offers a collaborative, values-driven environment with real growth potential. You’ll also get competitive benefits, fully covered healthcare, generous PTO, 401k match, and a hybrid schedule in San Francisco. Responsibilities<ul><li>Partner with advisors to support high-net-worth clients </li><li>Build and deliver financial plans </li><li>Support tax, estate, and investment planning initiatives </li><li>Analyze portfolios and help develop client recommendations </li><li>Prepare client materials, proposals, and meeting follow-ups </li><li>Manage ongoing client engagement and day-to-day communication </li><li>Collaborate with senior advisors and investment team on tailored strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T02:58:43Z