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1 result for Operations Associate Established Ria in Palo Alto, CA
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 110000 - 130000 USD / Yearly
- <p>If interested, reach out to Jennifer Fukumae on LinkedIn for quickest consideration.</p><p><br></p><p>Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Support Wealth Advisors in delivering a high-touch client experience</li><li>Gather and organize client data to build financial plans and investment proposals</li><li>Prepare analyses across cash flow, investments, tax, estate, and risk planning</li><li>Update plans in financial planning software and incorporate advisor/client feedback</li><li>Assist with portfolio monitoring, account maintenance, and follow-ups after meetings</li><li>Manage tasks and client records in CRM (e.g., Salesforce)</li><li>Coordinate with internal teams to keep deliverables on track</li></ul><p><br></p>
- 2026-05-15T00:00:00Z