<p>Are you an Associate Financial Advisor or Financial Planning Associate looking for the next step in your career? I have a unique opportunity to join a high-performing team with a structured path to building and leading your own book of business.</p><p> </p><p><strong>Jennifer Fukumae with Robert Half Financial Services Group </strong>is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated and detail-oriented <strong>Financial Advisor</strong> to support a recognized Principal. <strong>This role is ideal for an early-career advisor who has a strong foundation in financial planning, thrives in a fast-paced environment, and values delivering a high-touch, fiduciary client experience.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><p> </p><p><strong>Financial Planning & Advisory Support</strong></p><ul><li>Support senior advisors in delivering comprehensive, fiduciary-based wealth management services</li><li>Develop customized financial plans, including retirement forecasting, cash flow modeling, and long-term planning</li><li>Conduct portfolio analysis and support asset allocation and rebalancing strategies</li><li>Participate in client meetings, take detailed notes, and ensure timely follow-up on action items</li><li>Document planning recommendations and coordinate implementation</li><li>Assist with onboarding new clients and strengthening ongoing relationships</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a primary contact for client inquiries and provide high-level service support</li><li>Manage proactive and responsive client communication</li><li>Help coordinate account openings, asset transfers, and custodian paperwork</li><li>Prepare meeting agendas and presentation materials</li></ul>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm seeking a <strong>Senior Client Service Associate. </strong>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul>
<p>Are you looking for an well-established wealth management firm with team values collaboration, thoughtful problem solving, and long-term client success?</p><p> </p><p>Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term?</p><p>I’m working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence.</p><p>If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p> </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families</li><li>Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service</li><li>Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination</li><li>Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs</li><li>Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination</li><li>Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management</li><li>Support ongoing client communications, meeting preparation, and follow-up action items</li><li>Contribute to internal projects and process improvements to enhance client experience and operational efficiency</li><li>Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery</li></ul><p><br></p>
<p>Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term?</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half</strong> is working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence. If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families</li><li>Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service</li><li>Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination</li><li>Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs</li><li>Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination</li><li>Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management</li><li>Support ongoing client communications, meeting preparation, and follow-up action items</li><li>Contribute to internal projects and process improvements to enhance client experience and operational efficiency</li><li>Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery</li></ul>
<p><strong>About the Opportunity</strong></p><p>This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about you.</p><p><br></p><p><strong>Relationship Manager / Client Service Associate</strong></p><p><strong>About the Firm</strong></p><p>A well‑respected boutique Registered Investment Advisor (RIA) with roughly half a billion dollars under management is seeking a Relationship Manager / Client Service Associate to join its close‑knit team. The firm is recognized for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance.</p><p>Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are truly valued.</p><p><br></p><p><strong>About the Role</strong></p><p>This position blends detail orientation with strong relationship‑building skills. You will play a key role in onboarding new clients, preparing documentation, maintaining client accounts, and supporting advisors across all areas of client service.</p><p>You will also serve as a primary liaison between the firm and its custodial partners, ensuring seamless operations and delivering an exceptional client experience. This is an excellent opportunity for someone who wants mentorship from an experienced advisor, long‑term stability, and the ability to grow within the role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support advisors with onboarding and client transition activities</li><li>Coordinate account openings and asset transfers</li><li>Process distributions, including RMDs, and maintain annual RMD tracking</li><li>Partner with custodians to complete account service requests</li><li>Document all client interactions and follow‑ups in the CRM</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Excellent work‑life balance</li><li>Competitive base salary with annual reviews and merit‑based increases</li><li>Strong retirement offering (safe harbor + profit sharing)</li><li>Employer‑covered parking or transit pass</li><li>Discretionary bonuses</li><li>4 weeks of PTO from day one</li><li>Comprehensive health benefits</li><li>A positive, people‑focused work environment with long‑tenured staff</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with your background and goals, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you.</p><p><br></p><p><strong>Financial Advisor</strong></p><p><strong>About the Firm</strong></p><p>We’re partnering with a well‑established, independent wealth management firm known for its fiduciary, client‑first approach. For over 20 years, the firm has supported individuals and families through comprehensive planning, disciplined portfolio management, and a commitment to high‑touch service.</p><p>Their team takes a holistic approach—starting with a deep understanding of each client’s objectives and evolving their strategies as life and financial needs change. With strong planning expertise, a collaborative culture, and a dedicated investment team, the firm delivers objective advice designed to help clients build, preserve, and transfer wealth with confidence.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice across investments, retirement, insurance, debt management, and overall financial planning</li><li>Develop customized financial plans tailored to each client’s goals</li><li>Build and maintain long‑term client relationships through proactive communication</li><li>Monitor portfolios and market trends, adjusting strategies as needed</li><li>Ensure full compliance with regulatory and internal standards</li></ul><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Step into a meaningful book of recurring‑revenue clients</li><li>No requirement to bring an existing book—ideal for advisors ready to advance</li><li>Collaborative, high‑integrity team culture</li><li>Strong infrastructure and support to grow your practice</li><li>Excellent client base from day one</li><li>Long‑term career stability and advancement</li><li>Profit‑sharing 401(k)</li><li>PTO, sick time, and paid holidays</li><li>Medical, dental, and vision benefits</li><li>Quarterly bonus tied to new assets gathered</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect</strong></p><p>If this opportunity aligns with your background and career goals, apply today and send your resume to JC del Rosario via LinkedIn—I’d welcome the chance to connect and learn more about you.</p><p><br></p><p><strong>Financial Advisor</strong></p><p><strong>About the Firm</strong></p><p>We’re partnering with a long‑standing, independent wealth management firm recognized for its fiduciary commitment and client‑first approach. For more than 20 years, the firm has served individuals and families through comprehensive financial planning, disciplined portfolio management, and exceptional high‑touch service.</p><p>The team takes a holistic, goals‑based approach—building deep relationships, adjusting strategies as life evolves, and delivering objective, personalized advice. With strong planning capabilities, a collaborative culture, and a dedicated investments group, the firm helps clients build, preserve, and transfer wealth with confidence.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic guidance across investments, retirement planning, insurance, debt management, and overall financial planning</li><li>Develop tailored financial plans aligned with client goals</li><li>Build and maintain long‑term client relationships through proactive communication</li><li>Monitor portfolios and market trends to adjust strategies as needed</li><li>Ensure adherence to regulatory requirements and internal compliance standards</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Step directly into a meaningful, recurring‑revenue client book</li><li>No existing book required—ideal for advisors looking to advance</li><li>Collaborative, high‑integrity team environment</li><li>Strong infrastructure and support to build your practice</li><li>High‑quality client base from day one</li><li>Long‑term career stability and growth potential</li><li>Profit‑sharing 401(k)</li><li>PTO, sick time, and paid holidays</li><li>Medical, dental, and vision benefits</li><li>Quarterly bonus tied to new assets gathered</li></ul>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a well-established <strong>Registered Investment Advisory (RIA) firm</strong> in <strong>Palo Alto</strong> seeking a <strong>Client Service Associate</strong> to support advisors and service high-net-worth clients. This role is ideal for someone who enjoys being client-facing, detail-oriented, and deeply involved in the day-to-day servicing of investment portfolios. You will play a key role in maintaining strong client relationships while supporting advisors with operational and administrative needs.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, delivering a high level of service and responsiveness</li><li>Support Financial Advisors with <strong>account onboarding, maintenance, and asset transfers</strong></li><li>Prepare and process custodial paperwork across platforms such as <strong>Schwab, Fidelity, and Pershing</strong></li><li>Coordinate client meeting preparation, including reports, performance summaries, and presentation materials</li><li>Process daily transactions including <strong>wires, ACHs, journals, and account updates</strong></li><li>Monitor account activity and follow up on outstanding items to ensure timely resolution</li><li>Liaise with custodians and internal teams to resolve operational or client-related inquiries</li><li>Maintain accurate client records and documentation in CRM and portfolio management systems</li><li>Assist with compliance-related tasks, audits, and regulatory documentation as needed</li><li>Identify opportunities to improve client service workflows and operational efficiency</li></ul><p><br></p>
<p><strong>Wealth Management Associate</strong></p><p><strong>About the Firm</strong></p><p>A relationship‑focused wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify financial goals, build thoughtful strategies, and deliver long‑term impact. With an average client size of approximately $1.5M, the firm provides a high‑touch planning experience centered on trust, personalization, and exceptional service.</p><p>This role offers direct exposure to senior leadership, complex financial planning work, and a clear path toward becoming a trusted advisor.</p><p><br></p><p><strong>About the Role</strong></p><p>The Wealth Management Associate will partner closely with Senior Advisors across financial planning, client relationship management, and operational support. You’ll participate in client meetings, manage planning workflows, and ensure all follow‑up items are executed seamlessly.</p><p>The ideal candidate is analytical, detail‑oriented, proactive, and adept at managing multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Attend client meetings, capture detailed notes, and manage follow‑up tasks</li><li>Support client communication and relationship management</li><li>Assist with client onboarding and ongoing service needs</li><li>Act as project manager to support Advisor priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Maintain CRM workflows, tasks, and client records</li><li>Process account paperwork, transfers, and updates</li><li>Coordinate with custodians, broker‑dealers, and external partners</li><li>Prepare meeting materials, agendas, and presentations</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Gather and review financial documents for planning accuracy</li><li>Track deliverables and ensure timely completion</li><li>Identify opportunities to streamline planning processes</li><li>Assist with insurance illustrations and proposals (life, disability, LTC)</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full financial‑planning and wealth‑management process</li><li>A clear pathway to future client‑facing advisory responsibilities</li><li>Strong work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Associate Planner</strong></p><p><strong>Client‑Focused | Growth‑Oriented | Impact‑Driven</strong></p><p>Join a values‑driven wealth advisory firm committed to simplifying the complex, building trusted relationships, and delivering exceptional client experiences. This role is ideal for someone early in their financial‑services career who wants meaningful hands‑on exposure, mentorship, and a long‑term path for advancement.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Support advisors in the day‑to‑day management of client relationships</li><li>Assist with data gathering, financial plan development, scenario modeling, and case design</li><li>Prepare client meeting materials and contribute by capturing detailed notes and action items</li><li>Maintain accurate and organized client records across internal systems</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Service‑oriented professionals who genuinely care about client outcomes</li><li>Team players who value trust, accountability, and collaboration</li><li>Individuals who are proactive, adaptable, and excited to learn</li><li>Those who want to make a meaningful impact in clients’ financial lives</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><strong>A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA)</strong> to join their high‑performing, collaborative team. This is an excellent opportunity for someone who wants to build long‑term roots, work closely with experienced advisors, and grow in a fast‑paced, client‑focused environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>For decades, this firm has served high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep ties to the Bay Area and a commitment to personalized advice, they offer a sophisticated, relationship‑driven approach to wealth management</p><p><br></p><p><strong>About the Role</strong></p><p>The CSA will support a portfolio of HNW clients and act as a key member of the client service team. You’ll partner with advisors, collaborate cross‑functionally, and ensure clients receive an exceptional experience from onboarding through ongoing service.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and enhance client relationships by anticipating needs and delivering timely, thoughtful support</li><li>Lead and execute the new client onboarding process</li><li>Coordinate with attorneys, accountants, and other client intermediaries</li><li>Support strategic planning efforts, including equity compensation strategies, estate/legacy planning coordination, and other complex client needs</li><li>Provide portfolio reporting, research support, and materials for meetings and touchpoints</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Clear long‑term growth potential within a respected wealth management firm</li><li>Tenured team, strong mentorship, and exposure to sophisticated planning</li><li>Hybrid schedule (onsite Tue/Thu + flexible 3rd day)</li><li>Supportive, people‑first culture where no task is too small</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + annual discretionary bonus</li><li>Generous 401(k) match</li><li>Health, dental, and vision coverage</li><li>Parking, commuter benefits, and monthly phone stipend</li><li>Casual dress when not client‑facing</li><li>Financial support for <strong>CFP®</strong> or <strong>CFA</strong> certification</li><li>Free lunch Fridays + fully stocked kitchen</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Operations Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Standards Environment</strong></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking an Operations Associate to join its highly professional and growing team. With a selective client base and an institutional‑quality service model, the firm emphasizes precision, polish, and an exceptional client experience.</p><p>You’ll be part of a small, collaborative team that values integrity, meticulous execution, and a personalized approach to client service.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Operations Associate supports core operational functions across trading, reporting, data integrity, and account administration. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent, high‑quality experience for both advisors and clients.</p><p>This role is ideal for someone who enjoys problem‑solving, enhancing processes, and thriving in a boutique, high‑touch environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Trading & Investment Operations</strong></p><ul><li>Execute trades across custodial and trading platforms</li><li>Monitor, troubleshoot, and resolve trade issues; ensure timely and accurate settlement</li></ul><p><strong>Data Management & Reconciliation</strong></p><ul><li>Maintain accurate data across portfolio reporting systems, the CRM, and custodial platforms</li><li>Reconcile transactions, cost basis, and holdings across all client accounts</li></ul><p><strong>Account Administration</strong></p><ul><li>Support account setup, transfers, and data‑feed management</li><li>Ensure accurate linking and updates across systems</li></ul><p><strong>Reporting & Internal Support</strong></p><ul><li>Prepare and distribute quarterly performance reports</li><li>Support advisors and internal teams with ad‑hoc operational projects</li><li>Partner with compliance resources to maintain documentation and operational standards</li></ul><p><strong>Process Improvement</strong></p><ul><li>Identify opportunities to enhance operational efficiency and accuracy</li><li>Contribute to strengthening the firm’s operational infrastructure as the organization grows</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Operations professionals who value precision and high‑quality work</li><li>Individuals who enjoy being central to a firm’s daily workflow and client infrastructure</li><li>Those who perform well in small‑team, high‑standards environments</li><li>Candidates who take ownership, think proactively, and seek to improve processes</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Lead Planner</strong></p><p>Client‑Centered | Relationship‑Driven | Impact‑Focused</p><p>Join a values‑driven wealth advisory firm dedicated to simplifying complexity, earning trust, and delivering exceptional service with clarity and care. This role is ideal for an experienced advisor who thrives on meaningful client relationships, enjoys mentoring associate team members, and wants to contribute to a mission‑aligned, collaborative environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the primary advisor for a dedicated portfolio of client relationships</li><li>Strengthen client trust through proactive communication, planning updates, and personalized guidance</li><li>Lead the development and review of planning materials, including balance sheets, strategic plans, cash‑flow analyses, estate and account maps, financial plans, and investment reports</li><li>Deliver comprehensive advice across investment management, tax and estate strategies, risk management, liabilities, family planning needs, and long‑term wealth strategies</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Advisors who care deeply about client outcomes and lead with empathy</li><li>Professionals who value collaboration, accountability, and integrity</li><li>Leaders who enjoy mentoring and elevating team performance</li><li>Individuals committed to continuous learning, improvement, and personal growth</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about your background.</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA) to join its high‑performing, collaborative team. This role is ideal for someone who wants to put down long‑term roots, partner closely with experienced advisors, and thrive in a fast‑paced, client‑focused environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>For decades, this firm has supported high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep Bay Area roots and a commitment to personalized, relationship‑driven guidance, the team delivers highly tailored wealth planning and investment support.</p><p><br></p><p><strong>About the Role</strong></p><p>As a CSA, you will support a portfolio of HNW clients and serve as an essential member of the client service team. You’ll collaborate with advisors, coordinate across internal and external partners, and ensure clients receive exceptional service from onboarding through ongoing relationship management.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Strengthen client relationships by anticipating needs and delivering timely, proactive support</li><li>Lead and manage the end‑to‑end new client onboarding process</li><li>Coordinate with attorneys, accountants, and external client partners</li><li>Support planning initiatives, including equity compensation strategies and estate/legacy planning workflows</li><li>Prepare portfolio reports, research materials, and meeting deliverables</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Clear pathway for long‑term growth within a respected wealth management organization</li><li>Strong mentorship and exposure to sophisticated planning strategies</li><li>Hybrid schedule (onsite Tue/Thu + flexible third day)</li><li>Supportive, people‑first culture where collaboration is highly valued</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + annual discretionary bonus</li><li>Generous 401(k) match</li><li>Health, dental, and vision coverage</li><li>Parking, commuter benefits, and phone stipend</li><li>Casual dress when not meeting with clients</li><li>Financial support for CFP® or CFA certification</li><li>Free lunch Fridays + fully stocked kitchen</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a generous 401(k) match, comprehensive health coverage, parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus</strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> known for <strong>white-glove service</strong> and trusted guidance to <strong>ultra-high-net-worth families and private foundations</strong>. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.</p><p> </p><p>This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a <strong>high-caliber client base</strong>. You’ll work closely with advisors and internal partners in an<strong> environment that values quality, accountability, and balance.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Senior Financial Analyst to join our team in San Francisco, California. In this long-term contract role, you will play a pivotal part in driving financial strategy, revenue forecasting, and business planning across multiple geographies. This position offers the opportunity to collaborate with senior leadership and cross-functional teams to deliver actionable financial insights that support strategic decision-making and organizational goals.<br><br>Responsibilities:<br>• Develop and refine comprehensive revenue models to provide accurate forecasts and support long-term financial planning.<br>• Enhance forecasting processes by improving assumptions, methodologies, and workflows to increase efficiency and precision.<br>• Collaborate with business leaders to analyze financial results, identifying key performance drivers and offering actionable recommendations.<br>• Conduct detailed financial and investment analyses to support strategic initiatives across product, marketing, and operational areas.<br>• Prepare presentations and reports for senior leadership and external stakeholders, showcasing financial metrics and performance insights.<br>• Manage month-end reporting, including variance analysis and clear communication of risks and opportunities.<br>• Act as a strategic advisor to leadership, applying financial expertise to address complex challenges and support decision-making.<br>• Utilize advanced financial systems and tools to streamline processes and improve data accuracy.<br>• Lead initiatives that enhance the scalability and robustness of financial models and reporting systems.
<p>The Sr. Financial Analyst with automation expertise is responsible for advanced financial analysis, forecasting, and reporting while leveraging automation tools to streamline and enhance processes. This role will identify opportunities for efficiencies, lead automation initiatives, and support strategic decision-making with accurate, timely financial insights. The ideal candidate combines strong analytical abilities with hands-on experience implementing automation solutions within finance operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze financial reports, forecasts, and budgets to support business objectives.</li><li>Drive automation of financial reporting, data collection, and analytical processes using relevant platforms and technologies.</li><li>Develop and maintain dashboards and automated models for monitoring key performance indicators.</li><li>Identify and implement process improvements to enhance efficiency, accuracy, and productivity within the finance organization.</li><li>Collaborate cross-functionally to gather and synthesize data, supporting both routine and ad hoc reporting needs.</li><li>Participate in or lead automation-focused projects within finance, working closely with IT and business stakeholders.</li><li>Ensure compliance with internal policies and external regulations in reporting and analysis activities.</li><li>Present complex financial findings to executive leadership in a clear, actionable manner.</li></ul>
<p>Kevin Eckhardt with Robert Half is looking for a skilled Senior Financial Analyst to join his client's team. This role is pivotal in providing strategic financial insights and supporting decision-making processes to drive revenue growth and optimize gross profit. The ideal candidate will excel in analyzing complex data, delivering accurate reports, and collaborating across teams to ensure financial consistency.</p><p><br></p><p>Responsibilities:</p><p>• Develop, streamline, and automate both recurring and ad-hoc reports and forecasts related to revenue and gross profit.</p><p>• Produce analytical reports that highlight key business metrics such as traffic, conversion rates, average ticket size, and comparative growth.</p><p>• Provide actionable recommendations based on data analysis to support revenue growth and gross profit optimization.</p><p>• Gather and evaluate forecast inputs from business stakeholders, assess risks and opportunities to financial plans, and communicate findings to finance leadership.</p><p>• Prepare accurate month-end close reports along with detailed business commentary.</p><p>• Collaborate with finance and accounting teams to share best practices and ensure uniformity across departments.</p><p>• Manage and enhance budgeting and planning processes for retail stores and e-commerce operations.</p>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to join our client's in Morgan Hill, California. In this role, you will play a pivotal part in shaping financial strategies and delivering actionable insights that drive organizational success. You will collaborate across departments to optimize planning, reporting, and analysis processes while ensuring data accuracy and integrity.</p><p><br></p><p>Responsibilities:</p><p>• Develop sophisticated analytical models to assess business performance, forecast trends, and support strategic decision-making.</p><p>• Coordinate and execute short-term and long-term financial planning cycles, including annual budgets and periodic updates, with cross-functional teams.</p><p>• Analyze financial outcomes, explain variances, and prepare customized reports to support leadership decisions.</p><p>• Gather, validate, and synthesize financial and operational data from multiple sources to ensure accuracy and reliability.</p><p>• Serve as a finance partner for budget owners, offering guidance on spending and comparing actual results to planned expectations.</p><p>• Conduct profitability analyses for products and portfolios to inform strategic priorities.</p><p>• Lead enterprise-level financial planning outputs, working closely with accounting teams to ensure data integrity and accurate accruals.</p><p>• Collaborate with technology teams to enhance reporting systems, automate processes, and improve business intelligence tools.</p><p>• Contribute to company-wide planning deliverables, including operating plans, rolling forecasts, and performance updates.</p><p>• Participate in cross-departmental initiatives, providing financial expertise and ensuring disciplined project execution.</p>
