<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>Are you an Associate Financial Advisor or Financial Planning Associate ready to take the next step in your career? This is a unique opportunity to join a high-performing team with a defined path toward building and leading your own book of business.</p><p>Jennifer Fukumae with Robert Half Financial Services is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated Financial Advisor to support a recognized Principal. This role is ideal for an early-career advisor with a solid planning foundation who thrives in a fast-paced environment and values delivering a high-touch, fiduciary client experience.</p><p><strong>Position Overview</strong></p><p>As a Financial Advisor, you will act as a strategic partner in delivering comprehensive wealth management services. You will work directly with clients, contribute to customized financial planning and investment strategy execution, and ensure seamless follow-through on planning initiatives. While you will not initially provide independent investment recommendations, you will quickly become a trusted client contact and play a central role in relationship management and planning execution.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Planning & Advisory Support</strong></p><ul><li>Partner with senior advisors to deliver fiduciary-based wealth management services</li><li>Develop financial plans including retirement projections, cash flow modeling, and long-term strategy development</li><li>Conduct portfolio analysis and support asset allocation and rebalancing efforts</li><li>Attend client meetings, document recommendations, and oversee follow-up execution</li><li>Assist with client onboarding and ongoing relationship development</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a primary contact for client inquiries</li><li>Manage proactive and responsive client communications</li><li>Coordinate account openings, asset transfers, and custodial documentation</li><li>Prepare meeting agendas and presentation materials</li></ul><p><strong>Operations & Compliance</strong></p><ul><li>Maintain accurate CRM records (Tamarac preferred)</li><li>Liaise with custodians and third-party partners</li><li>Process account paperwork including openings, transfers, and updates</li><li>Ensure adherence to RIA compliance and regulatory standards</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 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 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>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>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>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>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 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>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>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 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>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm in a<strong> beautiful new office in Walnut Creek seeking a Senior Client Service Associate</strong> to support a Senior Financial Advisor and deliver a high-touch client experience. </p><p>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><br></p>
<p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. </p><p><br></p><p>If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you! <strong>Apply now</strong> to take the next step in your career.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul><p><br></p>
<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>
<p> </p><p>A leading global private equity firm is seeking an Investor Services Associate to join its San Francisco office. This role supports LP operations, reporting, and investor communications within a highly respected and established investment platform.</p><p> </p><p><strong>Overview</strong></p><p>This position will play a key role in managing investor reporting cycles, capital activity notices, onboarding workflows, and due diligence support. The individual will work closely with Finance and Investor Relations to ensure timely, accurate, and consistent delivery of investor materials and data.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Coordinate quarterly and annual investor reporting packages, including capital statements and performance updates</li><li>Prepare and distribute capital call and distribution notices</li><li>Serve as a point of contact for investor inquiries and ongoing communications</li><li>Maintain and reconcile investor data across CRM and fund accounting systems</li><li>Support DDQs, fundraising requests, and investor data needs</li><li>Contribute to process improvements and system enhancements</li></ul>
