110 Results for Associate Wealth Advisor Jobs in Usa

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Associate Attorney

Corte Madera, CA
onsite
Permanent / Full Time
140000 - 225000 USD / Yearly
Robert Half is recruiting Labor & Employment Attorney (Associate or Of Counsel level) for the Marin County office (hybrid telecommute OK) of its large statewide law firm client. The ideal candidate will have 2-10+ years of practice in employment litigation, ideally but not necessarily involving municipality and public sector entities. Qualifications include excellent writing and oral advocacy skills, good discovery (including conducting depositions) and law & motion experience, and optimally some work doing oral arguments in adversarial hearings (e.g., ALJ for PERB, DFEH, DOL; state and Federal trial courts; arbitration). These are litigation and advice & counsel positions. And, they are definitely partnership-track opportunities, so career-minded litigators with strong work ethic are encouraged to apply. The target base salary is $140,000 - 225,000+/yr, DOE, plus bonuses ranging from $10,000 to $30,000+, depending on amount of hours billed. Comprehensive benefits, including the firm’s profit-sharing contributions to the retirement plan, are a part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Division, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-11-06T00:00:00Z

Associate Attorney

Boston, MA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Our client, a well-established law firm, is looking for an Associate Attorney to join their team in Boston, Massachusetts. This role is well suited for an attorney with civil litigation experience who wants meaningful courtroom exposure, direct client contact, and the opportunity to take ownership of active matters. You will work alongside experienced attorneys in a supportive setting while building practical experience across multiple phases of litigation. Location: Boston, MASalary: $100,000 - $140,000 (depending on experience) + bonuses + amazing benefitsSchedule: In Person first 90 days, then hybrid 1-2 days remote a week Responsibilities:<ul><li>Manage civil litigation matters from inception through resolution.</li><li>Conduct legal research and draft pleadings, motions, memoranda, and other legal documents.</li><li>Prepare and respond to written discovery.</li><li>Conduct and defend depositions.</li><li>Attend court hearings, mediations, arbitrations, and other legal proceedings.</li><li>Assist with trial preparation and participate in trials as needed.</li><li>Communicate regularly with clients regarding case strategy and developments.</li><li>Collaborate with attorneys and legal support staff to develop effective litigation strategies.</li><li>Maintain organized case files and ensure compliance with court deadlines.</li><li>Handle additional legal responsibilities and special projects as assigned0</li></ul>
2026-10-14T00:00:00Z

Associate Attorney

Nashville, TN
onsite
Permanent / Full Time
120000 - 200000 USD / Yearly
🏢 Associate Attorney | Real Estate & Community Development ⚖️ Looking for a sophisticated real estate practice without the relentless 2,000+ billable-hour expectations? Robert Half is partnering with a highly respected boutique law firm that focuses on transformative real estate development projects, complex financing transactions, public-private partnerships, and community-focused initiatives. This is an opportunity to work on meaningful, high-impact projects while enjoying a collaborative culture and a healthier work-life balance than many traditional law firm environments. 🌟 Why This Opportunity Stands Out✅ Work directly with experienced partners on sophisticated transactions✅ Gain substantial responsibility and client exposure early in your career✅ Participate in projects that help shape communities and drive economic development✅ Collaborative, team-oriented culture with strong mentorship✅ Bonus opportunities beginning at attainable billable levels✅ Long-term career growth within a thriving niche practice 📋 What You'll Be Doing⚖️ Drafting, reviewing, and negotiating complex transactional documents🏗️ Supporting commercial real estate and development transactions🏘️ Assisting with housing and community development initiatives🤝 Working on public-private partnership projects💰 Contributing to sophisticated financing transactions and capital structures📑 Conducting regulatory and legal analysis related to development projects🏙️ Advising on economic development and community revitalization efforts
2026-11-04T00:00:00Z

Associate Attorney

Hiawatha, IA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
We are seeking an Associate Attorney to join a growing practice in the Cedar Rapids area focused on bankruptcy, debt restructuring, and related business matters. In this role, you will work closely with clients navigating complex legal, financial, and business challenges while gaining meaningful courtroom experience and direct client exposure. You'll collaborate with experienced attorneys who are invested in mentorship and detail oriented development, providing a strong foundation for long-term career growth. Responsibilities: • Assess legal matters and recommend practical strategies aligned with each client’s goals and circumstances. • Prepare a range of legal documents, including pleadings, motions, petitions, contracts, and related filings, with accuracy and attention to detail. • Research statutes, case law, and regulatory issues to support case strategy and address nuanced legal and financial questions. • Counsel individuals and business clients on legal options, risk considerations, and business-related decisions. • Advocate for clients during negotiations, mediations, hearings, depositions, and courtroom proceedings. • Lead client meetings to gather facts, explain potential paths forward, and help clients make informed decisions. • Partner with attorneys, paralegals, and administrative staff to deliver responsive, high-quality legal service. • Oversee caseload progress by tracking deadlines, coordinating communications, and ensuring matters move forward efficiently. • Develop and maintain strong connections within the legal and business communities to support client service and practice growth.
2026-11-06T00:00:00Z

Associate Attorney

Walnut Creek, CA
onsite
Temporary / Contract
50 - 70 USD / Hourly
Calling all newly barred attorneys and recent law school graduates! Are you looking to launch your litigation career with a team that will provide hands-on training, mentorship, and meaningful case exposure? We are partnering with several respected law firms across the East Bay that are actively seeking newly licensed attorneys and junior associates for contract-to-hire opportunities with long-term growth potential. These are excellent opportunities for attorneys who want to gain real courtroom exposure, work closely with experienced litigators, and build a strong foundation in civil litigation. Practice Areas<ul><li>Insurance Defense</li><li>Employment Litigation</li><li>Asbestos Litigation</li><li>Toxic Tort</li><li>Medical Malpractice Defense</li></ul>What You'll Do<ul><li>Assist with all phases of litigation from case inception through resolution</li><li>Conduct legal research and draft memoranda, pleadings, motions, and discovery</li><li>Prepare discovery responses and review document productions</li><li>Support trial preparation</li><li>Communicate with clients, opposing counsel, experts, and witnesses</li><li>Work closely with attorneys who are committed to mentorship and professional development</li></ul>
2026-10-30T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent / Full Time
135000 - 185000 USD / Yearly
We are looking for a dedicated Associate Attorney to join our team in San Francisco, California. This role offers an exciting opportunity to work in civil litigation defense within a collaborative and supportive environment. If you are a licensed attorney passionate about building your career and gaining hands-on experience, this position is ideal for you. Responsibilities: • Manage a diverse caseload, taking primary responsibility for cases based on your level of experience. • Represent clients during court appearances, depositions, mediations, and other legal proceedings. • Conduct legal research and prepare motions, briefs, and other necessary documentation. • Handle discovery processes, including drafting and responding to interrogatories and requests for production. • Collaborate with clients to provide regular updates and address legal concerns. • Prepare for trials, including pre-trial motions and strategy development. • Participate in settlement negotiations and mediations to advocate for client interests. • Work closely with partners and other team members to ensure high-quality case management. • Maintain effective use of case management and document management software. • Stay current with legal trends and developments to enhance expertise.
2026-10-22T00:00:00Z

Associate Attorney

Glendale, CA
onsite
Permanent / Full Time
135000 - 175000 USD / Yearly
Looking for a non-litigation heavy role within labor & employment? Read on! Robert Half's long-term client, a highly respected labor and employment law firm dedicated to protecting the rights of working people and labor organizations, is adding an associate attorney to their team. Known for providing big-firm quality representation within a collaborative, small-firm environment, they boast an incredibly stable team where attorneys stay for decades. Summary This associate attorney should have 3+ years of experience. This role focuses heavily on federal court litigation involving employee benefits and multi-employer trust funds (pension plans). The caseload is roughly 20 matters, focusing on discovery, data analysis, motion practice, and active negotiation. Schedule & Location<ul><li>Type: Hybrid in Glendale. </li><li>Structure: Daily onsite for the first 2 weeks of training. Thereafter, 3 days onsite / 2 days remote (flexible coordination with support staff; court or mediation days count toward onsite requirements).</li><li>Hours: Standard business hours (approx. 8:30 AM – 5:00 PM).</li></ul>Key Responsibilities<ul><li>Propound and respond to civil discovery in federal court.</li><li>Review spreadsheets and data sets tracking financial/payment contributions to input into internal systems.</li><li>Draft substantive motions and legal memoranda.</li><li>Maintain frequent, close communication with clients and trust fund administrators.</li><li>Negotiate settlements with opposing counsel (the vast majority of cases resolve post-discovery or via mediation; non-jury/bench trials are rare).</li></ul> Compensation & Billable Hours<ul><li>Base Salary: Generally starting at $135,000 for a 3rd-year associate, with a 4% automatic increase for each subsequent year of experience.</li><li>Billable Requirement: 1850 hours per year (with an emphasis on a healthy work-life balance).</li><li>Bonuses: Discretionary year-end bonus + additional performance bonuses for exceeding monthly billable targets.</li></ul>Stellar Benefits Package (Eligible after 3 months)<ul><li>Health Insurance: 100% firm-covered medical premiums for the employee and their family.</li><li>Retirement: Funded 401(k) plus a profit-sharing plan with a 11% firm contribution, regardless of employee contribution match.</li><li>Commuter Perks: Fully covered parking or public transportation reimbursement.</li><li>Time Off: 11 paid holidays per year, plus a generous vacation and sick leave package.</li><li>Firm Culture: Exceptionally family-friendly. The partnership actively accommodates personal obligations, school events, and family needs.</li></ul>
2026-10-12T00:00:00Z

Associate Attorney

San Francisco, CA
onsite
Permanent / Full Time
115000 - 160000 USD / Yearly
Boutique real estate litigation and landlord/tenant law firm located in San Francisco is seeking a skilled Associate Attorney! As part of the team, you will be handling cases from initiation to conclusion, making court appearances, and getting trained in San Francisco housing law. Responsibilities: • Oversee and manage multiple cases from beginning to end• Draft legal pleadings for various matters• Conduct thorough law and motion practices• Respond efficiently to discovery requests and draft responses• Appear in court for hearings, settlement conferences, and trial calls• Maintain a strong work ethic with a total commitment to success for our clients• Acquire comprehensive knowledge of San Francisco housing law• Demonstrate strong organizational and communication skills• Exhibit excellent research and writing skills• Multitask independently and manage time effectively
2026-11-10T00:00:00Z

Associate Attorney

Minneapolis, MN
onsite
Permanent / Full Time
115000 - 140000 USD / Yearly
Our client, a boutique law firm in downtown Minneapolis, is seeking an Associate Attorney to support its expanding practice. This attorney will work closely with experienced attorneys on a wide range of transactional and litigation matters, with an emphasis on property and real estate-related issues. Ideal candidates will have 2-4+ years of transferable legal experience and a desire to take on meaningful responsibility in a smaller firm environment. The position offers broad exposure, direct mentorship, and the opportunity to build experience across multiple practice areas while developing a strong foundation in real estate-related work. Prior real estate experience is not required. Overview of Responsibilities:<ul><li>Assist senior attorneys with litigation and transactional matters</li><li>Conduct legal research and draft pleadings, motions, contracts, correspondence, and other legal documents</li><li>Support all phases of litigation, including discovery, motion practice, and case strategy</li><li>Review and analyze contracts, agreements, and other related documents</li><li>Communicate with clients, opposing counsel, courts, and third parties</li><li>Participate in hearings, depositions, and other legal proceedings </li><li>Maintain organized case files and manage deadlines across multiple matters</li></ul>
2026-10-16T00:00:00Z

Associate Attorney

Burbank, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Attorney opportunity in the San Fernando Valley to join a top plaintiff litigation team! This role will offer courtroom exposure, direct mentorship from experienced trial lawyers, and the chance to manage personal injury matters in a collaborative, in-office environment. You will handle cases through core litigation phases while contributing to trial preparation and working closely with experienced litigators and trial attorneys. The firm offers a supportive culture, practical training, and long-term growth potential for attorneys who want to build their careers. There is partnership potential here! Responsibilities:• Oversee a caseload of plaintiff personal injury matters, primarily motor vehicle collision claims, along with selected premises liability cases, from early litigation through expert designation.• Prepare and file key litigation documents, including pleadings, written discovery, motions, and supporting briefs, with attention to strategy and deadlines.• Conduct and defend depositions as part of case development, while partnering with trial counsel on higher-level litigation strategy and pretrial readiness.• Support trial attorneys during case preparation by organizing evidence, refining legal arguments, and serving as second chair when matters proceed toward trial.• Coordinate effectively with pre-litigation team members on files that remain in transition, ensuring continuity as clients complete treatment and cases advance.• Approach every assigned matter with a trial-ready mindset, developing records and litigation strategy designed to strengthen outcomes.• Use firm technology platforms for case tracking, document organization, and workflow management, including maintaining accurate litigation records.• Participate in structured onboarding and ongoing collaboration with litigation leadership to build independence while benefiting from regular guidance and feedback.
2026-11-06T00:00:00Z

Associate Attorney

Burlingame, CA
onsite
Permanent / Full Time
150000 - 240000 USD / Yearly
We are looking for an Associate Attorney to join a commercial litigation practice in Burlingame, California. This opportunity is well suited for a lawyer who thrives in a fast-paced setting, brings strong judgment to complex disputes, and is eager to take on meaningful case responsibility. The role offers exposure to high-impact matters, close collaboration with accomplished trial lawyers, and the chance to contribute across multiple stages of litigation. Responsibilities: • Manage commercial litigation matters through all phases, from early case assessment and pleadings to discovery, motion practice, trial preparation, and appeal support. • Draft persuasive legal documents, including motions, briefs, memoranda, and other filings requiring strong written advocacy and analytical precision. • Conduct and defend depositions, prepare witnesses, and participate in court appearances with increasing independence and strategic judgment. • Oversee complex discovery efforts by developing case strategies, reviewing records, coordinating document production, and working through procedural disputes. • Collaborate with partners, associates, and support staff to build case theories, evaluate evidence, and advance litigation objectives effectively. • Assume substantive responsibility on significant matters, including opportunities to serve in first- or second-chair capacities where appropriate. • Partner with experts, investigators, and other external resources to strengthen factual development and support litigation strategy. • Contribute to a team-oriented legal environment focused on sophisticated advocacy and representation in impactful disputes.
2026-10-22T00:00:00Z

Associate Attorney

San Jose, CA
remote
Temporary / Contract
75 - 100 USD / Hourly
Midsize litigation firm is seeking an Associate Attorney to support its busy defense litigation practice. This role offers the opportunity to work on a full lifecycle caseload, from initial case assessment through resolution, in a collaborative and fast-paced environment. This position can be remote or on-site, depending on your work preferences and location. The ideal candidate will have an active CA Bar license and at least 2-3+ years of CA-based civil litigation experience. Key Responsibilities:<ul><li>Manage and support all phases of defense litigation matters from inception through trial preparation, settlement, and resolution. </li><li>Draft, review, and file pleadings, motions, discovery requests and responses, and other litigation-related documents.</li><li>Conduct legal research and prepare memoranda on case strategy, liability, damages, and procedural issues. </li><li>Handle discovery, including document review, analysis, and coordination of eDiscovery materials.</li><li>Assist with trial preparation, including witness preparation, exhibit organization, and pretrial filings. </li><li>Communicate regularly with clients, opposing counsel, experts, and internal team members regarding case status and strategy. </li><li>Maintain case files and ensure compliance with court deadlines and procedural requirements. </li></ul>
2026-10-30T00:00:00Z

Associate Attorney

Sacramento, CA
onsite
Permanent / Full Time
120000 - 175000 USD / Yearly
Robert Half is recruiting an Associate Attorney for the Sacramento office of its large statewide law firm client servicing mostly public entities, school districts, and higher education clientele. This Associate would work alongside a highly regarded labor & employment (L&E) partners to do investigations at private and public sector workplaces and university campuses (incl. some Title IX work). The Associate is responsible for doing on-site witness interviews and investigations and then analyzing and preparing comprehensive investigative reports of findings. As a core part of this practice, the Associate helps case manage, counsel, and defend against various L&E grievances in administrative hearings. The qualifications include 1-7+ years of practice experience (preferably in L&E, education, or public law), active and in good standing with the State Bar of California, strong academic record, superior writing and analytical skills, excellent interpersonal skills, ambitious and eager to develop one’s own practice ad book of business, and keen ability to act as a neutral, and reliable about prioritizing and meeting competing deadlines. This is a unique direct-hire, partnership-track opportunity to build an education law practice under the mentorship of partners with years of experience and top recognition as leading local government and public school lawyers The annual base salary guidance for this opportunity is $120,000 – 170,000+, DOE, plus monthly productivity bonuses and an annual discretionary bonus totaling $15,000 to $40,000/yr. Good benefits, including the firm’s profit-sharing contributions to the retirement plan, are part of the employment package. This is a very good firm at which to grow your career and practice! For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Division, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-10-27T00:00:00Z

Associate Attorney

New York, NY
onsite
Permanent / Full Time
110000 - 160000 USD / Yearly
We are looking for an Associate Attorney to join a reputable mid-sized law firm in New York, New York. This role is suited for a litigation attorney with several years of hands-on experience managing matters through discovery, motion practice, depositions, and court appearances. The position offers exposure to a broad range of disputes, including liability, securities, medical malpractice, labor and employment, and insurance-related claims. Responsibilities:• Represent clients in court proceedings, conferences, and depositions while advancing litigation matters efficiently.• Prepare and refine pleadings, motions, briefs, and other case-related filings for state and federal matters.• Manage the discovery process by drafting requests, evaluating responses, and reviewing document productions for relevance and strategy.• Conduct legal research to support case analysis, written advocacy, and litigation planning.• Partner with senior attorneys and firm leadership on case development, defense strategy, and assignment execution.• Draft and argue dispositive motions, including summary judgment submissions, with strong attention to procedural requirements.• Maintain organized case files, monitor deadlines, and safeguard sensitive legal information throughout the lifecycle of each matter.
2026-10-22T00:00:00Z

Associate Attorney

New York, NY
onsite
Permanent / Full Time
90000 - 160000 USD / Yearly
We are looking for an Associate Attorney to join a reputable law firm in New York, New York, supporting a broad litigation practice across several complex areas. This opportunity is well suited for an early-career attorney who is ready to take an active role in case strategy, courtroom advocacy, and written motion practice. The role offers close collaboration with senior attorneys while providing meaningful responsibility in managing litigation matters from discovery through dispositive motion work. Responsibilities:• Represent clients in court proceedings and participate in depositions as part of ongoing litigation matters.• Prepare a range of legal filings, including pleadings, motions, and other case-related documents with accuracy and strong legal analysis.• Manage discovery activities by drafting requests, evaluating opposing party responses, and organizing document review summaries.• Conduct legal research to support case development, motion drafting, and litigation strategy.• Partner with attorneys and firm leadership on assignments requiring coordinated analysis, case preparation, and deadline management.• Assist in developing case positions by applying procedural rules and relevant law to active disputes.
2026-10-22T00:00:00Z

Associate Attorney

Atlanta, GA
onsite
Permanent / Full Time
100000 - 110000 USD / Yearly
We are looking for an Associate Attorney to join a litigation-focused, personal injury legal team in Atlanta, Georgia. This position offers the opportunity to handle personal injury matters through multiple phases of the case lifecycle, from early investigation through motion practice and case resolution. The ideal candidate brings sound legal judgment, strong written advocacy, and the ability to manage discovery and court filings in a fast-paced practice. Responsibilities:• Represent clients in personal injury and civil litigation matters, guiding cases from initial evaluation through resolution.• Prepare persuasive legal documents, including motions, briefs, pleadings, and other court submissions.• Manage the discovery process by drafting requests, reviewing responses, and coordinating document production.• Conduct legal research and develop case strategies that support favorable litigation outcomes.• Work closely with clients, witnesses, opposing counsel, and court personnel to move matters forward efficiently.• Participate in hearings, depositions, mediations, and other litigation proceedings as needed.• Maintain organized case files, monitor deadlines, and ensure compliance with court rules and procedural requirements.
2026-10-22T00:00:00Z

Associate Attorney

Minneapolis, MN
onsite
Permanent / Full Time
105000 - 145000 USD / Yearly
Downtown Minneapolis law firm is seeking a Family Law Associate Attorney to join its growing practice. This is an excellent opportunity for an attorney who enjoys handling sophisticated family law matters and working closely with clients through complex and often high-stakes situations. The firm represents individuals in a broad range of family law matters, including divorce, custody and parenting time disputes, spousal maintenance, property division, and high-net-worth marital dissolutions. Attorneys are given meaningful client contact, courtroom exposure, and the opportunity to take ownership of their cases while working alongside experienced practitioners. 1 day/week remote after in-office training. Key Responsibilities<ul><li>Manage family law matters from intake through resolution.</li><li>Represent clients in court hearings, motion practice, mediations, and settlement conferences.</li><li>Prepare pleadings, motions, discovery requests and responses, and other legal documents.</li><li>Conduct legal research and develop case strategies.</li><li>Advise clients on custody, parenting time, support, property division, and related family law issues.</li><li>Collaborate with colleagues to provide practical and effective solutions for clients.</li></ul>
2026-10-28T00:00:00Z

Associate Attorney

Des Moines, IA
onsite
Permanent / Full Time
130000 - 145000 USD / Yearly
Our client, a leading full-service Des Moines law firm, is seeking an Associate Attorney with 2-6 years of civil and/or commercial litigation experience to join its growing litigation practice. This is a great opportunity for an attorney who wants more than just a narrow litigation niche. Attorneys in this role gain meaningful hands-on experience from day one, including motion practice, depositions, hearings, and courtroom exposure, while building a broad-based litigation practice with a clear path for long-term growth. Responsibilities<ul><li>Manage and support a variety of civil litigation matters from inception through resolution</li><li>Draft pleadings, motions, briefs, discovery requests, and other litigation-related documents</li><li>Conduct legal research and develop case strategy</li><li>Participate in depositions, hearings, mediations, and court appearances</li><li>Maintain direct communication with clients and opposing counsel</li><li>Assist with trial preparation and trial-related activities</li><li>Handle insurance defense and eviction-related matters while gaining exposure to broader commercial and civil litigation cases</li><li>Collaborate closely with partners and senior attorneys on complex legal disputes</li></ul>
2026-10-16T00:00:00Z

Associate Staff Accountant

Chicago, IL
onsite
Permanent / Full Time
85000 - 95000 USD / Yearly
The salary range for this position is $85,000 - $95,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. Job Description:· Support and participate in the monthly financial statement close process for Business Unit or functional area of responsibility, ensuring that all financial transactions are recorded accurately and timely as well as analyzing and reviewing financial statements and variances.· Consult and liaise with operating unit finance personnel on accounting issues.· Prepare, review and analyze account reconciliations for companies and/or designated functions within Business Unit or functional area of responsibility.· Ensure compliance with Sarbanes-Oxley control requirements.· Prepare the monthly reporting packages, including analysis of current actual results to prior period actual results for use in internal and external reporting. Assists in the accounting, analysis and budgeting of various accounts in coordination with FP&A.· Interact with internal and external auditors, Controller’s Group and Business Units as required to accomplish goals.· Assist, as needed, in special projects and the implementation of changes in FASB/GAAP. POSITION SCOPE · Perform day-to-day activities associated with the monthly financial statement close process.· Ensure financial transactions are recorded accurately and timely.· Proactively notify Principal, Manager or Director of any accounting/reporting issues or concerns.· Work closely with other departments and Business Units regarding accounting activities.· Work output has considerable impact on the work of other financial functions, reporting and decision making processes. Impact on earnings focuses on appropriate utilization / development of resources.· Work with various parties, both within the Controller’s Group as well as other areas of the company, to accomplish goals, resolve issues and enhance and improve processes. Contact with others requires tact and persuasiveness.· Work is varied and somewhat difficult in nature, but usually involves limited responsibility. Requires moderate exercise of judgment, initiative, and ingenuity to select the most appropriate course of action.
2026-10-21T00:00:00Z

Associate Advisor - RIA Firm, East Bay

Walnut Creek, CA
onsite
Permanent / Full Time
115000 - 140000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)Compensation: $115,000–$140,000 DOE A respected, client-focused Registered Investment Advisor (RIA) in Walnut Creek is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of only one day per week in the office. Key Responsibilities:<ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
2026-11-03T00:00:00Z

Associate Consultant

Fort Washington, PA
remote
Permanent / Full Time
60000 - 75000 USD / Yearly
We are looking for an Associate Consultant to join our team in Fort Washington, Pennsylvania. In this role, you will gain hands-on experience by supporting consulting engagements and collaborating with senior consultants to deliver solutions for manufacturing and packaging clients. This position offers an exciting opportunity to develop your expertise in process analysis, system implementation, and client training. Responsibilities: • Observe and assist senior consultants during client engagements to understand consulting techniques and industry practices. • Provide support for consulting projects focused on manufacturing and packaging solutions. • Conduct on-site observations, gather data, and document processes for client workflows. • Participate in system implementation tasks, including configuration, testing, and validation. • Join client visits to perform assessments, deliver training, and ensure project success. • Develop and update training materials, user guides, and reference documents tailored to client needs. • Translate consulting insights into well-structured, actionable learning content. • Collaborate with senior consultants to align training materials with industry standards and client expectations. • Continuously expand your knowledge of products, industry trends, and relevant technologies.
2026-11-03T00:00:00Z

Associate Director, Family Office

Boston, MA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
I’m partnering with a leading wealth management firm to identify an experienced professional for an exciting Associate Director opportunity supporting high-net-worth and ultra-high-net-worth clients. This individual will play a key role in managing complex client relationships, coordinating across investment, advisory, and service teams, and delivering a highly personalized family office experience. Key Responsibilities:Manage complex client relationships and coordinate comprehensive wealth management and family office services.Oversee portfolio administration, asset transfers, cash management, liquidity needs, and investment implementation.Support financial, tax, retirement, and estate planning initiatives, including annual tax reporting and ad hoc client requests.Lead client meeting preparation, reporting, onboarding, and ongoing account administration while ensuring exceptional service delivery.Collaborate with investment professionals and internal stakeholders to enhance client experience and streamline service delivery. Qualifications:8+ years of experience in wealth management, family office services, estate planning, and/or tax planning.Strong understanding of investment portfolios, financial planning, and complex client service needs.Bachelors degree and Series 65 or equivalent qualification required.Excellent organizational, communication, project management, and analytical skills.Advanced degrees or certifications such as CFP, CFA, CPA, MBA, or JD are a plus. This is an excellent opportunity for a detail-oriented professional who enjoys working with sophisticated clients, managing complex financial needs, and delivering a high-touch, personalized service experience.
2026-10-20T00:00:00Z

Associate Counsel

Hartford, CT
onsite
Permanent / Full Time
100000 - 180000 USD / Yearly
We are looking for an accomplished attorney to join a growing financial services organization in the Greater Hartford area. This role is designed for a legal team member who wants to build broad in-house experience while advising on matters tied to insurance, retirement, and investment-related operations. The position will play a key role in claims, disputes, litigation, and regulatory issues while partnering with teams across the business to provide practical, risk-based guidance. Responsibilities:• Guide pre-dispute and active dispute matters involving claims, customer complaints, and inquiries from regulatory bodies.• Coordinate with external legal partners by overseeing progress, reviewing developments, and helping shape case strategy and internal reporting.• Prepare legal analyses, briefs, correspondence, and other written materials to support litigation, investigations, and regulatory responses.• Work closely with compliance and fraud stakeholders to review suspected fraudulent activity, resolve policyholder concerns, and address legal exposure.• Evaluate legal and regulatory considerations connected to insurance offerings, distribution methods, and new business activities.• Track changes in insurance laws, enforcement activity, and litigation trends, and translate those developments into clear business guidance.• Collaborate with colleagues in technology, product, compliance, and operations to identify potential risks and support sound decision-making.• Contribute to additional legal department priorities as business needs evolve.
2026-10-12T00:00:00Z

Associate Associate

Mount Laurel, NJ
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Our client is seeking an attorney with a strong background in transactional real estate to join a respected regional law firm. This position offers the opportunity to support a broad range of commercial real estate matters for both private and public-sector clients, from acquisitions and leasing to development-related projects. Responsibilities:• Prepare, review, and negotiate a wide range of real estate documents, including purchase contracts, lease agreements, easements, and loan-related instruments.• Lead legal work tied to commercial property acquisitions, sales, development initiatives, and redevelopment matters.• Counsel clients on land use considerations, zoning issues, regulatory obligations, and matters involving condemnation.• Perform transactional due diligence by evaluating title materials, surveys, zoning information, and environmental records.• Support clients with legal issues related to commercial leasing and landlord-tenant relationships.• Partner with colleagues across complementary practice areas such as municipal law, public finance, construction, and land use to deliver coordinated legal solutions.
2026-10-27T00:00:00Z

Assoicate Advisor Growth Mode RIA Firm

San Ramon, CA
onsite
Permanent / Full Time
105000 - 125000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. San Ramon, CA | $105,000–$125,000 + Bonus | Excellent Benefits + 401(k) Match Robert Half Financial Services is partnering with an established Registered Investment Advisory (RIA) firm in San Ramon on an exciting opportunity for an Associate Advisor to join a growing wealth management team.This role is ideal for someone with a strong foundation in wealth management who enjoys working directly with clients, has an interest in financial planning, and is looking for a long-term career path within an RIA environment.As an Associate Advisor, you will work closely with an established Wealth Manager and play an important role in delivering a high-touch client experience. You’ll gain exposure to the full wealth management and financial planning process while receiving coaching and mentorship designed to help you grow into greater responsibility over time. What You’ll Do<ul><li>Partner closely with an established Wealth Manager to support high-net-worth client relationships.</li><li>Prepare for client meetings by gathering, organizing, and analyzing client financial information.</li><li>Assist with financial planning analysis and draft comprehensive financial plans and recommendations.</li><li>Help implement investment, financial planning, and other client recommendations.</li><li>Coordinate and follow up on client action items to ensure a seamless and responsive client experience.</li><li>Leverage the firm’s CRM to maintain accurate client information, track activities, and manage follow-up.</li><li>Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution.</li><li>Participate in client meetings and gradually take on increased responsibility within client relationships.</li><li>Build knowledge and confidence across financial planning, investments, and overall wealth management.</li><li>Develop toward the ability to independently manage client relationships and potentially pursue future leadership or partnership opportunities.</li></ul>
2026-11-03T00:00:00Z

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