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Wealth Associate | Established RIA Firm!

Company

Robert Half Finance & Accounting

Location

San Francisco, United States

Type

Full-time

Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.


Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.

This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.

This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services.


Key Responsibilities:

• Provide daily client service and operational support across a high-net-worth client base

• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, an...

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