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Description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

Senior Associate | Wealth Management| Danville| Hybrid

This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact.

In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities.

The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance.

Responsibilities

+ Act as a high-level project manager and strategic partner

+ Join client meetings, take notes, and follow up on action items.

+ Manage client communication and provide high-level support.

+ Help onboard new clients and strengthen relationships

+ Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.

+ Manage the CRM and track client interactions.

+ Communicate with custodians, Broker-Dealers, and partners.

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Requirements

+ 3–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning.

+ Experience supporting advisors and client relationships

+ Experience managing operations, client associates, associate advisors (plus)

+ Proficiency with the Schwab and Orion is strongly preferred.

+ Software preferences: eMoney, Redtail, AssetMark

+ Detail-oriented, professional, and relationship-driven

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .