Description Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, a top-tier Registered Investment Advisor with $10 billion in assets under management, is searching for an energetic and dedicated Associate Advisor to join their San Francisco team. Experience a culture that celebrates excellence, where your daily contributions shape the financial future for high-net-worth clients. With a HYBRID work schedule, comprehensive healthcare benefits, generous paid time off, and a strong commitment to professional growth, this role is more than just a job—it’s your gateway to a rewarding and impactful career. What You’ll Do: + Be the go-to contact for client communications, building lasting relationships. + Assess client portfolios and deliver strategic, personalized recommendations. + Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations. + Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies. Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Requirements + 4+ years of experience with an RIA or similar organization, with a proven track record of engaging directly with high-net-worth clients. + Certified Financial Planner (CFP) designation is a must. + Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes. Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. 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) .