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Client Associate - $2B AUM and Career Growth

Robert Half Finance & Accounting
Location 📍 San Francisco, United States
Posted 📅 May 31, 2026
Work Type ⏰ Full-time

Position Overview

Description
Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams


An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a growing advisory team serving successful individuals, families, executives, and business owners. This is more than a traditional client service role. It is an opportunity to gain hands-on exposure to sophisticated wealth management, work alongside experienced advisors managing complex client relationships, and build the foundation for a long-term career in the advisory profession.


If you're passionate about financial planning, investments, client relationships, and professional growth, you'll find this environment encourages continuous learning, mentorship, and advancement.



+ Direct exposure to high-net-worth and ultra-high-net-worth clients

+ Opportunity to work closely with experienced Wea...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
San Francisco, United States