Associate Advisor

Robert Half Finance & Accounting
📍 San Jose, CA, United States 💼 Full-time 🕒 Posted May 27, 2026

Job Description

Description
Associate Advisor | Build Your Career in Wealth Management


$85K–$110K Base (stretch) + Bonus + Excellent Benefits + 5% 401(k) Match



What if your next role wasn’t just a job… but the launchpad to becoming a trusted Wealth Advisor?

A thriving wealth management firm with $4.5B+ in AUM is looking for an Associate Advisor who is hungry to learn, eager to grow, and excited to make a meaningful impact in clients’ financial lives.

This is an opportunity to join a highly respected, collaborative team where you’ll work directly alongside seasoned advisors, gain hands-on exposure to complex financial planning, and build the foundation for a long-term career in wealth management.


Why This Opportunity Stands Out


This is not a back-office support seat.

You’ll be deeply involved in the full client journey—from preparing for meetings and building financial plans to helping implement recommendati...

Ready to Apply?

Submit your application today and join our talented team at Robert Half Finance & Accounting.

Submit Application

Job Details

  • Location San Jose, CA
  • Job Type Full-time
  • Category other-general
  • Posted Date May 27, 2026
  • Application Deadline June 09, 2026