Job Information
Robert Half Private Wealth Relationship Manager - 1 Day/Wk in office! in Orinda, California
Description
Please apply here and ping me on LinkedIn at Jeffrey Abrams.
A fee-only Registered Investment Advisory firm operating under a fiduciary standard, focused on delivering personalized financial guidance. The firm provides retirement planning, investment management, and holistic financial advisory services, emphasizing long-term client relationships and acting in clients’ best interests at all times.
Role Summary
This is a client-facing operations and relationship management role supporting financial advisors and ensuring a seamless client experience. The position combines administrative precision with strong interpersonal skills, involving account setup, asset transfers, reporting, and ongoing client service. The individual will serve as a key point of contact between clients, internal teams, and external custodians, while also helping deepen client relationships and introduce additional advisory services where appropriate.
Key Responsibilities
Support onboarding of new clients and account transitions
Process account paperwork, transfers, distributions, and RMDs
Coordinate with custodians to execute account-related requests
Maintain accurate records in CRM and track client requirements
Schedule client meetings and support advisor workflows
Communicate client needs internally and ensure timely follow-up
Assist with client engagement initiatives and special projects
Requirements
Bachelor’s degree and 2–3 years of financial services experience (client-facing preferred)
Familiarity with investment account types (taxable and non-taxable)
Strong communication, organization, and attention to detail
Proficiency in Microsoft Office and CRM systems
Ability to multitask, work independently, and collaborate within a team
Series 65 license is a plus
Compensation & Benefits Highlights
Competitive base salary with performance-based increases
401(k) with safe harbor and profit-sharing components
Generous PTO and strong health benefits
Commuter benefits (transit or parking)
Discretionary bonus potential
Emphasis on work-life balance and long-term career development
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) .