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Robert Half Logo Robert Half · Finance

Financial Advisor

United States, San Ramon · Job Posted March 01, 2026
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Job Description

This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.

Job Responsibility

  • Provide strategic financial advice across investments, retirement, debt, and insurance
  • Create tailored plans to help clients reach their goals
  • Build and nurture strong, long-term client relationships
  • Monitor portfolios and market trends, making proactive recommendations
  • Ensure compliance with regulations and firm policies

Requirements

  • CFP® huge plus
  • 5+ years of client-facing advisory experience
  • Self-starter with strong analytical skills and ethical conduct
  • East Bay candidates (San Ramon area preferred)
  • Collaborative, relationship-focused, and growth-oriented

What we offer

  • profit-sharing
  • 401(k) matching
  • quarterly bonuses
  • health coverage
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