Financial Advisor Job at Robert Half (San Ramon)

Financial Advisor

Robert Half

Location:
United States , San Ramon

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

This is a unique opportunity to join a high-performing team with a defined path toward building and leading your own book of business. As a Financial Advisor, you will act as a strategic partner in delivering comprehensive wealth management services. You will work directly with clients, contribute to customized financial planning and investment strategy execution, and ensure seamless follow-through on planning initiatives. While you will not initially provide independent investment recommendations, you will quickly become a trusted client contact and play a central role in relationship management and planning execution.

Job Responsibility:

Partner with senior advisors to deliver fiduciary-based wealth management services
Develop financial plans including retirement projections, cash flow modeling, and long-term strategy development
Conduct portfolio analysis and support asset allocation and rebalancing efforts
Attend client meetings, document recommendations, and oversee follow-up execution
Assist with client onboarding and ongoing relationship development
Serve as a primary contact for client inquiries
Manage proactive and responsive client communications
Coordinate account openings, asset transfers, and custodial documentation
Prepare meeting agendas and presentation materials
Maintain accurate CRM records (Tamarac preferred)
Liaise with custodians and third-party partners
Process account paperwork including openings, transfers, and updates
Ensure adherence to RIA compliance and regulatory standards

Requirements:

1–4 years of experience within a wealth management or RIA firm
Experience supporting a lead advisor and managing client communications
Strong understanding of financial planning fundamentals
Series 7 & 66 or Series 65 required
Bachelor’s degree required
Proficiency in Microsoft Office
Experience with Schwab and Fidelity strongly preferred

Nice to have:

Detail-oriented with strong organizational discipline
Professional and confident in client-facing interactions
Able to prioritize competing demands effectively
Accuracy-driven with a commitment to excellence
Motivated to grow into a lead advisor role

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
February 20, 2026

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