Financial Advisor Job at Robert Half (San Ramon)

Job Description

About the Firm: We’re representing a well‑established, independent wealth management firm dedicated to providing fiduciary, client‑first financial guidance. For more than two decades, the firm has helped individuals and families achieve their financial goals through comprehensive planning, disciplined portfolio management, and a commitment to high‑touch service. The team takes a holistic approach—beginning with a deep understanding of each client’s objectives—followed by tailored recommendations and ongoing support as life and financial circumstances evolve. With a collaborative culture, strong planning expertise, and a dedicated investment team, the firm prides itself on delivering objective advice designed to help clients accumulate, preserve, and transfer wealth confidently. Why This Opportunity Stands Out: Step into a meaningful book of recurring‑revenue clients; No requirement to bring a full book—ideal for advisors ready for the next step; High‑integrity, collaborative team environment; Full support to help grow and expand your practice; Excellent client base from day one; Long‑term stability and career progression opportunities.

Job Responsibility

Provide strategic financial advice across areas such as investments, retirement, insurance, and debt management
Develop customized financial plans tailored to each client’s needs and goals
Build and maintain long‑term client relationships through proactive communication
Monitor client portfolios and market conditions, making adjustments as necessary
Ensure full compliance with industry regulations and internal standards

Requirements

CFP® designation required
5+ years of experience in the financial services industry
Strong customer‑service orientation and communication skills
Self‑starter with the ability to work independently and collaboratively
Ability to bring a book of business is welcome but not required
Candidates based in the East Bay or San Ramon area preferred
Proven experience in a client‑facing advisory role
Strong analytical and problem‑solving skills
Commitment to ethical, client‑first decision‑making
Passion for continuous learning and professional development
Ability to work effectively within a collaborative team environment
Excellent interpersonal and relationship‑building skills

What we offer

Profit‑sharing 401(k)
PTO, sick time, and paid holidays
Medical, dental, and vision coverage
Quarterly bonus based on new assets gathered

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