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Lead Advisor for RIA Firm

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Ramon

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

This role is ideal for a client-focused advisor who enjoys building long-term relationships, delivering thoughtful financial guidance, and growing within a collaborative, values-driven firm. Step into an established book of recurring-revenue clients with strong upside for growth. Join a supportive, team-oriented culture that prioritizes integrity and professional development. Flexibility to expand your practice with full firm resources and support. Be part of a firm managing approximately $1B in AUM with long-term stability and career advancement opportunities.

Requirements:

  • CFP® certification required
  • 5+ years of experience in financial services, ideally in a client-facing advisory role
  • Strong ability to analyze client needs and deliver customized financial strategies
  • Excellent communication and relationship-building skills
  • Self-motivated, ethical, and service-oriented professional
  • Local candidates in San Ramon or the East Bay preferred

Nice to have:

Existing book of business is a plus, but not a requirement

What we offer:
  • Profit-sharing 401(k)
  • PTO
  • Paid holidays
  • Medical/dental/vision benefits
  • Quarterly bonuses tied to asset growth

Additional Information:

Job Posted:
January 15, 2026

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