Financial Advisor - Top-Tier RIA Firm

Description Company Overview We are a fiduciary wealth management firm dedicated to helping individuals and families achieve financial clarity and long-term success. Since 2002, weu2019ve built a reputation for delivering strategic, objective advice through personalized planning and disciplined portfolio management. Our approach is rooted in deep client relationships, cross-functional expertise, and a commitment to high-touch service. As we continue to grow, weu2019re looking for professionals who share our values and passion for making a meaningful impact. Position Summary Weu2019re seeking a motivated and relationship-driven Financial Advisor to join our team. In this role, youu2019ll deliver comprehensive financial planning and investment guidance to a diverse client base. Youu2019ll have the opportunity to build and grow your practice with full support from a collaborative, experienced team. This is an ideal position for someone who thrives in a client-first environment and is ready to take their career to the next level. Key Responsibilities + Provide strategic financial advice across investments, retirement planning, insurance, and debt management + Create customized financial plans aligned with each clientu2019s unique goals + Monitor portfolio performance and adjust strategies as needed + Ensure compliance with industry regulations and firm policies + Build and maintain strong client relationships through proactive communication + Partner with internal teams to deliver seamless onboarding and ongoing support Why This Role Stands Out Established Client Base Step into a meaningful book of recurring-revenue clients. While you donu2019t need to bring a full book, this is not an entry-level role. Supportive, High-Integrity Culture Join a team that values transparency, ethical conduct, and long-term client relationships. Growth-Oriented Environment Enjoy full operational supportu2014including marketing, compliance, and administrative resourcesu2014to help grow your practice. Career Development Benefit from firm-sponsored FINRA exam prep and support for CFPu00ae certification. Comprehensive Benefits Includes profit-sharing 401(k), medical/dental/vision coverage, PTO, paid holidays, sick leave, and quarterly bonuses tied to new asset growth. Interested in joining a firm that puts people firstu2014clients and advisors alike? Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario. Letu2019s connect and explore how this opportunity could be the next step in your career.ufeff Requirements Qualifications + CFPu00ae designation is strongly preferred + Minimum of 5 years of experience in the financial services industry + Demonstrated success in a client-facing advisory capacity + Strong analytical and problem-solving abilities, paired with excellent communication skills + High level of professionalism, integrity, and initiative + Proficient in CRM platforms and financial planning software + Candidates based in San Ramon or the broader East Bay region are encouraged to apply + Ability to bring an existing book of business is a plus, but not required Personal Attributes + Genuine passion for helping clients achieve financial clarity and long-term success + Motivated to grow within a high-performing, client-focused firm + Detail-oriented with a strong work ethic and commitment to excellence + Comfortable working independently while thriving in a collaborative team environment + Tech-savvy and proactive in managing client needs and meeting deadlines Ready to take the next step in your advisory career? Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario u2014 letu2019s connect and explore how this opportunity could be the perfect fit for your next move. Robert Half is the worldu2019s 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 ( 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. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-10-04