Financial Advisor - Top-Tier RIA Firm

Description Financial Advisor u2013 Wealth Management San Ramon, CA A thriving wealth management firm is seeking an experienced Financial Advisor to join its San Ramon office. This is a rare opportunity to step into a meaningful book of recurring-revenue clients and grow your practice with full support from a high-integrity, collaborative team. About the Role: Youu2019ll provide strategic financial advice and comprehensive planning across investments, retirement, insurance, and more. With a strong client base from day one, youu2019ll have the freedom to grow your practice while benefiting from a supportive culture and robust infrastructure. Key Responsibilities: + Deliver personalized financial planning tailored to each clientu2019s goals + Cultivate long-term client relationships through proactive communication + Monitor market trends and adjust portfolios as needed + Ensure compliance with industry regulations + Collaborate with internal teams to optimize client outcomes Why Join Us? + Step into a well-established client base + High-integrity, growth-oriented team + Full support to build and expand your practice + Long-term career potential with competitive compensation and benefits Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario u2014 Iu2019d love to connect Requirements Ideal Candidate: + CFP designation required + 5+ years of experience in the financial services industry + Proven success in a client-facing advisory role + Strong analytical, communication, and relationship-building skills + Self-starter with a passion for growth and ethical client service + East Bay/San Ramon area candidates preferred + Book of business welcome but not required Excited about this role? Weu2019d love to hear from you Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario u2014 letu2019s explore how this opportunity could be the right fit for your next career 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: 2025-10-16