Advisor Track for RIA Firm!

Robert Half • San Ramon, CA • 2h ago

Description

Are you an Associate Financial Advisor or Financial Planning Associate ready to take the next step in your career? This is a unique opportunity to join a high-performing team with a defined path toward building and leading your own book of business.

Jennifer Fukumae with Robert Half Financial Services is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated Financial Advisor to support a recognized Principal. This role is ideal for an early-career advisor with a solid planning foundation who thrives in a fast-paced environment and values delivering a high-touch, fiduciary client experience.

Position Overview

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.

Key Responsibilities

Financial Planning & Advisory Support

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

Client Relationship Management

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

Operations & Compliance

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

Ideal Candidate Profile

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

Why This Opportunity?

Join a respected and expanding RIA firm

Work directly with an established industry leader

Structured development path toward managing your own book

Exposure to advanced planning, investment strategy, and client engagement

Collaborative, growth-oriented culture

If you are seeking a long-term career path within a fiduciary advisory environment and are ready to elevate your professional trajectory, please apply or reach out directly to Jennifer Fukumae on LinkedIn.

Robert Half is the world's 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 (https://www.roberthalf.com/us/en/mobile-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.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Similar Jobs

AWS Mid Market Sales Executive Sr Manager

Accenture • Walnut Creek, CA • 2h ago

Management & Administrative

We Are: The AWS Practice within is home to our deepest AWS experts and supports Accenture's more than 1,500 certified AWS architects across the company. Join our team and be among Accenture's most talented AWS practition...

2h ago

Go to Apply

Operations Manager-CA

CVS Health • Newark, CA • 3h ago

Management & Administrative

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate...

3h ago

Go to Apply

Manager Operations

WM • Hayward, CA • 3h ago

Management & Administrative

Stericycle is now part of WM!!! To learn more about WM's acquisition of Stericycle, CLICK HERE ( https://investors.wm.com/news-releases/news-release-details/wm-completes-acquisition-stericycle ) to read the press release...

3h ago

Go to Apply

Global Banking Lead for GCP

Accenture • Walnut Creek, CA • 4h ago

Finance, Accounting & Banking

We Are A leading partner to the world's major cloud providers, including AWS, Azure, and Google. The formation of Accenture Cloud First, with a $3 billion investment over three years, demonstrates our commitment to deliv...

4h ago

Go to Apply

APP Pre-Anesthesia Evaluation-Relief

Stanford Health Care • Redwood City, CA • 8h ago

Hospital & Medical

If you're ready to be part of our legacy of hope and innovation, we encourage you to take the first step and explore our current job openings. Your best is waiting to be discovered. Day - 08 Hour (United States of Americ...

8h ago

Go to Apply

Accounts Receivable Analyst- Fully Onsite Role

Aston Carter • Walnut Creek, CA • 9h ago

Finance, Accounting & Banking

POSITION IS FULLY ONSITE HERE IN WALNUT CREEK, CA! MUST BE ADVANCED WITH EXCEL! Job Title: Accounts Receivable Analyst Job Description A benefits administration company is seeking an experienced Accounts Receivable Analy...

9h ago

Go to Apply

Off Premise Sales Manager

Reyes Holdings • Richmond, CA • 10h ago

Management & Administrative

Why You'll Love This Role This role comes with incentives, annual bonus & monthly car reimbursement Full-time, permanent leadership position in the vibrant East Bay market-make an impact in one of our most dynamic te...

10h ago

Go to Apply

Electrical Engineer - Trayer Switchgear

Siemens • San Leandro, CA • 11h ago

IT & Engineering

Job Family: Electrification & Automation Req ID: 495471 Electrical Engineer - Trayer Switchgear Here at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering custom...

11h ago

Go to Apply

Electrical Engineer - Trayer Switchgear

Siemens • Livermore, CA • 11h ago

IT & Engineering

11h ago

Go to Apply

Electrical Wiring Technician

Belcan • Concord, CA • 11h ago

Hospital & Medical

Electrical Wiring Technician Job Number: 362973 Category: Electrical / Electronics Description: Job Title: Electrical Wiring Technician Location: Concord, CA Zip Code: 95420 Start Date: Right Away Pay Rate: $47.5/hr. Con...

11h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.