Financial Advisor

Robert Half • San Ramon, CA • 7h ago

Description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

Financial Advisor | Wealth Management Firm | San Ramon | Hybrid

This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you'll have the opportunity to work with an established client base while advancing your advisory career.

The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients' financial futures.

Responsibilities

Provide strategic financial advice across investments, retirement, debt, and insurance

Create tailored plans to help clients reach their goals

Build and nurture strong, long-term client relationships

Monitor portfolios and market trends, making proactive recommendations

Ensure compliance with regulations and firm policies

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Requirements

CFP® huge plus.

5+ years of client-facing advisory experience.

Self-starter with strong analytical skills and ethical conduct.

East Bay candidates (San Ramon area preferred).

Collaborative, relationship-focused, and growth-oriented.

Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there.

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) .

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