Financial Advisor - RIA w/ low turnover

Robert Half • Foster City, CA • 4h ago

Description

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

Financial Advisor | Fee-Only RIA | Foster City | Hybrid

Our client is a nationally recognized, fee-only RIA serving high-net-worth individuals and families with complex financial needs. The firm is known for its fiduciary approach, collaborative culture, and strong commitment to long-term client relationships.

This is an opportunity to join a growing, supportive team with direct mentorship from experienced advisors and a clear path for career growth and potential ownership. You'll have the time and support to build meaningful relationships and deliver thoughtful planning.

Responsibilities

Manage and advise a book of 80-100 client relationships

Develop and implement comprehensive financial plans

Partner with clients' external advisors on complex planning needs

Build strong client relationships and drive referrals

Contribute to client experience initiatives and firm growth efforts

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

Requirements

CFP® designation required

5+ years of financial planning or advisory experience preferred

Experience working with high-net-worth clients

Familiarity with financial planning tools (eMoney, Tamarac a plus)

Strong communication and relationship management skills

Bachelor's degree in Finance, Accounting, or related field (CPA a plus)

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

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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