Associate Advisor | Advisor Track!

Robert Half • San Ramon, CA • 1h ago

Description

Interested in learning more? Connect and send a message to Jennifer Fukumae on LinkedIn to start a conversation!

?? Now Hiring: Associate Advisor | San Ramon, CA

Are you looking to build a long-term career in wealth management and become a Financial Advisor?

A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers.

Why join?

? Strong mentorship from experienced advisors

? Clear path for internal promotion and career growth

? Exposure to the full financial planning process

? Collaborative, team-oriented culture

? Support for CFP® and professional development

In this role, you'll partner with Senior Advisors to prepare financial plans, support client meetings, analyze client data, implement planning recommendations, and help deliver an exceptional client experience.

Requirements

1-5 years of wealth management or financial planning experience

Interest in pursuing a career as a Financial Advisor

CFP® candidate or desire to pursue CFP® certification

Familiarity with planning software such as eMoney, MoneyGuidePro, or RightCapital

Securities licenses (or willingness to obtain)

Highlights:

Competitive base salary + bonus

401(k) match and profit sharing

100% employer-paid medical coverage

Tuition and certification reimbursement

Generous PTO and additional wellness benefits

?? San Ramon, CA (5 days onsite)

If you're looking for a firm that invests in its people, provides meaningful mentorship, and promotes from within, I'd love to connect.

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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