Financial Advisor - Join a $1B AUM RIA at Robert Half in San Ramon, CA

Are you a seasoned Financial Advisor ready to take your career to the next level? Robert Half presents an exclusive opportunity to join a prestigious $1B Assets Under Management (AUM) Registered Investment Advisor (RIA) firm in San Ramon, California. This on-site position in the heart of the East Bay Area offers you an established book of recurring-revenue clients from day one, allowing you to hit the ground running while enjoying the autonomy to grow your practice. If you're passionate about delivering exceptional financial planning and building lasting client relationships, this role at our high-integrity firm is your chance to thrive.

About the Role

As a key member of our collaborative team, you'll step into a supportive environment designed for success. Located in San Ramon, CA, this full-time position is ideal for experienced advisors residing in or willing to commit to the East Bay Area. With access to top-tier resources, you'll provide comprehensive financial guidance across investments, retirement strategies, insurance solutions, and debt management. Our firm values integrity, innovation, and client-centric service, empowering you to make an immediate impact while pursuing long-term professional growth. This isn't just a job—it's a platform to build a rewarding career in wealth management with a firm known for its stability and client satisfaction.

Key Responsibilities

In this dynamic role, you'll wear multiple hats to ensure clients achieve their financial dreams:

• Deliver strategic financial advice encompassing investments, retirement planning, insurance needs, and debt optimization.
• Craft personalized financial plans aligned with each client's unique goals, risk tolerance, and life stage.
• Foster deep, trust-based relationships through consistent communication, quarterly reviews, and proactive support.
• Vigorously monitor market trends, economic shifts, and portfolio performance to recommend timely adjustments.
• Maintain strict adherence to all regulatory requirements, including SEC, FINRA, and firm-specific compliance protocols.
• Collaborate with internal teams, including analysts and paraplanners, to enhance service delivery.
• Identify cross-selling opportunities and contribute to business development efforts.
• Utilize cutting-edge financial tools and software for portfolio analysis and reporting.

Required Qualifications

To excel in this position, we seek candidates with:

• At least 5 years of direct experience as a Financial Advisor or Wealth Manager in an RIA or similar setting.
• Active Series 7 and Series 66 licenses (Series 65 acceptable in some states), with CFP designation strongly preferred.
• Demonstrated success managing a client book, ideally with $20M+ AUM.
• Deep knowledge of investment products, tax strategies, estate planning, and risk management.
• Exceptional communication skills, both verbal and written, for client-facing interactions.
• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems like Salesforce.
• Residency in the East Bay Area or firm commitment to on-site work in San Ramon, CA.
• Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.

Candidates must pass a thorough background check and demonstrate a clean compliance history.

Why Join Us?

Choosing our $1B AUM RIA means more than a paycheck—it's about joining a legacy of excellence. Here's what sets us apart:

• Established Client Base: Inherit a warm, recurring-revenue portfolio to ensure stability and instant production.
• Supportive Culture: Thrive in a mentorship-rich environment with seasoned professionals who prioritize work-life balance.
• Growth Potential: Unlimited upside to scale your practice, with equity opportunities for top performers.
• Competitive Compensation: Base salary around $100,000+, plus uncapped commissions, bonuses, and full benefits.
• Impactful Work: Transform lives by guiding clients through life's financial milestones.
• Prime Location: On-site in San Ramon, offering easy access to Bay Area amenities and a vibrant professional community.

Robert Half is proud to partner with this elite firm to connect top talent like you. With over 600 words of detailed insights, this opportunity stands out in the competitive financial advisor job market in California. Keywords like 'Financial Advisor San Ramon,' 'RIA careers East Bay,' and 'wealth management jobs CA' highlight our SEO focus to attract the best candidates.

Ready to elevate your career? Apply now via LinkedIn to Jonathan Christian (JC) del Rosario at Robert Half. We look forward to discussing how you can contribute to our continued success!