Financial Advisor - Join a Premier Wealth Management Firm in San Ramon, CA

Are you a driven financial professional ready to elevate your career with a firm that prioritizes fiduciary excellence and client success? Robert Half is excited to partner with an established independent wealth management firm in San Ramon, California, seeking a talented Financial Advisor. With over 20 years of serving high-net-worth individuals and families, this firm offers a rare opportunity to step into a thriving practice complete with a book of recurring-revenue clients—no personal book required. If you're passionate about holistic financial planning, portfolio management, and building lasting client relationships, this full-time role provides the platform to thrive.

About the Role

This position is perfect for experienced advisors or those transitioning into wealth management who want immediate access to a high-quality client base. Located in the heart of San Ramon, CA, you'll work in a collaborative environment backed by robust planning tools, a dedicated investments team, and a client-first philosophy. The firm specializes in comprehensive strategies that cover investments, retirement, insurance, debt, and legacy planning, ensuring clients confidently build, preserve, and transfer wealth across generations. As a Financial Advisor, you'll deliver personalized advice that evolves with clients' lives, leveraging market insights and disciplined approaches to drive results.

Key Responsibilities

In this dynamic role, you'll play a pivotal part in guiding clients toward financial security:

• Deliver expert strategic guidance on investments, retirement planning, insurance solutions, debt management, and holistic financial planning.
• Craft tailored financial plans that precisely align with clients' unique goals, risk tolerances, and life milestones.
• Foster and maintain enduring client relationships through consistent, proactive communication and high-touch service.
• Vigorously monitor portfolios and stay ahead of market trends to implement proactive strategy adjustments.
• Uphold strict adherence to regulatory requirements, fiduciary duties, and internal compliance protocols.
• Partner with the firm's investments group to optimize portfolio performance and risk management.
• Conduct periodic reviews to refine plans as clients' circumstances change, such as family growth or career shifts.
• Identify opportunities to gather new assets, contributing to firm expansion and earning quarterly bonuses.

Expect a fast-paced yet supportive setting where your expertise directly impacts client outcomes and firm success.

Required Qualifications

To excel, candidates should bring:

• Active Series 7 and Series 65 licenses (or equivalent) with a clean compliance history.
• At least 2-5 years in financial advising, wealth management, or related roles.
• Deep knowledge of investment vehicles, retirement accounts, tax strategies, and insurance products.
• Exceptional interpersonal skills for building trust and long-term rapport with diverse clients.
• Bachelor's degree in Finance, Economics, Business Administration, or a comparable discipline.
• Familiarity with financial planning tools like eMoney, MoneyGuidePro, or CRM systems such as Salesforce.
• A fiduciary mindset committed to objective, unbiased advice.
• Analytical prowess for portfolio analysis, risk assessment, and scenario modeling.
• Team-oriented approach thriving in collaborative cultures.
• Resilience to handle market volatility and client needs effectively.

This role suits motivated professionals eager to advance without starting from scratch.

Why Join Us

What sets this opportunity apart in the competitive San Ramon job market? Immediate immersion into a profitable client book means rapid ramp-up and revenue generation. Enjoy unparalleled support from seasoned professionals, cutting-edge technology, and a culture rooted in integrity. Benefits include a competitive salary around $100,000 base (plus bonuses), profit-sharing 401(k), full medical/dental/vision coverage, PTO, sick time, and holidays. Quarterly incentives reward asset growth, while long-term stability offers paths to partnership. Join a firm where your work creates generational impact—apply now via Robert Half and connect with our team today!

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