Financial Advisor - Join a Reputable Wealth Management Firm through Robert Half

Are you a seasoned financial professional ready to elevate your career with a client-first wealth management firm? Robert Half is excited to partner with a well-established, independent firm in San Ramon, California, seeking a dedicated Financial Advisor. With over 20 years of excellence, this fiduciary-focused organization has built a reputation for comprehensive financial planning, disciplined portfolio management, and unwavering high-touch service. If you're passionate about helping individuals and families achieve their financial dreams, this role offers an exceptional platform to thrive.

About the Role

As a Financial Advisor, you'll step into a supportive environment where you can focus on what you do best: delivering personalized, strategic advice. This position is perfect for advisors looking to advance without the pressure of building a practice from scratch. You'll inherit a meaningful book of recurring-revenue clients, providing immediate stability and growth potential. The firm's holistic approach ensures you address every aspect of clients' financial lives—from investments and retirement to insurance and debt management—adapting strategies as their needs evolve. Backed by a collaborative team, dedicated investment professionals, and robust infrastructure, you'll have the tools to build lasting client relationships and drive long-term success.

Key Responsibilities

Your day-to-day will be dynamic and impactful:

• Deliver expert strategic advice encompassing investments, retirement planning, insurance solutions, debt management, and comprehensive financial planning.
• Craft customized financial plans that align precisely with each client's goals, risk tolerance, and life stage.
• Foster and nurture long-term client relationships through proactive, transparent communication and exceptional service.
• Vigorously monitor client portfolios and stay ahead of market trends, making timely adjustments to optimize returns and mitigate risks.
• Uphold the highest standards of regulatory compliance and internal policies, ensuring ethical practices at every turn.
• Collaborate seamlessly with the firm's investment team to provide objective, data-driven recommendations.
• Support clients in confidently building, preserving, and transferring wealth across generations.

This role demands a blend of analytical prowess and interpersonal finesse, allowing you to make a tangible difference in clients' financial futures.

Required Qualifications

To succeed, you'll bring:

• Proven track record in financial advising, wealth management, or a related field.
• Deep expertise in investments, retirement strategies, insurance products, debt management, and holistic financial planning.
• Exceptional client relationship skills, with a knack for building trust and loyalty.
• Strong analytical abilities to monitor markets, assess portfolios, and adapt strategies.
• Rigorous commitment to compliance and fiduciary standards.
• Collaborative spirit thriving in a team-oriented, high-integrity culture.
• Bachelor's degree in Finance, Business Administration, Economics, or equivalent; advanced certifications like CFP, CFA, or Series 7/66 highly desirable.
• Excellent communication skills for presenting complex concepts clearly.

No existing book of business required—this is an ideal launchpad for your next career chapter.

Why Join Us

This opportunity stands out in the competitive wealth management landscape. Gain instant access to a high-quality client base, robust support systems, and a culture rooted in integrity and collaboration. Enjoy competitive compensation starting at $100,000 base with quarterly bonuses for new assets, plus profit-sharing 401(k), generous PTO, sick time, paid holidays, and full medical, dental, and vision coverage. Located in vibrant San Ramon, CA, this full-time role offers career stability, professional growth, and the chance to work with a firm committed to your success. Robert Half streamlines your application—apply today and connect with our team to explore this rewarding path in financial advising.

Robert Half is the premier source for finance and advisory talent. Join thousands who've advanced their careers with us. Keywords: Financial Advisor jobs San Ramon CA, Wealth Management careers, CFP opportunities California.