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

Are you a talented Financial Advisor ready to elevate your career with a well-established, independent wealth management firm? Robert Half is proud to partner with this fiduciary-focused organization in San Ramon, California, to find a dedicated professional who thrives in a client-first environment. With over two decades of success, this firm specializes in holistic financial planning, disciplined portfolio management, and high-touch service that helps individuals and families achieve lasting financial security.

About the Role

As a Financial Advisor, you will step into an exciting opportunity at an emerging wealth management firm backed by Robert Half's expertise in talent placement. Located in the vibrant city of San Ramon, California, this full-time position offers immediate access to a meaningful book of recurring-revenue clients—no need to start from scratch. Ideal for advisors seeking the next step in their career, you'll provide comprehensive financial guidance, from investment strategies to retirement planning, all while enjoying robust support from a collaborative team. This role emphasizes building long-term relationships, adapting to evolving client needs, and delivering objective advice in a high-integrity setting.

The firm's holistic approach starts with deeply understanding each client's objectives, followed by tailored recommendations and continuous support. Whether helping clients accumulate wealth, preserve assets, or plan for generational transfer, you'll play a pivotal role in their financial success. With Robert Half's backing, this position promises stability, growth, and a competitive edge in the competitive San Ramon job market.

Key Responsibilities

In this dynamic Financial Advisor role, your day-to-day impact will include:

• Delivering strategic financial advice spanning investments, retirement planning, insurance solutions, and debt management strategies.
• Crafting customized financial plans that align precisely with each client's life goals and risk tolerance.
• Fostering and nurturing long-term client relationships through proactive, personalized communication and exceptional service.
• Vigorously monitoring client portfolios alongside market trends, executing timely adjustments to optimize performance.
• Upholding strict compliance with all industry regulations, SEC guidelines, and the firm's internal fiduciary standards.
• Collaborating with the dedicated investment team to integrate comprehensive planning with disciplined asset management.
• Leveraging firm resources to identify growth opportunities, gather new assets, and expand your practice sustainably.

These responsibilities ensure you're not just advising but actively driving client success in a supportive, resource-rich environment.

Required Qualifications

To excel as a Financial Advisor with this top-tier firm, we seek candidates with:

• Proven experience in wealth management, financial advising, or a related field, with a track record of client success.
• Active Series 7 and Series 65 licenses (or equivalent FINRA registrations).
• Deep expertise in key areas like investments, retirement planning, insurance, and debt management.
• Exceptional interpersonal skills for building trust and maintaining enduring client relationships.
• A fiduciary mindset committed to objective, client-first recommendations.
• Analytical prowess to monitor portfolios, interpret market data, and recommend adjustments.
• Strong organizational skills and attention to regulatory compliance in a fast-paced setting.
• A collaborative spirit that thrives in team-oriented cultures with a focus on long-term growth.

While bringing your own book is not required, ambition and readiness to grow with an excellent client base are essential. Robert Half prioritizes diverse, high-caliber talent for this San Ramon, CA opportunity.

Why Join Us

This Financial Advisor position stands out in the San Ramon job market for its unmatched blend of immediate opportunity and long-term rewards. Gain instant access to a high-quality, recurring-revenue client base, eliminating the grind of cold starts. Benefit from full firm support to expand your practice, including a collaborative team, dedicated investment expertise, and a culture of integrity.

Competitive compensation starts at $100,000 base salary, plus a quarterly bonus tied to new assets gathered. Comprehensive benefits include profit-sharing 401(k), generous PTO, sick time, paid holidays, and full medical, dental, and vision coverage. Enjoy career progression in a stable firm with over 20 years of excellence, all while working in the picturesque San Ramon, California—United States' Bay Area hub for finance professionals.

Robert Half streamlines your path to this role. Apply today to connect with our recruiter and secure your future in wealth management. Keywords: Financial Advisor jobs San Ramon CA, wealth management careers, Robert Half finance jobs.