About the Financial Advisor Role at Robert Half

Are you a passionate financial professional ready to take your career to the next level? Robert Half is excited to partner with a premier wealth management firm in San Ramon, California, to find a talented Financial Advisor. This hybrid position offers the perfect blend of autonomy, professional growth, and impactful client work. Join a firm renowned for helping individuals and families grow, protect, and transfer their wealth through personalized strategies. With an established client base, you'll hit the ground running while building lasting relationships and advancing your advisory expertise.

In this role, you'll deliver comprehensive financial guidance, from investment portfolios to retirement planning, in a supportive environment that values integrity and innovation. San Ramon, CA, provides an ideal backdrop with its thriving business community and proximity to Silicon Valley's financial hubs. If you're seeking Financial Advisor jobs in San Ramon, CA, or wealth management careers in California, this opportunity stands out for its competitive compensation, excellent benefits, and hybrid flexibility.

Why This Financial Advisor Position is Perfect for You

This isn't just a job—it's a career-defining opportunity. Work with high-net-worth clients, leverage cutting-edge tools for portfolio analysis, and enjoy mentorship from seasoned advisors. The firm's commitment to work-life balance through a hybrid model means you can thrive both in the office and remotely, all while making a tangible difference in clients' financial futures. Robert Half's expertise in placing top finance talent ensures a seamless hiring process.

Key Responsibilities

As a Financial Advisor, your days will be dynamic and rewarding. You'll serve as a trusted partner to clients, guiding them through complex financial decisions with confidence and clarity.

• Deliver strategic financial advice spanning investments, retirement planning, debt management, and insurance solutions to meet diverse client needs.
• Develop customized financial plans that align with clients' unique goals, risk tolerances, and timelines.
• Cultivate and maintain long-term client relationships through exceptional service, regular check-ins, and proactive communication.
• Continuously monitor client portfolios and stay ahead of market trends, providing timely recommendations to optimize performance.
• Uphold the highest standards of regulatory compliance, firm policies, and ethical practices in all advisory activities.
• Collaborate with internal teams to deliver holistic wealth management services, including estate planning and tax strategies.
• Conduct in-depth financial reviews and adjust plans based on life changes, economic shifts, or performance metrics.

Required Qualifications

To succeed in this Financial Advisor role, you'll bring a blend of technical expertise, client focus, and professional drive. Ideal candidates have:

• 3+ years of experience in financial advising, wealth management, or a related field.
• In-depth knowledge of investment products, retirement accounts (e.g., IRAs, 401(k)s), debt restructuring, and insurance options.
• Proven track record in building client relationships and driving portfolio growth.
• Strong analytical skills for market trend analysis and portfolio monitoring.
• Hold or willingness to obtain Series 7, Series 66, or equivalent licenses.
• Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
• Excellent communication skills, both verbal and written, with the ability to explain complex concepts simply.
• High ethical standards and a commitment to compliance in a regulated environment.
• Tech-savvy with experience in financial planning software (e.g., MoneyGuidePro, eMoney).

Robert Half values diverse backgrounds and encourages applications from motivated professionals eager to grow in wealth management.

Why Join Us?

This Financial Advisor position offers unparalleled rewards. Enjoy a competitive salary around $120,000, plus profit-sharing, 401(k) matching, quarterly bonuses, and full health coverage. The hybrid schedule in San Ramon, CA, provides flexibility without sacrificing collaboration. Benefit from a high-integrity team culture, ongoing mentorship, and resources to propel your career. Make a real impact—help clients secure their legacies while advancing your own.

Robert Half streamlines your path to success. For fastest consideration, reach out to Michelle Espejo via email or LinkedIn. Search no further for top Financial Advisor jobs near me—apply today and elevate your career with Robert Half!