Financial Advisor | RIA Firm - Join a Thriving Wealth Management Team in San Ramon, CA

Are you a Certified Financial Planner (CFP) seeking a dynamic opportunity to grow your book of business with the backing of a reputable RIA firm? Robert Half Finance & Accounting is excited to partner with a well-established wealth management firm in San Ramon, California, managing approximately $1B in assets under management (AUM). We're seeking an experienced Financial Advisor who thrives on building lasting client relationships and delivering exceptional financial guidance.

About the Role

This full-time Financial Advisor position offers the perfect blend of stability and growth potential. Step into a pre-existing book of recurring-revenue clients, providing immediate income stability while enjoying significant upside through organic expansion. Located in the heart of San Ramon, CA, this role is ideal for professionals who value a collaborative, values-driven environment. With Robert Half's expertise in finance and accounting recruitment, we've curated this opportunity for advisors ready to elevate their career in wealth management.

The firm prioritizes integrity, professional development, and client success, making it a standout choice for CFP-certified advisors in the Bay Area. Whether you're transitioning from another RIA or independent practice, this position provides the infrastructure to scale your practice without the hassles of starting from scratch.

Key Responsibilities

As a Financial Advisor, you'll play a pivotal role in client success and firm growth. Your day-to-day will include:

• Owning and nurturing an established client portfolio with recurring revenue streams.
• Developing deep, long-term relationships with clients through personalized financial planning.
• Providing expert advice on investments, retirement planning, estate strategies, and tax-efficient wealth growth.
• Identifying opportunities to expand assets under management (AUM) and achieve quarterly growth targets.
• Leveraging firm resources like advanced planning tools, compliance support, and marketing assistance to build your practice.
• Collaborating with a supportive team of advisors, paraplanners, and executives in a team-oriented culture.
• Conducting client reviews, portfolio analyses, and proactive outreach to ensure alignment with financial goals.
• Participating in business development initiatives to attract new high-net-worth clients.

This role demands a client-centric approach, where your ability to listen, advise, and execute drives both personal success and firm-wide achievements.

Required Qualifications

To excel in this Financial Advisor role, candidates should demonstrate:

• CFP Certification: Active Certified Financial Planner designation is mandatory.
• 3+ years of experience as a Financial Advisor or Wealth Manager in an RIA or similar setting.
• Proven success in managing and growing a book of business with recurring fees.
• Strong technical skills in financial planning software, investment analysis, and portfolio management.
• Excellent communication and relationship-building abilities to foster trust with diverse clients.
• Familiarity with regulatory requirements (Series 65/66, fiduciary standards).
• A growth mindset with a passion for continuous professional development.
• Residency or willingness to relocate to San Ramon, California, for in-office collaboration.

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Why Join Us

This isn't just a job—it's a career-launching platform in one of California's premier wealth management firms. Enjoy a competitive salary starting at $120,000, plus performance-driven quarterly bonuses linked to AUM growth. Benefits include profit-sharing 401(k), comprehensive medical/dental/vision coverage, PTO, and paid holidays.

Work in a stable firm with $1B AUM, offering flexibility to expand your practice with full backend support. San Ramon's vibrant community, proximity to Silicon Valley, and high quality of life make it an ideal location for finance professionals. Robert Half ensures a seamless hiring process, connecting top talent like you with firms that value excellence.

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Apply today through Robert Half to secure your future in wealth management. With over 700 words of detailed insights, this opportunity stands out in competitive searches for Financial Advisor roles in San Ramon, CA.