Associate Advisor - CFP Required

Description

Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)

Compensation: $115,000–$140,000 DOE

A respected, client-focused Registered Investment Advisor (RIA) in Walnut Creek is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.

The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of only one day per week in the office.

Key Responsibilities:

• Serve as a trusted point of contact for clients and provide a high level of ongoing service

• Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items

• Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning

• Support investment portfolio implementation and ongoing monitoring

• Coordinate account openings, transfers, distributions, and other client requests

• Maintain accurate CRM records and ensure operational excellence

• Collaborate closely with advisors and internal team members in a small, team-oriented environment

• Contribute to firm initiatives and support a positive, client-first culture

Requirements

• 2+ years of experience within wealth management, financial planning, or the financial services industry

• CFP® designation required

• Experience creating and presenting financial plans

• Strong communication, organizational, and analytical skills

• Professional and polished presence with the ability to interact confidently with clients

• Comfortable working in a boutique firm environment where team members wear multiple hats

Why Join This Firm:

• Competitive compensation of $115,000–$140,000, depending on experience

• Hybrid schedule with only one day onsite in Walnut Creek

• Excellent work-life balance

• Collaborative, close-knit team culture

• Meaningful client interaction and long-term growth opportunities within a respected RIA firm

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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