Assoicate Advisor | Growth Mode RIA Firm

Description

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

San Ramon, CA | $105,000–$125,000 + Bonus | Excellent Benefits + 401(k) Match

Robert Half Financial Services is partnering with an established Registered Investment Advisory (RIA) firm in San Ramon on an exciting opportunity for an Associate Advisor to join a growing wealth management team.

This role is ideal for someone with a strong foundation in wealth management who enjoys working directly with clients, has an interest in financial planning, and is looking for a long-term career path within an RIA environment.

As an Associate Advisor, you will work closely with an established Wealth Manager and play an important role in delivering a high-touch client experience. You’ll gain exposure to the full wealth management and financial planning process while receiving coaching and mentorship designed to help you grow into greater responsibility over time.

What You’ll Do

• Partner closely with an established Wealth Manager to support high-net-worth client relationships.

• Prepare for client meetings by gathering, organizing, and analyzing client financial information.

• Assist with financial planning analysis and draft comprehensive financial plans and recommendations.

• Help implement investment, financial planning, and other client recommendations.

• Coordinate and follow up on client action items to ensure a seamless and responsive client experience.

• Leverage the firm’s CRM to maintain accurate client information, track activities, and manage follow-up.

• Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution.

• Participate in client meetings and gradually take on increased responsibility within client relationships.

• Build knowledge and confidence across financial planning, investments, and overall wealth management.

• Develop toward the ability to independently manage client relationships and potentially pursue future leadership or partnership opportunities.

Requirements

• Bachelor’s degree or equivalent experience required.

• Series 7 and 66, or Series 7 and 63/65 or will sponsor to obtain licenses

• California Insurance License, or ability to obtain within 120 days.

• Experience working with a CRM system.

• Experience with financial planning software preferred, such as eMoney, RightCapital, MoneyGuidePro, or similar.

• Microsoft 365 experience desirable.

• Strong attention to detail with excellent organizational and follow-through skills.

• Client-focused approach with strong communication and relationship-building skills.

• Interest in building a long-term career in wealth management.

Why Consider This Opportunity?

• $105,000–$125,000 base salary + bonus

• Excellent benefits package

• 401(k) match

• Opportunity to work alongside an established Wealth Manager and learn the business from an experienced advisor

• High-touch RIA environment with meaningful client interaction

• Structured coaching and mentorship

• Long-term career growth opportunities within wealth management

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

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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