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Robert Half · 4 days ago

Financial Advisor at Wealth Management Firm

San Ramon, CA

Full-time

Hybrid

Entry, Mid Level

$90K/yr - $120K/yr

2+ years exp

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. They are seeking an Associate Advisor to support Senior Advisors with financial planning and investment strategies, manage client relationships, and assist with various client service tasks.

ConsultingHuman ResourcesRecruitingSecurity

Responsibilities

Support Senior Advisors with financial planning and investment strategies

Participate in client meetings and manage follow-ups

Assist with onboarding new clients and building relationships

Prepare reports, recommendations, and financial analyses

Handle client service tasks, CRM updates, and paperwork

Help improve workflows and insurance proposals

Qualification

Wealth management experienceFinancial planningExcel/Google SheetsSchwab/Orion/eMoney/RedtailSeries 7/66/65CFP®ChFC®Relationship-drivenCommunication skillsDetail-oriented

Required

2–6 years of experience in wealth management including financial planning

Strong communication and advisor support skills

Bachelor's degree required

Proficiency in Excel/Google Sheets and financial analysis

Detail-oriented, professional, and relationship-driven

Preferred

Experience with Schwab, Orion, eMoney, or Redtail a plus

Series 7/66/65, CFP®, or ChFC® a plus

Benefits

Medical

Vision

Dental

Life and disability insurance

401(k) plan

Company

Robert Half

Glassdoor3.8

🔒 At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.roberthalf.com/us/en/fraud-alert.

Founded in 1948

Menlo Park, California, USA

10001+ employees