Job Description

Description Financial Advisor - Wealth Management | San Ramon, CA A thriving wealth management firm in San Ramon is seeking an experienced Financial Advisor to join its team. This is a unique opportunity to inherit a well-established book of recurring-revenue clients and expand your practice with the full backing of a high-integrity, collaborative environment. About the Role As a Financial Advisor, you'll deliver strategic guidance and comprehensive planning across investments, retirement, insurance, and more. With a strong client base from day one, you'll have the autonomy to grow your business while benefiting from a supportive infrastructure and a team that values integrity, service, and long-term relationships. Key Responsibilities + Provide personalized financial planning aligned with each client's goals and values + Build and maintain lasting client relationships through proactive communication and trust + Monitor market trends and adjust investment strategies accordingly + Ensure compliance with industry regulations and internal standards + Collaborate with internal specialists to deliver holistic client solutions Why Join Us? + Step into a meaningful, established client book + Work alongside a values-driven, growth-oriented team + Receive full operational and strategic support to grow your practice + Enjoy competitive compensation, comprehensive benefits, and long-term career development Interested in learning more? Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect and explore whether this opportunity aligns with your next career move. Requirements Ideal Candidate Profile You're a experienced advisor with a passion for delivering ethical, client-centered financial guidance. The ideal candidate will bring: + CFP® designation (required) + 5+ years of experience in the financial services industry + A track record of success in a client-facing advisory role + Strong analytical, communication, and relationship-building skills + A self-starter mindset with a drive for growth and professional excellence + Preference for candidates based in the East Bay/San Ramon area + A book of business is welcome, though not required Interested in learning more? Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect and explore whether this opportunity aligns with your next career move. 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 ( 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

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Permanent employment, Contract work, Temporary work,

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