Financial Advisor (CFP) - San Ramon

Wealth Management Advisor

Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a well-established wealth management firm that is dedicated to acting in clients' best interests through personalized strategies and disciplined portfolio management. This role is in San Ramon, CA and requires four days on-site. The firm's philosophy is rooted in providing objective, client-first advice designed to help clients accumulate, protect, and transfer wealth. With a collaborative culture and strong operational support, the team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes. This is a rare opportunity to join a high-integrity, growth-focused advisory team where you'll step into an established client base and have the freedom to build your practice with full firm support.

Responsibilities :

• Provide strategic financial advice and comprehensive planning across services such as debt management, investments, retirement, and insurance.
• Develop personalized financial plans tailored to each client's needs and goals.
• Build and strengthen client relationships through proactive communication and ongoing support.
• Monitor market performance and client portfolios, recommending adjustments as needed.
• Maintain compliance with all industry regulations and firm standards.

Requirements :

Why Join?

Interested in this opportunity? Apply directly and connect with Jennifer Fukumae on LinkedIn for the fastest consideration or to learn about other roles in Wealth Management and RIA firms.