Description Ready to Take the Next Step? Let’s Connect If this opportunity aligns with your background and career goals, apply today and send your resume to JC del Rosario via LinkedIn—I’d welcome the chance to connect and learn more about you. Financial Advisor About the Firm We’re partnering with a long‑standing, independent wealth management firm recognized for its fiduciary commitment and client‑first approach. For more than 20 years, the firm has served individuals and families through comprehensive financial planning, disciplined portfolio management, and exceptional high‑touch service. The team takes a holistic, goals‑based approach—building deep relationships, adjusting strategies as life evolves, and delivering objective, personalized advice. With strong planning capabilities, a collaborative culture, and a dedicated investments group, the firm helps clients build, preserve, and transfer wealth with confidence. What You’ll Do + Provide strategic guidance across investments, retirement planning, insurance, debt management, and overall financial planning + Develop tailored financial plans aligned with client goals + Build and maintain long‑term client relationships through proactive communication + Monitor portfolios and market trends to adjust strategies as needed + Ensure adherence to regulatory requirements and internal compliance standards Why This Opportunity Stands Out + Step directly into a meaningful, recurring‑revenue client book + No existing book required—ideal for advisors looking to advance + Collaborative, high‑integrity team environment + Strong infrastructure and support to build your practice + High‑quality client base from day one + Long‑term career stability and growth potential + Profit‑sharing 401(k) + PTO, sick time, and paid holidays + Medical, dental, and vision benefits + Quarterly bonus tied to new assets gathered Requirements Ready to Learn More? If this opportunity resonates with what you’re looking for, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and discuss how this role supports your long‑term career goals. What We’re Looking For + CFP® designation required, or actively working toward completion. + 5+ years of experience in the financial services industry + Strong client‑service mindset with excellent communication skills + Self‑motivated and able to thrive both independently and within a team + Ability to bring a book of business is a plus, but not required + Candidates based in the East Bay or San Ramon area preferred Keys to Success + Proven experience in a client‑facing advisory role + Strong analytical and problem‑solving abilities + Commitment to ethical, fiduciary‑focused decision‑making + Genuine passion for professional growth and continuous learning + Ability to collaborate effectively within a supportive team environment + Excellent interpersonal skills with the ability to build lasting client relationships 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. © 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 (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .