Description Ready to Take the Next Step? Let’s Connect! If this opportunity aligns with your experience and goals, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about your background. Financial Advisor About the Firm We’re representing a well‑established, independent wealth management firm dedicated to providing fiduciary, client‑first financial guidance. For more than two decades, the firm has helped individuals and families achieve their financial goals through comprehensive planning, disciplined portfolio management, and a commitment to high‑touch service. The team takes a holistic approach—beginning with a deep understanding of each client’s objectives—followed by tailored recommendations and ongoing support as life and financial circumstances evolve. With a collaborative culture, strong planning expertise, and a dedicated investment team, the firm prides itself on delivering objective advice designed to help clients accumulate, preserve, and transfer wealth confidently. What You’ll Do + Provide strategic financial advice across areas such as investments, retirement, insurance, and debt management + Develop customized financial plans tailored to each client’s needs and goals + Build and maintain long‑term client relationships through proactive communication + Monitor client portfolios and market conditions, making adjustments as necessary + Ensure full compliance with industry regulations and internal standards Why This Opportunity Stands Out + Step into a meaningful book of recurring‑revenue clients + No requirement to bring a full book—ideal for advisors ready for the next step + High‑integrity, collaborative team environment + Full support to help grow and expand your practice + Excellent client base from day one + Long‑term stability and career progression opportunities + Profit‑sharing 401(k) + PTO, sick time, and paid holidays + Medical, dental, and vision coverage + Quarterly bonus based on new assets gathered Requirements Ready to Learn More? If you’re excited to explore this opportunity, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and see how this role aligns with your career goals! What We’re Looking For + CFP® designation required + 5+ years of experience in the financial services industry + Strong customer‑service orientation and communication skills + Self‑starter with the ability to work independently and collaboratively + Ability to bring a book of business is welcome 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 skills + Commitment to ethical, client‑first decision‑making + Passion for continuous learning and professional development + Ability to work effectively within a collaborative team environment + Excellent interpersonal and relationship‑building skills 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) .