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Description

About the Opportunity

This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is on-site in San Ramon, and we are specifically seeking candidates located in or willing to work in the East Bay Area.

You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.

What You’ll Do

+ Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management

+ Develop personalized financial plans tailored to client goals and risk tolerance

+ Build and maintain strong client relationships through proactive communication and ongoing support

+ Monitor market trends and client portfolios, making adjustments as needed

+ Ensure compliance with all industry regulations and firm policies

Why Join Us?

+ Established Client Base: Start with a meaningful book of business from day one

+ Supportive Culture: Work alongside seasoned professionals in a collaborative environment

+ Growth Potential: Opportunities to expand your practice and develop professionally

+ Impact: Make a real difference in clients’ financial lives while building a rewarding career

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Requirements

What We're Looking For:

+ CFP Designation Required

+ Bachelor's Degree Required

+ Minimum of 5 years of experience in a client-facing financial advisory or relationship management role.

+ Strong expertise in financial planning, portfolio administration, and banking operations.

+ Proven ability to develop and maintain meaningful client relationships.

+ Excellent analytical and problem-solving skills to guide clients in achieving their financial objectives.

+ Commitment to ethical practices and acting in the best interests of clients.

+ Effective team collaboration skills within a high-integrity environment.

+ Passion for continuous learning and dedication to growth in the financial sector.

Excited about this role? We’d love to hear from you!

Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for 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 (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) .