• Lead Advisor - Emerging RIA Firm

    Robert Half Finance & Accounting (San Ramon, CA)


    Description

    Company Overview

     

    We are a growing wealth management firm that helps individuals, families, and businesses gain clarity and confidence in their financial futures. With over $600M in assets under management and an average client size of $1.5M, we go beyond traditional advising to deliver meaningful, long-term value. Our mission is to help clients rise above the day-to-day and make purposeful financial decisions.

    Position Summary

    As a Lead Advisor, you will support senior advisors in delivering comprehensive financial planning and investment services. This role is ideal for someone with strong analytical skills, a client-first mindset, and the ability to manage multiple priorities in a fast-paced environment. You’ll be a key contributor to client success and firm growth, with opportunities to deepen your expertise and grow into a lead advisory role.

    Key Responsibilities

    Client Strategy & Relationship Management

     

    + Serve as a strategic partner to senior advisors

    + Join client meetings, take notes, and follow up on action items

    + Manage client communications and provide high-level service

    + Support onboarding of new clients, including those referred by CPA partners

    + Build and maintain trusted relationships with clients

     

    Financial Planning & Investment Support

     

    + Collect and review financial documents (e.g., insurance, income, expenses)

    + Enter and manage data in financial planning software

    + Assist in developing financial plans and investment strategies

    + Prepare client recommendations under advisor guidance

    + Support insurance proposal preparation (life, disability, LTC)

    + Create and update investment review reports

     

    Operations & Client Service

     

    + Maintain CRM records and track client interactions

    + Coordinate with custodians, broker-dealers, and partners

    + Manage client paperwork, including account openings and transfers

    + Prepare meeting agendas and client presentations

     

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

    Requirements

    Qualifications

    + 3–6+ years of experience in wealth management, financial planning, or investment advisory

    + Experience supporting advisors and managing client communications

    + Proficiency with Schwab platform required

    + Familiarity with eMoney, Redtail CRM, and AssetMark is a plus

    + Life insurance experience strongly preferred

    + Series 7, 66, 65, CFP®, or ChFC® is a plus (not required)

    + Bachelor’s degree required

    + Strong Excel and Google Sheets skills

    + Excellent communication, attention to detail, and critical thinking abilities

    + Ability to work independently and collaboratively in a team environment

     

    Personal Attributes

     

    + Eager to learn and grow within a fast-paced, entrepreneurial firm

    + Strong work ethic, professionalism, and integrity

    + Tech-savvy, proactive, and deadline-driven

    + Skilled at building and managing professional relationships

    + Analytical and detail-oriented with a strategic mindset

     

    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) .