• Lead Advisor - Prestigious RIA Firm

    Robert Half Finance & Accounting (San Ramon, CA)


    Description

    Lead Advisor – Wealth Management

     

    Compensation: $90,000–$120,000 base + discretionary bonus

     

    A growing, client-focused wealth management firm in the East Bay is seeking a Lead Advisor to join its dynamic team. This is a unique opportunity for a financial planning professional to gain deep exposure across all dimensions of wealth management while working closely with experienced advisors and a collaborative leadership team.

     

    About the Firm

     

    This boutique firm helps successful individuals, families, and businesses gain clarity and confidence in their financial futures. With over $600 million in assets under management and an average client size of $1.5 million, the firm is known for its personalized approach, strong client relationships, and commitment to work-life balance.

     

    Role Overview

     

    As a Lead Advisor, you’ll support senior advisors in delivering comprehensive financial planning and investment strategies. You’ll manage client communications, help onboard new clients, and play a key role in building tailored financial plans. This role is ideal for someone who is analytical, detail-oriented, and eager to grow within a supportive and high-performing team.

    Key Responsibilities

    Client Engagement & Strategy

     

    + Act as a strategic partner and project manager for senior advisors

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

    + Manage client communications and provide high-level support

    + Assist with onboarding new clients and strengthening relationships

    + Engage directly with clients as a trusted point of contact

     

    Financial Planning & Investment Support

     

    + Collect and review financial documents for accuracy

    + Enter and manage data in financial planning software

    + Help develop financial plans and prepare client recommendations

    + Assist with insurance proposals (life, disability, long-term care)

    + Create investment review and update reports

     

    Operations & Client Service

     

    + Manage CRM and track client interactions

    + Communicate with custodians, broker-dealers, and partners

    + Handle client paperwork, 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 at a wealth management firm

    + Strong background in investment management and financial planning

    + Experience supporting advisors and managing client communications

    + Proficiency with Schwab and Orion preferred

    + Familiarity with eMoney, Redtail, and AssetMark

    + Life insurance experience is a plus

    + Series 7, 66, 65, CFP®, ChFC® or similar credentials are a plus

    + Bachelor’s degree required

    + Strong analytical, critical thinking, and communication skills

    + High attention to detail and ability to work with spreadsheets

    + Team-oriented, proactive, and accountable

     

    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) .