• Associate Advisor

    Robert Half Finance & Accounting (Danville, CA)


    Description

    Michelle Espejo with Robert Half Financial Services is recruiting for an Associate Advisor at a Thriving Wealth Management. This is a full-time permanent role based in Danville with a Hybrid schedule.

     

    Join a firm where you can make a real impact for high-net-worth clients. As an Associate Advisor, you’ll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs smoothly to support both clients and senior advisors.

     

    The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture—while keeping work-life balance a true priority.

     

    What You’ll Do

     

    + Partner with Senior Advisors to shape financial planning and investment strategies

    + Lead client meetings and manage all follow-ups

    + Onboard new clients and cultivate strong relationships

    + Prepare detailed reports, recommendations, and financial analyses

    + Handle client service tasks, CRM updates, and paperwork efficiently

    + Improve workflows and optimize insurance proposals

    *Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

    Requirements

    + 2–6 years of experience in wealth management with experience in investment management, client strategy, and financial planning.

    + Experience with Schwab, Orion, eMoney, or Redtail a plus.

    + Bachelor’s degree required;

    + Series 7/66/65, CFP®, or ChFC® a plus.

    + Proficiency in Excel/Google Sheets and financial analysis.

    + Detail-oriented, professional, and relationship-driven.

     

    Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.

     

    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) .