• Trade Operations | Growing RIA Firm!

    Robert Half Finance & Accounting (San Ramon, CA)


    Description

    Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a growing RIA firm currently at $2B+ in assets under management to identify a Trader (with Advisor Track Exposure) to join their team.

     

    This fiduciary investment advisory firm specializes in retirement planning and investment supervisory services, taking a long-term, client-focused approach. The firm has been established for nearly 30 years and continues to experience strong growth.

    Position Details

    + Title: Trader (Advisor Track Exposure)

    + Compensation: $75,000–$90,000 base (DOE) + bonus

    + 401(k): 3% employer match

    + Location: San Ramon, CA (Hybrid – 2–3 days onsite)

    + Hours: ~6:30am–2:00pm; Flexible option to work from home early mornings, then onsite 2–3 days per week

     

    Role Overview

     

    This position is ideal for someone looking to get their foot in the door at an RIA and grow into a Financial Advisor career path over time. The primary responsibility will be trading, with structured exposure to advisor development for at least the first three years.

    Responsibilities include:

    + Execute early-morning trades submitted by Advisors the prior evening

    + Resolve trade issues and follow up on execution items

    + Perform accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac)

    + Support Advisors with investment analysis and client meeting preparation

    + Participate in advisor development and training activities

    Requirements

    + 1–2+ years of experience in financial services, wealth management, or an RIA environment

    + Bachelor’s degree required

    + Prior trading experience not required, but nice to have

    + Strong interest in progressing toward a Financial Advisor career

    + Willingness to focus primarily on trading responsibilities during the initial years

     

    Why This Opportunity

     

    + Clear path toward the Financial Advisor track

    + Participation in an Advisor Training Program with direct mentorship

    + Established, growing firm with $2B+ AUM and strong momentum

    + Competitive benefits package including:

    + Medical, Dental, Vision

    + 401(k) with 3% match

    + PTO: 13 days (increases to 18 days after 3 years)

    + Paid holidays

     

    For expedited consideration or to have a conversation about other roles in the RIA space, please send a message to Jennifer Fukumae on LinkedIn.

     

    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) .