• Lead Advisor - Emerging RIA Firm

    Robert Half Finance & Accounting (San Ramon, CA)


    Description

    Ready to Take the Next Step? Let’s Connect!

     

    If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!

     

    Lead Advisor

     

    Are you a detail-oriented professional with a passion for client service and financial planning? We’re seeking a Lead Advisor to act as a strategic partner and project manager, supporting senior advisors and delivering exceptional client experiences.

     

    Why You’ll Love This Role

     

    + Gain exposure to all aspects of wealth management.

    + Work closely with high-net-worth clients and senior advisors.

    + Enjoy a collaborative team culture and strong work-life balance.

    + Benefit from company-sponsored FINRA exams and CFP® support.

     

    What You’ll Do

     

    + Act as a high-level project manager for client cases, managing tasks and timelines.

    + Build tailored financial plans and investment strategies using planning software.

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

    + Manage client communication and onboarding processes.

    + Prepare investment reviews, insurance proposals, and financial recommendations.

    + Oversee CRM data, client paperwork, and operational workflows.

    Requirements

    Ready to Learn More?

     

    If you’re excited to explore this opportunity, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and see how this role aligns with your career goals!

     

    What We’re Looking For

     

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

    + Strong client relationship management skills.

    + Proficiency with Schwab and Orion preferred; familiarity with eMoney, Redtail, and AssetMark a plus.

    + Bachelor’s degree; Series 7, 66, 65, CFP®, or ChFC® preferred but not required.

    + Excellent analytical, organizational, and communication skills.

    + Tech-savvy, detail-oriented, and proactive.

     

    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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .