<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do’s, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both the client and the senior advisor.</p><p> </p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Senior Advisors with financial planning and investment strategies.</li><li>Participate in client meetings and manage follow-ups.</li><li>Assist with onboarding new clients and building relationships.</li><li>Prepare reports, recommendations, and financial analyses.</li><li>Handle client service tasks, CRM updates, and paperwork.</li><li>Help improve workflows and insurance proposals.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Associate Advisor </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>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.</p><p>The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture—while keeping work-life balance a true priority.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Senior Advisors to shape financial planning and investment strategies</li><li>Lead client meetings and manage all follow-ups</li><li>Onboard new clients and cultivate strong relationships</li><li>Prepare detailed reports, recommendations, and financial analyses</li><li>Handle client service tasks, CRM updates, and paperwork efficiently</li><li>Improve workflows and optimize insurance proposals</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Financial Planner </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>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.</p><p>The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture—while keeping work-life balance a true priority.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Senior Advisors to shape financial planning and investment strategies</li><li>Lead client meetings and manage all follow-ups</li><li>Onboard new clients and cultivate strong relationships</li><li>Prepare detailed reports, recommendations, and financial analyses</li><li>Handle client service tasks, CRM updates, and paperwork efficiently</li><li>Improve workflows and optimize insurance proposals</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Financial Advisor – Wealth Management | San Ramon, CA</strong></p><p>A thriving wealth management firm is seeking an experienced <strong>Financial Advisor</strong> to join its San Ramon office. This is a rare opportunity to step into a meaningful book of recurring-revenue clients and grow your practice with full support from a high-integrity, collaborative team.</p><p><br></p><p><strong>About the Role:</strong></p><p>You’ll provide strategic financial advice and comprehensive planning across investments, retirement, insurance, and more. With a strong client base from day one, you’ll have the freedom to grow your practice while benefiting from a supportive culture and robust infrastructure.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver personalized financial planning tailored to each client’s goals</li><li>Cultivate long-term client relationships through proactive communication</li><li>Monitor market trends and adjust portfolios as needed</li><li>Ensure compliance with industry regulations</li><li>Collaborate with internal teams to optimize client outcomes</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Step into a well-established client base</li><li>High-integrity, growth-oriented team</li><li>Full support to build and expand your practice</li><li>Long-term career potential with competitive compensation and benefits</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p>
<p><strong>Financial Planner – Financial Advisory | San Francisco Bay Area</strong></p><p>A values-driven wealth advisory firm is seeking an experienced <strong>Financial Planner </strong>to join its team. This is a high-impact opportunity for a experienced advisor to lead client relationships, mentor entry-level team members, and deliver holistic financial planning in a collaborative, service-oriented environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Financial Planner, you’ll manage and retain client relationships, develop personalized financial strategies, and mentor Associate Planners. You’ll collaborate with internal teams and external advisors to deliver comprehensive planning across investments, estate, tax, and philanthropic goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead client relationship management and strategic financial planning</li><li>Prepare and review financial documents, cash flow analyses, and portfolio reports</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.)</li><li>Oversee investment policy execution and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate reporting</li><li>Coach and develop Associate Wealth Architects</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Mission-driven firm with a client-first philosophy</li><li>Collaborative team culture focused on growth and well-being</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Advisor </strong>at a fiduciary-focused wealth management firm. This is a full-time permanent role based in <strong>San Ramon</strong>.</p><p> </p><p>This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career.</p><p>The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Advisor </strong>at a fiduciary-focused wealth management firm. This is a full-time permanent role based in <strong>San Ramon</strong>.</p><p> </p><p>This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career.</p><p>The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>About the Opportunity</strong></p><p>This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Jackie Meza with Robert Half is looking for an experienced Treasury & Asset Management expert to lead critical financial functions. This role is central to ensuring optimal cash flow, liquidity, and asset performance while driving strategic financial initiatives. The ideal candidate will bring a strong background in treasury, financial forecasting, and asset management, with a focus on mitigating risks and supporting growth objectives. Contact Jackie Meza for consideration at 209.227.6563</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including monitoring inflows, outflows, and ensuring liquidity across banking and investment accounts.</p><p>• Develop and maintain detailed cash forecasting models to support financial planning and decision-making.</p><p>• Evaluate investment opportunities and track key financial metrics to align with organizational growth and profitability goals.</p><p>• Oversee capital expenditure planning and monitor asset performance to ensure alignment with company objectives.</p><p>• Identify and mitigate financial risks related to interest rate changes, foreign exchange exposure, and other market variables.</p><p>• Ensure compliance with financial regulations and reporting standards, maintaining transparency and accountability.</p><p>• Prepare comprehensive financial reports and strategic recommendations for leadership teams.</p><p>• Collaborate with relevant departments to support capital planning and funding initiatives.</p><p>• Drive improvements in treasury and asset management practices through the use of advanced financial tools and software.</p><p>• Maintain strong relationships with banking partners and financial institutions to optimize services and agreements.</p>
<p>We are looking for a skilled Financial Planning Analyst to join our team in Solano County, California. This role is integral to driving financial insights and supporting strategic business decisions through detailed analysis and collaboration with cross-functional teams. The ideal candidate will possess strong analytical expertise and the ability to communicate complex financial concepts to non-financial stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain detailed financial models to support budgeting, forecasting, and strategic planning efforts.</p><p>• Analyze financial data to identify trends, variances, and opportunities for optimization.</p><p>• Partner with Sales, Marketing, and other departments to provide actionable insights and drive business growth.</p><p>• Prepare and present financial reports and recommendations to senior leadership and stakeholders.</p><p>• Contribute to the development and implementation of financial strategies to improve operational efficiency.</p><p>• Conduct ad hoc financial analyses to address specific business challenges and opportunities.</p><p>• Utilize advanced Excel techniques and financial systems like NetSuite to streamline reporting processes.</p><p>• Support the organization in managing multiple priorities within a fast-paced environment.</p><p>• Collaborate with cross-functional teams to ensure accurate and timely financial information.</p><p>• Assist in data mining and analysis to enhance decision-making and forecasting accuracy.</p>
