<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Financial Advisor</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced Financial Advisor to join a collaborative team and take over a well-established client base. This is a rare opportunity to make an immediate impact while building a thriving practice with full support from the firm.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver comprehensive financial planning and investment advice tailored to client goals</li><li>Develop personalized strategies across retirement, investments, insurance, and debt management</li><li>Build and maintain strong client relationships through proactive communication</li><li>Monitor portfolios and adjust plans to align with changing objectives</li><li>Ensure compliance with industry regulations and firm standards</li></ul><p><strong>Why Join Us</strong></p><ul><li>Step into a meaningful, established client base from day one</li><li>Collaborative, supportive culture with experienced professionals</li><li>Opportunity to grow into a top-tier advisor with full firm resources</li></ul>
<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>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Financial Planner</strong></p><p><br></p><p><strong>About the Role</strong></p><p>Join a boutique wealth management team serving high-net-worth and ultra-high-net-worth families. As an <strong>Financial Planner</strong>, you’ll work directly with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, and client strategy. This role offers a clear career path and significant long-term growth potential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare detailed analyses for retirement planning, estate strategies, education funding, and stock option management.</li><li>Build and maintain financial plans using <strong>eMoney</strong> and other planning tools.</li><li>Research tax and economic developments to inform client strategies.</li><li>Support pre-meeting preparation and collaborate with external professionals.</li><li>Monitor client financial situations and assist with implementation of recommendations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and <strong>401(k) match</strong>.</li><li>Comprehensive <strong>medical and dental coverage</strong>.</li><li>Generous time off: <strong>15 vacation days + 5 sick days + NYSE holidays</strong>.</li><li>Significant growth potential with <strong>year-over-year raises</strong>.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a <strong>Financial Planner</strong> to deepen client relationships and deliver comprehensive wealth management solutions. This role combines technical expertise, leadership, and exceptional client service. You will work closely with senior advisors, guide team members, and ensure clients receive personalized, high-quality strategies aligned with their goals.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><br></p><ul><li><strong>Build and maintain lasting client relationships</strong> through trust and proactive engagement.</li><li><strong>Review and finalize financial plans</strong>, including balance sheets, strategic roadmaps, estate maps, and cash flow analyses.</li><li><strong>Deliver objective, holistic advice</strong> across investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li><strong>Lead client meetings</strong>—prepare thoroughly, present confidently, and ensure timely execution of follow-up actions.</li><li><strong>Collaborate with internal teams and external partners</strong> (CPAs, attorneys) to provide integrated planning solutions.</li><li><strong>Mentor and supervise associate planners</strong>, fostering their growth and professional development.</li><li><strong>Oversee financial modeling, investment policy reviews, and portfolio rebalancing</strong> to maintain alignment with client objectives.</li><li><strong>Ensure compliance</strong> with fiduciary standards and firm policies while maintaining accurate client records.</li><li><strong>Contribute to strategic committees</strong> and support business development initiatives to drive growth.</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Associate Financial Planner</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an Associate Financial Planner to join a boutique wealth management team serving high-net-worth and ultra-high-net-worth families. This is a unique opportunity to work directly with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, and client strategy. The role offers a clear career progression path and long-term growth potential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare detailed analyses for retirement, estate planning, education funding, and stock options</li><li>Build and maintain financial plans using eMoney and other planning tools</li><li>Research tax and economic changes to inform client strategies</li><li>Support pre-meeting preparation and collaborate with outside professionals</li><li>Monitor client financial situations and assist with implementation</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match</li><li>Medical and dental coverage</li><li>15 vacation days + 5 sick days + NYSE holidays</li><li>Significant growth potential with year-over-year raises</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Financial Planner | Boutique Wealth Management Firm | San Francisco | Hybrid - Mostly Remote | $Base + Bonus</strong></p><p> </p><p>The firm serves high-net-worth clients, including executives, entrepreneurs, and professionals. The firm delivers tailored, results-driven strategies that go beyond traditional investing, helping clients focus on what matters most.</p><p> </p><p>This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor, and clear growth opportunities. Compensation includes bonuses, profit sharing, 401(k) matching, and health benefits in a collaborative, intellectually engaging environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare financial analyses covering retirement, estate, education, and equity compensation.</li><li>Conduct risk and performance reviews to support client plans.</li><li>Analyze unique client scenarios and recommend strategic solutions.</li><li>Prepare meeting materials, research portfolios, and monitor client financials.</li><li>Assist with projections and complex planning projects.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a highly analytical and intellectually driven <strong>Associate Financial Planner.</strong> You will have the option to work hybrid in San Francisco OR<strong> fully remote!</strong></p><p><br></p><p><strong>Position Overview</strong></p><p>The Associate Financial Planner will support the advisor in creating sophisticated, bespoke financial plans and working through complex financial challenges unique to high-net-worth clients. This role is ideal for someone who is intellectually curious, analytical, and passionate about delivering excellence in financial planning.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and performance/risk analysis.</li><li>Evaluate client-specific financial situations and build tailored recommendations.</li><li>Stay informed on market conditions, tax law changes, and economic trends to help clients make well-informed financial decisions.</li><li>Support pre-meeting preparation including agendas, tax research, portfolio reviews, and scenario modeling.</li><li>Continuously monitor client financial profiles with accuracy, attention to detail, and strategic insight.</li><li>Build financial projections and assist in crafting best-in-class comprehensive financial plans.</li></ul><p><strong>Position Overview</strong></p><p>The Associate Financial Planner will support the advisor in creating sophisticated, bespoke financial plans and working through complex financial challenges unique to high-net-worth clients. This role is ideal for someone who is intellectually curious, analytical, and passionate about delivering excellence in financial planning.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and performance/risk analysis.</li><li>Evaluate client-specific financial situations and build tailored recommendations.</li><li>Stay informed on market conditions, tax law changes, and economic trends to help clients make well-informed financial decisions.</li><li>Support pre-meeting preparation including agendas, tax research, portfolio reviews, and scenario modeling.</li><li>Continuously monitor client financial profiles with accuracy, attention to detail, and strategic insight.</li><li>Build financial projections and assist in crafting best-in-class comprehensive financial plans.</li></ul>
<p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Financial Lead Planner</strong> to strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, and exceptional client service. You’ll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored to their goals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and retain long-term client relationships.</li><li>Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses.</li><li>Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Partner with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, supporting their professional development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and assist with business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and clear growth pathways.</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. In this role, you’ll deliver exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new and existing accounts</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions</li><li>Act as liaison between advisors, clients, and middle-office functions</li><li>Schedule client meetings and manage calendars</li><li>Support trading and portfolio rebalancing if licensed</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match</li><li>Medical and dental coverage</li><li>Flexible overtime pay option</li><li>15 vacation days + 5 sick days + NYSE holidays</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. You will have the option to work hybrid in San Francisco OR<strong> fully remote!</strong></p><p> </p><p>This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits. This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul><p><br></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>
