Jennifer Fukumae with Robert Half’s Financial Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon, CA. This firm has been around for 30+ years managing over $2B in Assets Under Management and continues to grow. This is an excellent opportunity for a motivated professional looking to build a long-term career in wealth management. The firm is seeking a Trader who is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an Advisor career path. Key Responsibilities<ul><li>Primary responsibility will be trading, with exposure to and learning from the Financial Advisor career path for at least the first 3 years</li><li>Execute early-morning trades submitted by Advisors the prior evening and resolve trade-related issues</li><li>Complete accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac)</li><li>Support Advisors with investment analysis, client meeting preparation, and advisor development activities</li><li>Collaborate with Advisors and CSAs to ensure smooth portfolio operations and client service</li></ul> Why This Opportunity Stands Out<ul><li>An amazing opportunity for someone interested in progressing toward the Advisor route</li><li>Growth opportunity to join the Advisor Training Program, working closely with an individual Advisor</li><li>Exposure to a collaborative RIA environment with strong mentorship</li><li>Stable, growing firm with over $2B AUM and a long-standing reputation</li><li>Hybrid schedule with excellent work-life balance despite early market hours</li><li>Full-time role offering great benefits and PTO.</li></ul>

<ul><li>Someone looking to gain exposure at an RIA and who is comfortable having trading as their primary responsibility initially</li><li>Prior trading experience not required</li><li>1–2 years of experience in Financial Services, Wealth Management, or an RIA environment</li><li>Bachelor’s degree required</li><li>Strong attention to detail, interest in investments, and desire for long-term career growth</li><li>Open to early trading hours (6:30 AM – 2:30 PM) and a hybrid work environment</li></ul> Location: San Ramon, CA (Hybrid – 2 days in office)Schedule: Early trading hours (6:30 AM – 2:30 PM, flexible)Employment Type: Full-Time For immediate consideration, message Jennifer Fukumae on LinkedIn.

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San Ramon, CA
remote
Permanent
65000.00 - 85000.00 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon, CA. This firm has been around for 30+ years managing over $2B in Assets Under Management and continues to grow. This is an excellent opportunity for a motivated professional looking to build a long-term career in wealth management. The firm is seeking a Trader who is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an Advisor career path. Key Responsibilities<ul><li>Primary responsibility will be trading, with exposure to and learning from the Financial Advisor career path for at least the first 3 years</li><li>Execute early-morning trades submitted by Advisors the prior evening and resolve trade-related issues</li><li>Complete accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac)</li><li>Support Advisors with investment analysis, client meeting preparation, and advisor development activities</li><li>Collaborate with Advisors and CSAs to ensure smooth portfolio operations and client service</li></ul> Why This Opportunity Stands Out<ul><li>An amazing opportunity for someone interested in progressing toward the Advisor route</li><li>Growth opportunity to join the Advisor Training Program, working closely with an individual Advisor</li><li>Exposure to a collaborative RIA environment with strong mentorship</li><li>Stable, growing firm with over $2B AUM and a long-standing reputation</li><li>Hybrid schedule with excellent work-life balance despite early market hours</li><li>Full-time role offering great benefits and PTO.</li></ul>
2025-12-23T23:49:16Z