<p><strong>Jennifer Fukumae with Robert Half's Financial Services Division</strong> is partnering with a well-established wealth management firm that is dedicated to acting in clients’ best interests through personalized strategies and disciplined portfolio management. This role is in San Ramon, CA and requires 4 days on-site. </p><p> </p><p>The firm’s philosophy is rooted in providing objective, client-first advice designed to help clients accumulate, protect, and transfer wealth. With a collaborative culture and strong operational support, the team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes. This is a rare opportunity to join a high-integrity, growth-focused advisory team where you’ll step into an established client base and have the freedom to build your practice with full firm support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice and comprehensive planning across services such as debt management, investments, retirement, and insurance.</li><li>Develop personalized financial plans tailored to each client’s needs and goals.</li><li>Build and strengthen client relationships through proactive communication and ongoing support.</li><li>Monitor market performance and client portfolios, recommending adjustments as needed.</li><li>Maintain compliance with all industry regulations and firm standards.</li></ul><p><br></p>

<ul><li><strong>CFP® designation (required).</strong></li><li>5+ years of experience in the financial services industry.</li><li>Proven success in a client-facing financial advisory role.</li><li>Strong analytical, problem-solving, and interpersonal skills.</li><li>Self-starter with a client-service mindset and commitment to ethical practices.</li><li>Candidates from San Ramon or the East Bay Area preferred.</li><li>Ability to bring an existing book of business is a plus, but not required.</li></ul><p> </p><p><strong>Why Join?</strong></p><ul><li>Step into a meaningful book of recurring-revenue clients with excellent growth potential.</li><li>Collaborative, supportive team culture that values integrity and professional development.</li><li>Flexibility to grow your practice with full firm support.</li><li>Competitive compensation package with profit-sharing 401(k), PTO, paid holidays, medical/dental/vision benefits, and quarterly bonuses tied to new asset growth.</li><li>Opportunity to contribute to a firm with 1B AUM and strong long-term career potential.</li></ul><p><strong>Interested in this opportunity?</strong></p><p><strong>Apply directly and connect with Jennifer Fukumae</strong> on LinkedIn for the fastest consideration or to learn about other roles in Wealth Management and RIA firms.</p>

<p>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.</p> <p>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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>