<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a growing RIA firm currently at $2B+ in assets under management</strong> to identify a <strong>Trader (with Advisor Track Exposure)</strong> to join their team.</p><p>This fiduciary investment advisory firm specializes in retirement planning and investment supervisory services, taking a long-term, client-focused approach. The firm has been established for nearly 30 years and continues to experience strong growth.</p><p> </p><p><strong>Position Details</strong></p><ul><li><strong>Title:</strong> Trader (Advisor Track Exposure)</li><li><strong>Compensation:</strong> $75,000–$90,000 base (DOE) + bonus</li><li><strong>401(k):</strong> 3% employer match</li><li><strong>Location:</strong> San Ramon, CA (Hybrid – 2–3 days onsite)</li><li><strong>Hours:</strong> ~6:30am–2:00pm; Flexible option to work from home early mornings, then onsite 2–3 days per week</li></ul><p><strong>Role Overview</strong></p><p>This position is ideal for someone looking to get their foot in the door at an RIA and grow into a Financial Advisor career path over time. The primary responsibility will be trading, with structured exposure to advisor development for at least the first three years.</p><p><br></p><p><strong>Responsibilities include:</strong></p><ul><li>Execute early-morning trades submitted by Advisors the prior evening</li><li>Resolve trade issues and follow up on execution items</li><li>Perform accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac)</li><li>Support Advisors with investment analysis and client meeting preparation</li><li>Participate in advisor development and training activities</li></ul><p><br></p>

<ul><li>1–2+ years of experience in financial services, wealth management, or an RIA environment</li><li>Bachelor’s degree required</li><li>Prior trading experience not required, but nice to have</li><li>Strong interest in progressing toward a Financial Advisor career</li><li>Willingness to focus primarily on trading responsibilities during the initial years</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>Clear path toward the Financial Advisor track</li><li>Participation in an Advisor Training Program with direct mentorship</li><li>Established, growing firm with $2B+ AUM and strong momentum</li><li>Competitive benefits package including:</li><li>Medical, Dental, Vision</li><li>401(k) with 3% match</li><li>PTO: 13 days (increases to 18 days after 3 years)</li><li>Paid holidays</li></ul><p>For expedited consideration or to have a conversation about other roles in the RIA space, please send a message to <strong>Jennifer Fukumae</strong> on LinkedIn.</p><p><br></p>

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