17 results for Financial Advisor Employee Owned Ria in Lafayette, CA

Senior Wealth Financial Advisor - Wealth Management RIA Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule. 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. Responsibilities: <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>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Planner - East Bay RIA Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Planner at a growing wealth management firm in San Ramon. This is a full-time, permanent role with a hybrid schedule. This is a great opportunity to build lasting client relationships while helping individuals plan for a secure and fulfilling future. The firm offers a comprehensive approach to wealth management, focusing on delivering meaningful, personalized guidance—not just financial results. You’ll gain exposure to all facets of financial planning while working alongside experienced, supportive leaders. With a strong emphasis on work-life balance, collaboration, and professional growth, this is an ideal environment to take your career to the next level. Responsibilities:<ul><li>Build personalized financial strategies using top tools and resources.</li><li>Meet with clients, take notes, and follow up on action items.</li><li>Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support.</li><li>Check financial documents for accuracy, including insurance, earnings, and expenses.</li><li>Help prepare recommendations for life, disability, and long-term care insurance.</li><li>Track client interactions using CRM software and handle communications with custodians and Broker-Dealers.</li><li>Help create client presentations and investment reports.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Planner - Thriving RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing wealth management firm where you can make a real difference by helping clients plan for their future and build lasting relationships. This role focuses on more than just financial returns; it’s about creating meaningful experiences for clients. This is your chance to dive into every aspect of wealth management, working alongside inspiring leaders who are dedicated to your success. Enjoy a workplace that values work-life balance, teamwork, and offers endless opportunities for growth and advancement. Responsibilities:<ul><li>Build personalized financial strategies using top tools and resources.</li><li>Meet with clients, take notes, and follow up on action items.</li><li>Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support.</li><li>Check financial documents for accuracy, including insurance, earnings, and expenses.</li><li>Help prepare recommendations for life, disability, and long-term care insurance.</li><li>Track client interactions using CRM software and handle communications with custodians and Broker-Dealers.</li><li>Help create client presentations and investment reports.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Wealth Advisor at Thriving RIA Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Lead Wealth Advisor at a RIA. This is a full-time permanent role based in San Francisco with a Hybrid schedule. Join a well-established and globally respected asset management firm known for delivering diverse financial solutions to investors worldwide. This is your chance to be part of an exceptional wealth advisory team managing nearly billions in assets. You’ll benefit from hands-on mentorship, clear career progression, and succession planning while working alongside a top-tier team with outstanding tenure. Enjoy competitive compensation, a collaborative culture, and the opportunity to support an influential advisor making a real impact in the industry. Responsibilities:<ul><li>Be the key contact for high-net-worth clients and institutions.</li><li>Deliver outstanding client service with personalized investment insights.</li><li>Leverage extensive knowledge of financial markets to meet client needs.</li><li>Develop strong client relationships using a strategic approach.</li><li>Use company resources to ensure world-class service and credibility.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Associate Financial Advisor **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Associate Financial Advisor Employment Type: Full-TimeLocation: San Francisco; Hybrid (2 days onsite)Comp: $88-120k + Bonus A Wealth Management Firm focusing on providing personalized financial guidance to individuals and businesses is looking for an Associate Financial Advisor to join their growing team. Responsibilities:<ul><li>Collaborate with Senior Advisors to ensure that communication to the client are timely.</li><li>Manage client communications via email and phone.</li><li>Oversee client relationships by preparing meeting materials and offering essential support as needed.</li><li>Track task progress and follow up on pending action items.</li><li>Take proactive steps to address and resolve client issues and concerns.</li><li>Point of contact for client relationships</li></ul>

Associate Financial Planner Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team. Responsibilities:<ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul> Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Associate Wealth Advisor - SF; Hybrid Michelle Espejo with Robert Half Finance & Accounting is recruiting for an Associate Advisor at a Fast Growing RIA. This is a full-time permanent role based in San Francisco with a Hybrid schedule. Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team. Responsibilities:<ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Associate Advisor (Financial Planner) Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Planner at a growing wealth management firm in San Ramon. This is a full-time, permanent role with a hybrid schedule. This is a great opportunity to build lasting client relationships while helping individuals plan for a secure and fulfilling future. The firm offers a comprehensive approach to wealth management, focusing on delivering meaningful, personalized guidance—not just financial results. You’ll gain exposure to all facets of financial planning while working alongside experienced, supportive leaders. With a strong emphasis on work-life balance, collaboration, and professional growth, this is an ideal environment to take your career to the next level. Responsibilities:<ul><li>Build personalized financial strategies using top tools and resources.</li><li>Meet with clients, take notes, and follow up on action items.</li><li>Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support.</li><li>Check financial documents for accuracy, including insurance, earnings, and expenses.</li><li>Help prepare recommendations for life, disability, and long-term care insurance.</li><li>Track client interactions using CRM software and handle communications with custodians and Broker-Dealers.</li><li>Help create client presentations and investment reports.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Advisor - Wealth Advisor - SF; Hybrid Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Advisor at a thriving RIA. This is a full-time permanent role based in San Francisco with a Hybrid schedule. Our client is a leading Registered Investment Advisor with $10 billion in assets under management. They’re seeking an energetic and dedicated Associate Advisor to join their team. This is a great opportunity to contribute to the financial success of high-net-worth clients in a firm that values excellence, collaboration, and continuous growth. Enjoy a hybrid work model, comprehensive healthcare benefits, generous PTO, and a strong focus on professional development—all in a role designed to support a fulfilling and impactful career. Responsibilities: <ul><li>Be the go-to contact for client communications, building lasting relationships.</li><li>Assess client portfolios and deliver strategic, personalized recommendations.</li><li>Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.</li><li>Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Financial Advisor - Wealth Management Firm - Hybrid Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Advisor at a thriving RIA. This is a full-time permanent role based in San Francisco with a Hybrid schedule. This client is a leading Registered Investment Advisor with $10 billion in assets under management. They’re seeking an energetic and dedicated Associate Advisor to join their team. This is a great opportunity to contribute to the financial success of high-net-worth clients in a firm that values excellence, collaboration, and continuous growth. Enjoy a hybrid work model, comprehensive healthcare benefits, generous PTO, and a strong focus on professional development—all in a role designed to support a fulfilling and impactful career. Responsibilities: <ul><li>Be the go-to contact for client communications, building lasting relationships.</li><li>Assess client portfolios and deliver strategic, personalized recommendations.</li><li>Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.</li><li>Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Wealth Advisor - HYBRID in Marin County Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Wealth Advisor at a respected RIA in Marin County. This is a full-time, permanent role with a hybrid schedule. Join an independent firm that delivers holistic wealth management focused on financial well-being, personal fulfillment, and long-term security. Known for its collaborative, client-centered culture, the firm empowers advisors to build lasting relationships and make a meaningful impact. In this key advisory role, you’ll manage high-net-worth client relationships, craft personalized financial strategies, and help shape the firm’s long-term success. The team places a strong emphasis on career growth, work-life balance, and professional development. Responsibilities: <ul><li>Serve as a trusted advisor, providing personalized financial planning and investment guidance.</li><li>Manage and grow a book of business through firm referrals and personal networking.</li><li>Develop and adjust comprehensive financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Support senior advisors in client acquisition and business development.</li><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency.</li><li>Stay updated on industry trends and ensure compliance with regulatory standards.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Operations/Office Associate, Wealth Management Our client is a fiduciary investment advisory firm specializing in retirement planning and investment supervisory services. They take a long-term investment approach while tailoring strategies to meet each client’s unique needs. Since its founding in 1998, the firm has grown to manage over $1.48 billion in assets as of December 2022. Committed to acting in the best interests of their clients, they prioritize building lasting relationships beyond just numbers. We are seeking an Operations Associate to join our team in San Ramon. This position is to support the Office Manager and Operations Manager for a growing RIA firm! Job Description<ul><li>Financial Reporting: Assist with QuickBooks entries, reconciliation, and financial reporting.</li><li>Payroll Duties: Support payroll processing and ensure timely and accurate payments.</li><li>HR Support: Assist with onboarding, benefits administration, and general HR tasks.</li><li>Administration: Manage office supplies, scheduling, and general office upkeep.</li><li>IT Support: Provide basis technical troubleshooting and coordinate with IT vendors when necessary.</li><li>Special Projects: Support the Operations and Office Managers with ad-hoc projects on as needed basis. </li></ul>

Financial Coordinator We are offering a long-term contract employment opportunity for a Financial Coordinator in Palo Alto, California. As a Financial Coordinator, your primary focus will be on managing insurance authorizations for genetic testing. You will be part of a small team, handling various tasks such as maintaining accurate records, processing applications, and providing top-notch customer service. while the Financial Coordinator role is remote, you must reside in California. Responsibilities:• Coordinate the payor referral and service authorization process for laboratory testing• Secure authorizations for laboratory testing and verify patient benefits• Maintain an Excel sheet to track insurance authorization submissions and their status• Communicate with patients and ordering providers about the status of the benefit investigation and authorization• Investigate insurance eligibility and obtain detailed insurance benefit verification• Provide financial consultation with patient and/or family members regarding financial aspects when necessary or requested• Follow up on pending authorization and referral requests to ensure timely completion• Process appeals and arrange for the escalation process for clinics and clinicians to complete peer-to-peer appeal reviews with payor utilization management when needed• Prioritize work to ensure that financial risk is minimized and timely completion of authorizations is optimized while meeting daily productivity measure goals• Perform other duties as assigned.

Financial Analyst - Entry Level We are offering a short term contract employment opportunity for a Financial Analyst - Entry Level in Foster City, California. This role is primarily in the wealth management sector where the candidate will be expected to aid in a significant project. Responsibilities: • Ensure the accuracy of data within investment management accounts and trades. • Leverage Salesforce and Excel for efficient data management and comprehensive reporting. • Contribute significantly to the success of the project within a detail oriented wealth management setting. • Identify and highlight discrepancies in data comparisons. • Execute heavy data analysis using Excel and other accounting software systems. • Carry out auditing and budget processes as part of the job function. • Utilize CRM and the Salesforce platform for effective customer relationship management. • Apply data mining techniques to gather relevant information. • Perform capital management and other accounting functions as necessary. • Use ADP - Financial Services and Crystal Reports for financial operations.

Senior Analyst, Portfolio Finance - VC Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Analyst, Portfolio FinanceEmployment Type: Full-TimeLocation: Menlo Park/San Francisco (Hybrid)Salary: $120-150k base + bonus We are partnering with a top-tier Venture Capital firm located in Silicon Valley, specializing with early state and growth companies. They are looking for a Senior Analyst, Portfolio Finance Associate to join the team. Responsibilities:<ul><li>Portfolio Monitoring (60%): Oversee the ongoing tracking and analysis of portfolio performance, identifying trends and areas of opportunity or concern. Assist in the implementation and integration of Foresight Data software to streamline portfolio monitoring workflows, with the goal of transitioning time toward more value-add activities.</li><li>Fund Analytics & Valuation (20%): As the portfolio software becomes fully operational, allocate increased time to in-depth fund analysis and valuation work. This includes assessing fund performance, benchmarking, and supporting internal decision-making processes.</li><li>Operations (20%): Support day-to-day operational functions across the investment lifecycle. Collaborate closely with internal teams to ensure efficient processes and seamless execution of operational activities.</li><li>Culture & Team Contribution: Embrace a low-ego, collaborative environment by approaching tasks with humility and a willingness to learn. Demonstrate a hands-on attitude—no task is too small—and contribute to a culture of ownership, transparency, and continuous improvement.</li></ul>

Finance & Operations Associate – Asset Management Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Finance & Operations Associate – Asset Management FirmEmployment Type: Full-TimeLocation: San Mateo; 5 days in officeSalary: $110-150k (DOE) + Bonus Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing. We are partnering with a well-established asset management firm seeking a Finance & Operations Associate to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations. Key Responsibilities:<ul><li>Assist with accounts payable processes, ensuring timely and accurate payments.</li><li>Serve as a vendor liaison, coordinating with external partners and financial institutions.</li><li>Support payroll processing, benefits administration, and HSA plan management.</li><li>Assist with internship program onboarding and offboarding, including background checks.</li><li>Manage financial transactions, including wires and ACH transfers.</li><li>Assist with compensation and benefits administration, including annual statements and insurance renewals.</li><li>Provide accounting and tax support, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to budgeting and forecasting efforts, as well as financial statement reviews.</li></ul>

CSA at Wealth Management Firm - San Jose ONSITE Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Client Service Associate at a Wealth Management Firm. This is a full-time permanent role based in San Jose. Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a supportive, team-oriented environment. Responsibilities:<ul><li>Providing excellent service to clients.</li><li>Helping out in client meetings.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in web calls and international banking support.</li></ul>Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.