<p><strong>Financial Advisor – Wealth Management | San Ramon, CA</strong></p><p>A thriving wealth management firm is seeking an experienced <strong>Financial Advisor</strong> to join its San Ramon office. This is a rare opportunity to step into a meaningful book of recurring-revenue clients and grow your practice with full support from a high-integrity, collaborative team.</p><p><br></p><p><strong>About the Role:</strong></p><p>You’ll provide strategic financial advice and comprehensive planning across investments, retirement, insurance, and more. With a strong client base from day one, you’ll have the freedom to grow your practice while benefiting from a supportive culture and robust infrastructure.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver personalized financial planning tailored to each client’s goals</li><li>Cultivate long-term client relationships through proactive communication</li><li>Monitor market trends and adjust portfolios as needed</li><li>Ensure compliance with industry regulations</li><li>Collaborate with internal teams to optimize client outcomes</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Step into a well-established client base</li><li>High-integrity, growth-oriented team</li><li>Full support to build and expand your practice</li><li>Long-term career potential with competitive compensation and benefits</li></ul><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><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Tax Planner </strong>at a <strong>Nationally recognized Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This is a high-impact opportunity to work closely with experienced advisors and play a key role in shaping sophisticated strategies for a loyal and expanding client base.</p><p> </p><p>The firm offers competitive compensation, performance-based bonuses, flexible work arrangements, and a collaborative culture that values initiative, clear communication, and leadership without ego.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Design and execute advanced tax strategies for high-net-worth individuals, executives, and multi-generational families.</li><li>Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and philanthropic strategies.</li><li>Translate complex tax topics into actionable guidance for clients and internal stakeholders.</li><li>Identify planning opportunities during client engagements and support new business development efforts by articulating the firm’s value.</li><li>Review tax returns to uncover forward-looking strategies and align them with broader financial goals.</li><li>Serve as a visible subject matter expert in client meetings, team discussions, and internal trainings.</li><li>Stay current on tax law changes and proactively advise the team and clients on implications.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<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>Financial Planner – Financial Advisory | San Francisco Bay Area</strong></p><p>A values-driven wealth advisory firm is seeking an experienced <strong>Financial Planner </strong>to join its team. This is a high-impact opportunity for a experienced advisor to lead client relationships, mentor entry-level team members, and deliver holistic financial planning in a collaborative, service-oriented environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Financial Planner, you’ll manage and retain client relationships, develop personalized financial strategies, and mentor Associate Planners. You’ll collaborate with internal teams and external advisors to deliver comprehensive planning across investments, estate, tax, and philanthropic goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead client relationship management and strategic financial planning</li><li>Prepare and review financial documents, cash flow analyses, and portfolio reports</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.)</li><li>Oversee investment policy execution and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate reporting</li><li>Coach and develop Associate Wealth Architects</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Mission-driven firm with a client-first philosophy</li><li>Collaborative team culture focused on growth and well-being</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</li></ul><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>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do’s, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both the client and the senior advisor.</p><p> </p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Senior Advisors with financial planning and investment strategies.</li><li>Participate in client meetings and manage follow-ups.</li><li>Assist with onboarding new clients and building relationships.</li><li>Prepare reports, recommendations, and financial analyses.</li><li>Handle client service tasks, CRM updates, and paperwork.</li><li>Help improve workflows and insurance proposals.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Advisor </strong>at a fiduciary-focused wealth management firm. This is a full-time permanent role based in <strong>San Ramon</strong>.</p><p> </p><p>This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career.</p><p>The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Advisor </strong>at a fiduciary-focused wealth management firm. This is a full-time permanent role based in <strong>San Ramon</strong>.</p><p> </p><p>This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career.</p><p>The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Financial Planner </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a firm where you can make a real impact for high-net-worth clients. As an Associate Advisor, you’ll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs smoothly to support both clients and senior advisors.</p><p>The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture—while keeping work-life balance a true priority.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Senior Advisors to shape financial planning and investment strategies</li><li>Lead client meetings and manage all follow-ups</li><li>Onboard new clients and cultivate strong relationships</li><li>Prepare detailed reports, recommendations, and financial analyses</li><li>Handle client service tasks, CRM updates, and paperwork efficiently</li><li>Improve workflows and optimize insurance proposals</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are seeking an experienced <strong>Accounts Payable Specialist</strong> to join our team on a 4-month contract. The ideal candidate will have <strong>multi-entity AP experience</strong>, exceptional attention to detail, and strong vendor management skills. This role requires proficiency in <strong>NetSuite</strong>, <strong>Coupa</strong>, and <strong>Concur</strong> software.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage full-cycle accounts payable across multiple entities.</li><li>Ensure timely and accurate processing of invoices and expense reports.</li><li>Maintain strong relationships with vendors and resolve discrepancies promptly.</li><li>Collaborate with internal teams to ensure compliance with company policies.</li><li>Utilize NetSuite, Coupa, and Concur for AP processes and reporting.</li></ul><p><strong>Work Schedule</strong></p><ul><li><strong>Onsite:</strong> 4 days per week</li><li><strong>Hybrid:</strong> 1 day remote</li></ul><p><br></p><p><strong>Contract Details</strong></p><ul><li><strong>Duration:</strong> 4 months</li><li><strong>Location:</strong> San Francisco, CA</li></ul>
We are looking for a dedicated Financial Counselor to join our team on a contract basis in Santa Rosa, California. This role is integral to ensuring smooth patient admissions, financial counseling, and the management of self-pay accounts. The Financial Counselor will collaborate with various departments and team members, including the Revenue Cycle Team, Patient Access, case managers, insurance representatives, and healthcare providers.<br><br>Responsibilities:<br>• Facilitate patient admissions by conducting interviews, verifying insurance coverage, and processing necessary paperwork.<br>• Provide financial counseling to patients and their families, offering guidance on payment options and resolving admission-related inquiries.<br>• Manage patient valuables securely during hospital stays and handle monetary transactions such as co-payments and payment arrangements.<br>• Assess private pay accounts, verify insurance details, and coordinate credit and collection procedures to ensure timely account resolution.<br>• Collaborate with case managers, physicians, and other staff to decrease claim denials and increase reimbursement efficiency.<br>• Maintain thorough knowledge of third-party payer processes, Medi-Cal billing requirements, and charity care criteria.<br>• Generate price estimates, analyze financial reports, and ensure timely reporting of accounts.<br>• Handle incoming calls with a detail-oriented approach, providing excellent customer service and timely responses.<br>• Demonstrate strong organizational skills by independently managing workflows and multi-registration processes.<br>• Maintain a detail-oriented demeanor and ensure service excellence in all interactions with patients, peers, and hospital staff.
<p>We are looking for a detail-oriented Patient Services Representative to join our team in Santa Rosa, California. In this contract position, you will play a vital role in supporting patients and their families by providing financial guidance, coordinating admissions, and ensuring smooth front-end processes. This role requires strong communication skills, a proactive approach to resolving account issues, and a commitment to delivering excellent service.</p><p><br></p><p>Responsibilities:</p><p>• Conduct patient interviews to collect necessary information and verify insurance coverage for admissions.</p><p>• Coordinate and process all admissions paperwork while ensuring timely communication with relevant departments.</p><p>• Provide financial counseling to patients and their families, offering payment options and resolving inquiries regarding billing and admissions.</p><p>• Set up payment arrangements for self-pay patients, collect co-payments, and manage patient valuables during their stay.</p><p>• Verify insurance details and eligibility for government programs to ensure accurate billing and reimbursement.</p><p>• Collaborate with nursing units, physicians, social workers, and case managers to address patient financial needs.</p><p>• Analyze high-dollar accounts to reduce denials and increase reimbursements through proactive assessments.</p><p>• Maintain knowledge of charity care processing, federal poverty guidelines, and indigent criteria to support patients in need.</p><p>• Generate price estimates, review charge description master data, and manage daily, weekly, and monthly financial reports.</p><p>• Handle incoming calls professionally and provide timely assistance to patients and other stakeholders.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>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.</p><p> </p><p><strong>Responsibilities: </strong></p><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><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
