<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Senior Wealth Advisor </strong>at a <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>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> at a well-established <strong>wealth advisory firm</strong>. This is a full-time permanent role based in <strong>Palo Alto</strong> with a <strong>Hybrid</strong> flexible schedule.</p><p> </p><p>The fast growing firm serves high-net-worth clients—including tech executives and entrepreneurs—offering tailored planning and investment strategies.</p><p> </p><p>This is a great opportunity to deepen your experience in financial planning, work alongside experienced advisors, and grow within a collaborative, client-focused environment. You'll enjoy strong mentorship, professional development support, a team-oriented culture, competitive pay, and a comprehensive benefits package.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain client relationships by anticipating needs and offering tailored solutions</li><li>Lead client onboarding to ensure a smooth and professional experience</li><li>Coordinate with external partners (CPAs, attorneys, etc.) to support client goals</li><li>Assist in planning around equity comp, philanthropy, estate strategies, and more</li><li>Provide support for portfolio analysis and client communications</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 Planner</strong> at a growing <strong>wealth management </strong>firm in <strong>San Ramon.</strong> This is a full-time, permanent role with a <strong>hybrid </strong>schedule.</p><p><br></p><p>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.</p><p><br></p><p>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.</p><p><br></p><p><strong>Responsibilities:</strong></p><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><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p><strong>Role: Senior Wealth Advisor</strong></p><p><strong>Location: San Francisco; hybrid (2 days in office)</strong></p><p><strong>Salary: $120-190k+ DOE + bonus + benefits </strong></p><p> </p><p>We’re excited to partner with a nationally recognized wealth management and financial advisory firm that provides comprehensive financial services to high-net-worth and ultra-high-net-worth individuals, families, and organizations. With over $110 billion in assets under management, this firm continues to grow and make a meaningful impact in the industry.</p><p> </p><p>As part of their continued success, they are looking to add a <strong>Senior Wealth Advisor</strong> to their team—someone who is passionate about delivering personalized financial strategies and helping clients achieve their long-term goals. This is an excellent opportunity to join a respected firm with a collaborative culture and strong commitment to client service.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as a primary advisor high volume of clients, offering personalized financial planning and investment advice.</li><li>Lead end-to-end client meetings, including preparation, facilitation, and follow-up.</li><li>Develop customized investment strategies aligned with client goals.</li><li>Build lasting relationships through ongoing financial guidance and planning.</li><li>Respond promptly to client needs with a service-first mindset.</li><li>Mentor and support junior staff, contributing to team growth and performance.</li><li>Collaborate with Partners to ensure consistent client service and operational efficiency.</li><li>Maintain high ethical standards and ensure regulatory compliance.</li><li>Drive business growth by sourcing new clients and deepening existing relationships.</li><li>Independently manage client engagements and deliver comprehensive planning solutions.</li></ul><p> </p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a growing<strong>, </strong>client-focused<strong> Registered Investment Advisor (RIA)</strong>. This is a full-time permanent role based in <strong>San Mateo County </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA helps individuals and families reach financial wellness with care and clarity. This role is perfect for someone who enjoys building relationships and wants to make a real impact in people’s financial lives.</p><p> </p><p>You'll be part of a collaborative, high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low turnover, and excellent work-life balance. With strong growth, consistent investment performance, and profit-sharing opportunities, this is a great place to build a lasting career.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Serve as the first point of contact for clients with professionalism and warmth</li><li>Manage client service requests and support Wealth Advisors</li><li>Prepare and process account paperwork accurately and on time</li><li>Handle account maintenance (transfers, RMDs, client instructions)</li><li>Monitor daily custodian alerts and follow up as needed</li><li>Support client onboarding, account setup, and CRM updates</li><li>Help coordinate meetings and maintain service calendars</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a detail-oriented Financial Analyst to join our clients team in San Ramon, California. This long-term contract position offers the opportunity to work on complex financial models, enhance reporting processes, and support strategic decision-making by delivering accurate financial data and insights. If you have a passion for data analysis, forecasting, and process improvement, we encourage you to apply.</p><p><br></p><p>This is a fully remote position but occasional onsite visits may be needed. Applicants must be local to the Bay Area. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Compile and verify financial datasets from various sources to ensure accuracy and consistency.</p><p>• Investigate and resolve data discrepancies to maintain high-quality reporting standards.</p><p>• Collaborate with governance teams to align financial data with compliance and organizational standards.</p><p>• Identify inefficiencies in data preparation workflows and implement improvements to streamline processes.</p><p>• Prepare enterprise-level financial reports, focusing on global metrics and intercompany considerations.</p><p>• Work with IT and Treasury teams to address data inconsistencies and align reporting systems with key performance indicators.</p><p>• Analyze data trends and variances to provide actionable insights for senior leaders and financial business partners.</p><p>• Assist with enterprise-wide reporting exercises, including compensation plan analysis and budget reconciliation.</p><p>• Build and refine financial forecasting models to support budgeting and resource allocation processes.</p><p>• Partner with finance teams to enhance and automate reporting templates and forecasting tools.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a<strong> Junior Client Services Associate</strong> at a growing wealth management firm. This is a full-time permanent role based in <strong>San Mateo County</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>The firm provides tailored financial solutions to professionals, business owners, and families—and offers a strong mix of stability, growth, and a supportive culture. This is a great opportunity to be part of a collaborative, people-first team. Enjoy a firm-wide profit sharing and bonuses, and a “work hard, play hard” environment with high employee retention and consistent growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Schedule and coordinate client meetings</li><li>Maintain and improve admin processes; update CRM regularly</li><li>Support advisors and executives with day-to-day tasks</li><li>Greet clients and visitors; serve as the main point of contact</li><li>Answer and direct phone calls; manage follow-ups</li><li>Send cards, gifts, and other client touches</li><li>Help organize team events and client gatherings</li><li>Coordinate meeting logistics, lunches, and programs</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 Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance.</li><li>Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides.</li><li>Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End).</li><li>Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit.</li><li>Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items.</li><li>Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.</li></ul>
<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p>Job Posting: Finance & Operations Associate – Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $110-150k (DOE) + Bonus</p><p> </p><p>Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing.</p><p> </p><p>We are partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Planner</strong> at a growing <strong>wealth management </strong>firm in <strong>San Ramon.</strong> This is a full-time, permanent role with a <strong>hybrid </strong>schedule.</p><p><br></p><p>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.</p><p> </p><p><strong>Responsibilities:</strong></p><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><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Seeking a nearly 100% remote job? We are looking for an experienced Lead Financial Analyst to join our team at the company headquartered in the East Bay. This role requires a detail-oriented individual who can leverage financial insights to support strategic decision-making and enhance business performance. The ideal candidate will excel in managing complex financial data and collaborating across teams to drive impactful results.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Collaborates with senior leadership to analyze regional financial performance and guide decisions on pricing, resource allocation, and compensation strategies.</li><li>Advises mid-level leaders by interpreting financial data and recommending region-specific strategies to optimize profitability.</li><li>Develops and presents financial reports, forecasts, and scenario analyses to align operational plans with company goals.</li><li>Partners with Financial Analysts and Finance Intelligence to build models that support tactical and strategic decision-making.</li><li>Integrates predictive analytics into revenue planning and monitors key variances to refine forecasts and hit performance targets.</li><li>Supports compensation planning by validating data and suggesting adjustments based on trends and KPIs.</li><li>Guides leadership through changing market conditions, aligning strategies with business objectives and financial goals.</li><li>Facilitates regular financial reviews with regional leaders to enhance efficiency and execution.</li><li>Ensures compliance with financial regulations (GAAP, IFRS, SOX) and corporate governance through audits and documentation.</li><li>Collaborates cross-functionally to identify inefficiencies, drive process improvements, and align regional tools with operational needs.</li><li>Mentors junior team members and promotes best practices in financial analysis and reporting.</li></ul>
<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p>Job Title: Senior Analyst, Portfolio Finance</p><p>Location: Menlo Park/San Francisco (Hybrid)</p><p>Salary: $120-150k base + bonus</p><p> </p><p>We’re excited to partner with a premier Venture Capital firm based in the heart of Silicon Valley, known for its focus on early-stage and growth companies. As they continue to expand, they’re looking for a talented Senior Analyst, Portfolio Finance Associate to join their dynamic team. This is an incredible opportunity to work with cutting-edge startups and play a key role in shaping the future of innovative businesses.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li><strong>Portfolio Monitoring (60%)</strong>: 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><strong>Fund Analytics & Valuation (20%)</strong>: 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><strong>Operations (20%)</strong>: 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><strong>Culture & Team Contribution</strong>: 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><p> </p>
<p>Colleen McAuliffe is seeking a Financial Cost Analyst for an organization to join its finance and accounting team in the <strong>Silicon Valley area. .</strong> This role supports critical functions across financial planning, cost accounting, project analysis, and government contracting. The ideal candidate will bring strong analytical abilities, attention to detail, and effective communication skills to drive financial accuracy and compliance for federally funded initiatives.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze monthly financial results and compare actual performance against forecasts and budgets.</li><li>Prepare, review, and submit monthly billing statements in accordance with internal standards and government requirements.</li><li>Perform detailed financial and cost accounting analyses, including funding profiles, cost variances, and rate assessments.</li><li>Collaborate with internal teams and external auditors to support successful government audit outcomes.</li><li>Monitor project expenditures and ensure alignment with financial plans and contract terms.</li><li>Manage and optimize the Unanet Accounting System, continuously improving financial tools, reporting, and processes to enhance operational efficiency.</li></ul><p><br></p>
<p>Our client in San Ramon is seeking an experienced Senior Financial Analyst for a leave coverage. In this role, you will play a critical part in supporting FP& A relationships with senior executive leadership while driving insights and analysis to inform strategic decisions. You will also collaborate with cross-functional teams and contribute to financial planning, reporting, and compliance efforts. This role is 100% remote although priority will be given to Bay Area and Ohio-based consultants. Expected pay is $50-$55/hr. depending on location.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with senior executive leadership to support financial planning and analysis efforts.</p><p>• Develop a comprehensive understanding of the global financial data governance model and its application to assigned portfolios.</p><p>• Collaborate with business units and corporate teams to gain insights into evolving business models and strategies.</p><p>• Contribute to the annual operating plan process by performing detailed analysis, preparing templates, and generating reports.</p><p>• Monitor performance targets, identify trends or gaps, and propose actionable solutions to meet organizational goals.</p><p>• Partner with teams such as recruiting, procurement, and real estate to ensure spending aligns with approved budgets.</p><p>• Conduct cost rate reviews and provide accounting support for corporate relationships.</p><p>• Lead or participate in initiatives focused on business growth, process simplification, and productivity improvements.</p><p>• Prepare financial models, capital budgets, and high-value analyses to support decision-making processes.</p><p>• Assist in the creation of dashboards and management reports to enhance visibility into business performance.</p>
<p>We are currently hiring a <strong>full-time Financial Analyst</strong> as a consultant to support a large, publicly traded company based in <strong>San Ramon</strong>. This is a great hybrid opportunity to join a high-performing team in a well-established organization, providing critical financial analysis and support to key business operations. The Senior Analyst is a key member of the organization, responsible for providing data-driven insights and recommendations to support decision-making. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Revenue Analysis and Financial Reporting:</strong></p><ul><li>Analyze revenue trends and variances to identify key business drivers, risks, and opportunities.</li><li>Prepare accurate, timely reports for senior leadership, including revenue forecasting and budget adherence.</li><li>Contribute to the development of robust revenue recognition policies following applicable regulatory and GAAP standards.</li></ul><p><strong>ERP System Expertise:</strong></p><ul><li>Leverage expertise with large ERP platforms (e.g., SAP, Oracle, Workday) to streamline financial processes and provide end-user support.</li><li>Partner with IT or system administrators to optimize ERP system functionalities for accounting and financial reporting purposes.</li></ul><p><strong>Public Experience and Audit Support:</strong></p><ul><li>Apply prior public accounting experience to ensure compliance with audit procedures and maintain high-quality standards.</li><li>Liaise with external auditors to facilitate an efficient audit process, addressing inquiries and providing supporting documentation.</li></ul><p><br></p><p><br></p><p><br></p>
<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p><strong>Role: Operations Specialist - Wealth Management </strong></p><p><strong>Location: San Francisco; hybrid (3 days in office)</strong></p><p><strong>Salary: $80-100k + Bonus + Great Benefits!</strong></p><p> </p><p>We’re excited to partner with a growing wealth management firm in a beautiful office located in San Francico's financial district! This boutique firm has $2.4 billion AUM and is seeking an Operations Specialist to assist with their back-office and client interaction! Great opportunity for someone who wants to support daily operations for both the firm and clients! You will be working directly under the Chief Operating Officer.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Manage and update client accounts using Orion and RedBlack platforms</li><li>Support data integrity initiatives by performing confidential data reviews and cleanups</li><li>Contribute to client billing processes and reconciliation activities to ensure accuracy</li><li>Assist in the preparation and tracking of performance reports for internal and client use</li><li>Provide support on various compliance-related tasks and contribute to special projects as needed</li></ul><p><br></p>
<p>Are you an experienced financial analyst with a passion for working in dynamic environments? Robert Half is seeking a skilled <strong>Financial Analyst</strong> for a <strong>temp-to-hire opportunity</strong> with one of our well-regarded clients in <strong>San Ramon, CA</strong>. This is your chance to leverage your analytical expertise in a public company setting and contribute to strategic decision-making in a collaborative and fast-paced environment.</p><p><strong>** For immediate consideration, apply and contact Julian Sanchez on LinkedIn **</strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze and interpret financial data to prepare accurate and timely reports to internal stakeholders.</li><li>Collaborate with cross-functional teams to build financial models, support forecasting, and assist in budgeting processes.</li><li>Conduct variance analyses to identify trends and provide actionable insights.</li><li>Monitor KPIs and provide recommendations for financial performance improvement.</li><li>Assist with compliance, internal audits, and SOX requirements for public company reporting.</li><li>Work closely with senior management on ad hoc financial projects and special initiatives.</li></ul>
