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37 results for Associate Advisor Financial Planning Advisor Track in San Ramon, CA

Associate Advisor | Advisor Track!

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Interested in learning more? Connect and send a message to Jennifer Fukumae on LinkedIn to start a conversation! 🚨 Now Hiring: Associate Advisor | San Ramon, CAAre you looking to build a long-term career in wealth management and become a Financial Advisor?A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers. Why join?✔ Strong mentorship from experienced advisors✔ Clear path for internal promotion and career growth✔ Exposure to the full financial planning process✔ Collaborative, team-oriented culture✔ Support for CFP® and professional development In this role, you'll partner with Senior Advisors to prepare financial plans, support client meetings, analyze client data, implement planning recommendations, and help deliver an exceptional client experience.
2026-07-11T00:00:00Z

Financial Planner, Associate Advisor - Clear Growth

San Francisco, CA
onsite
Permanent / Full Time
145000 - 185000 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams I am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly. The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers. Why This Opportunity Stands Out<ul><li>Direct partnership with highly experienced advisors and leadership</li><li>Opportunity to inherit and transition client relationships from a retiring advisor</li><li>Clear path toward greater client ownership and revenue participation</li><li>Comprehensive planning approach that extends beyond investments</li><li>Collaborative, team-oriented culture with a strong "people-first" philosophy</li><li>Significant opportunities for professional growth and advancement</li><li>Access to sophisticated planning resources and internal specialists</li><li>Stable platform with continued organic and acquisition-driven growth</li></ul>As a Senior Financial Planner / Associate Advisor, you will serve as a trusted partner to both clients and lead advisors, helping deliver comprehensive wealth management advice while taking increasing ownership of client relationships over time. You will play a highly visible role in client engagement, financial planning, relationship management, and practice growth initiatives. This position offers a unique opportunity to work closely with established advisors while building the experience, confidence, and client relationships necessary for long-term success as a lead advisor.
2026-06-25T00:00:00Z

Take the Next Step in Wealth Management | Financial Advisor

Foster City, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Financial Advisor | High-Growth Independent Wealth Management FirmCompensation: Up to $140K Base + Bonus Locations: San Francisco or Walnut Creek (Hybrid 2–3 days/week) If you're a Financial Advisor looking for more than just another advisory role, this is an opportunity to join a fast-growing independent wealth management firm where you'll have real client ownership, direct access to leadership, and a clear path for long-term growth. This isn't a place where you're buried under layers of bureaucracy or competing with office politics.You'll join a close-knit team of experienced advisors that values collaboration, work-life balance, and delivering truly personalized financial advice. What You'll Do✔ Build long-term relationships with clients and serve as their trusted advisor ✔ Develop personalized financial plans and investment strategies ✔ Manage an existing client base while helping grow the business organically ✔ Conduct portfolio reviews and provide ongoing planning guidance ✔ Collaborate closely with an experienced team in a highly supportive environment
2026-06-26T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-03T00:00:00Z

Financial Advisor

Pescadero, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment. Responsibilities<ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z

Financial Advisor

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | Walnut Creek | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-24T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z

Lead Financial Planner

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-07-10T00:00:00Z

Financial Planner - Growing RIA

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing 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>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-07-02T00:00:00Z

Wealth Analyst | High-Growth Opportunity with Partner Track

Oakland, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Compensation: Up to $120K + Bonus (up to 20%) + Profit Sharing Location: San Francisco Financial District (Hybrid – 2 days/week) If you're looking for a role that goes far beyond spreadsheets and support work, this could be the career move you've been waiting for. Join a highly respected wealth management firm that advises ultra-high-net-worth individuals and multi-generational families, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning. This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst. What You'll Do✔ Build and refine comprehensive financial plans ✔ Analyze investment portfolios and prepare client recommendations ✔ Create portfolio models and performance reports ✔ Prepare materials for client meetings and participate in client discussions ✔ Partner closely with Wealth Managers on sophisticated planning and investment strategies
2026-06-26T00:00:00Z

Financial Planning Manager | Established RIA Firm

Walnut Creek, CA
onsite
Permanent / Full Time
175000 - 200000 USD / Yearly
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.📍 Walnut Creek, CA (Hybrid – 2 days onsite)💰 $175,000 – $220,000 base salary DOE⏰ Family Fridays – the firm closes at 1PM every FridayAn established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.What This Role Looks LikeThis position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.You will:<ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul>ResponsibilitiesAs the Financial Planning Manager, you will:<ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul>
2026-06-30T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-07-06T00:00:00Z

Financial Advisor | Own Client Relationships & Accelerate Yo

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Financial Advisor | High-Growth Independent Wealth Management FirmCompensation: Up to $140K Base + Bonus Locations: San Francisco or Walnut Creek (Hybrid 2–3 days/week) If you're a Financial Advisor looking for more than just another advisory role, this is an opportunity to join a fast-growing independent wealth management firm where you'll have real client ownership, direct access to leadership, and a clear path for long-term growth. This isn't a place where you're buried under layers of bureaucracy or competing with office politics.You'll join a close-knit team of experienced advisors that values collaboration, work-life balance, and delivering truly personalized financial advice. What You'll Do✔ Build long-term relationships with clients and serve as their trusted advisor ✔ Develop personalized financial plans and investment strategies ✔ Manage an existing client base while helping grow the business organically ✔ Conduct portfolio reviews and provide ongoing planning guidance ✔ Collaborate closely with an experienced team in a highly supportive environment
2026-06-26T00:00:00Z

Financial Advisor Opportunity | Client-Facing Role • Hybrid

Oakland, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Financial Advisor | High-Growth Independent Wealth Management FirmCompensation: Up to $140K Base + Bonus Locations: San Francisco or Walnut Creek (Hybrid 2–3 days/week) If you're a Financial Advisor looking for more than just another advisory role, this is an opportunity to join a fast-growing independent wealth management firm where you'll have real client ownership, direct access to leadership, and a clear path for long-term growth. This isn't a place where you're buried under layers of bureaucracy or competing with office politics.You'll join a close-knit team of experienced advisors that values collaboration, work-life balance, and delivering truly personalized financial advice. What You'll Do✔ Build long-term relationships with clients and serve as their trusted advisor ✔ Develop personalized financial plans and investment strategies ✔ Manage an existing client base while helping grow the business organically ✔ Conduct portfolio reviews and provide ongoing planning guidance ✔ Collaborate closely with an experienced team in a highly supportive environment
2026-06-26T00:00:00Z

Lead Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Lead Wealth Advisor | Wealth Management Firm | SF; 2 Days Onsite Our client is a highly regarded wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. This is an exceptional opportunity to advise sophisticated clients, lead complex relationships, and work alongside a collaborative team dedicated to delivering personalized wealth planning and investment solutions. Join a growing, relationship-driven firm where you'll have significant client exposure, direct access to leadership, and a clear path for long-term growth. The firm offers a collaborative, low-ego culture, flexible hybrid schedule, strong work-life balance, continuing education support, competitive compensation, bonus, profit sharing, and partnership potential. Responsibilities<ul><li>Lead and manage complex client relationships as a trusted advisor </li><li>Deliver comprehensive wealth management, investment, and financial planning advice </li><li>Develop customized investment strategies and long-term planning recommendations </li><li>Partner with internal specialists to provide holistic client solutions </li><li>Lead client meetings, portfolio reviews, and ongoing relationship management </li><li>Oversee onboarding, account activity, and client service execution </li><li>Support business development through referrals and relationship building </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Financial Planning Lead - Wealth Management - 1day/onsite

Alamo, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 1 Day ONSITE A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families. This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance. Responsibilities<ul><li>Lead the financial planning function and set standards</li><li>Manage, mentor, and develop the planning team</li><li>Review and refine complex planning deliverables</li><li>Partner with clients and advisors on advanced planning needs</li><li>Improve workflows, processes, and team efficiency</li><li>Drive accountability, quality, and performance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development. Responsibilities<ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-06-25T00:00:00Z

Sr. Financial Accountant

San Mateo, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
Senior Financial Accountant About the OpportunityRobert Half is partnering with a well-established organization seeking an experienced Senior Financial Accountant to support its corporate accounting and financial reporting functions. This position plays a key role in the monthly close process, general ledger maintenance, payroll-related accounting, financial reporting, budgeting support, and audit preparation. The ideal candidate is detail-oriented, analytical, and comfortable working in a fast-paced environment with multiple priorities. Key ResponsibilitiesGeneral Ledger, Month-End Close & Financial Reporting<ul><li>Prepare and post monthly journal entries and perform account reconciliations in accordance with established close deadlines.</li><li>Maintain the integrity of the general ledger and ensure accurate financial reporting.</li><li>Perform bank reconciliations, investigate discrepancies, and resolve outstanding reconciling items.</li><li>Analyze account activity and research variances to ensure financial accuracy.</li><li>Prepare monthly financial statements, supporting schedules, and management reporting packages.</li><li>Maintain fixed asset records, including additions, disposals, and depreciation schedules.</li><li>Record payroll-related journal entries, accruals, and reconciliations while partnering with internal teams to ensure payroll accuracy.</li><li>Assist with monthly, quarterly, and year-end close activities and maintain accounting system data.</li></ul>Audit & Compliance<ul><li>Prepare audit schedules and supporting documentation for external auditors.</li><li>Assist with annual financial statement audits and regulatory reporting requirements.</li><li>Ensure accounting records comply with GAAP and company policies.</li><li>Support internal controls and process improvement initiatives.</li></ul>Budgeting & Financial Analysis<ul><li>Assist with the annual budgeting process and ongoing forecast updates.</li><li>Analyze budget-to-actual results and prepare variance reports for management.</li><li>Support departmental leaders by providing financial analysis and responding to reporting requests.</li></ul>Additional Accounting Responsibilities<ul><li>Prepare financial reporting for affiliated entities and business units.</li><li>Assist with cost allocations and shared expense calculations.</li><li>Maintain supporting schedules and documentation for various accounting transactions.</li><li>Participate in special projects and process improvement initiatives as assigned.</li></ul>
2026-07-06T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools. Responsibilities: • Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions. • Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses. • Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review. • Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams. • Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials. • Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs. • Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews. • Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
2026-07-08T00:00:00Z

Sr. Financial Analyst

San Jose, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. This role is 100% onsite, and will require up to 10% travel to the various plant locations This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results. Responsibilities:• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.
2026-06-25T00:00:00Z

VC Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
130000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Join a successful fast growing early-stage venture capital firm. Gain exposure to investing, fund operations, and high-growth startups. The firm invests in AI, software, fintech, and infrastructure companies, offering the opportunity to work closely with experienced investors and gain insight into how startups are funded, evaluated, and scaled. You'll work directly with partners and leadership across fund accounting, investor reporting, valuations, portfolio analysis, and strategic initiatives while gaining exposure to the full venture capital lifecycle. It's an opportunity to learn the business, take on meaningful responsibility, and grow alongside a rapidly expanding firm. Responsibilities<ul><li>Support capital calls, distributions, waterfalls, and NAV reporting</li><li>Assist with investor reporting, audits, tax coordination, and fund administration</li><li>Support portfolio monitoring, valuation analysis, and investment reporting</li><li>Work with SPVs, co-investment vehicles, SAFEs, and convertible instruments</li><li>Help drive month-end, quarter-end, and year-end close processes</li><li>Improve reporting processes, workflows, and operational efficiency</li><li>Partner with leadership on key finance and operational initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z