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18 results for Financial Plannerassociate Advisor in San Ramon, CA

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent / Full Time
175000 - 225000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Join 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 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.
2026-08-21T00:00:00Z

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.
2026-08-07T00:00:00Z

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.
2026-08-14T00:00:00Z

Wealth Advisor

Mountain View, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Step Into a Lead Planner Role — Real Client Exposure, Real GrowthJennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path. If you’re interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation. What You’ll Own<ul><li>Partner directly with senior advisors in client meetings and relationship management</li><li>Translate client goals and financial data into comprehensive planning strategies</li><li>Build and refine financial plans, investment frameworks, and client deliverables</li><li>Collaborate across investments, planning, and client service teams to execute strategies</li><li>Support implementation—working alongside CPAs, attorneys, and other external partners</li><li>Prepare polished presentations and communications for clients and prospects</li><li>Help enhance internal systems, workflows, and planning tools</li></ul>
2026-08-11T00:00:00Z

Real Estate Associate

San Francisco, CA
onsite
Temporary / Contract
29 - 31 USD / Hourly
We are seeking a customer-focused Property Administrator to support the day-to-day operations of a commercial office building. This role serves as a primary point of contact for tenants, assisting with tenant requests, work orders, move-ins/move-outs, and administrative support while partnering with security, engineering, and janitorial teams to ensure a positive tenant experience.Key Responsibilities<ul><li>Respond to tenant emails and requests in a timely manner.</li><li>Coordinate tenant move-ins, move-outs, and building-related requests.</li><li>Create, manage, and redispatch work orders as needed.</li><li>Maintain calendars and track tenant service requests.</li><li>Partner with security, engineering, and janitorial teams to resolve building issues.</li><li>Answer incoming phone calls and escalate concerns when appropriate.</li><li>Assist with general office administration and recordkeeping.</li><li>Follow established property management processes and procedures.</li><li>Support tenant communications and provide exceptional customer service.</li></ul>
2026-07-31T00:00:00Z

Senior Wealth Analyst – Portfolio Management + Financial Pla

Oakland, CA
onsite
Permanent / Full Time
115000 - 145000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Senior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco. If you're a Wealth Analyst who wants to move beyond simply preparing reports and actually get closer to portfolio management, financial planning, investment management, and clients, this could be a great next step. 💰 Up to $115K–$145K base (stretch) + up to 20% bonus + profit sharing📍 San Francisco Financial District🏢 Hybrid – 2 days/week in office 🚀 Why This Role Stands OutYou'll work directly alongside Wealth Managers and gain exposure across the full wealth management process—not just one narrow piece of it.Your work will include:📊 Portfolio management & analysis📈 Investment management🧮 Financial planning & modeling📋 Quarterly portfolio reviews🤝 Preparing materials for client meetings💡 Supporting Wealth Managers with high-level client strategies And importantly, this is a role with a path forward. The team structure provides a clear progression from Wealth Analyst → Senior Wealth Analyst → Wealth Advisor → Wealth Manager.
2026-08-17T00:00:00Z

Client Associate - Advisor Track | RIA Firm

San Francisco, CA
onsite
Permanent / Full Time
75000 - 80000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Job Title: Client Operations Specialist Location: San Francisco; HybridSalary: $75-80k + Bonus Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement. Responsibilities:<ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
2026-08-13T00:00:00Z

Estate Planning Attorney

Los Gatos, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an Estate Planning Attorney to support clients with a wide range of matters involving estate planning, probate, and trust administration. This role is ideal for a legal specialist who can prepare accurate documentation, manage court-related filings, and communicate clearly with clients and involved parties. The attorney will play a key role in guiding matters from document preparation through filing and administration while maintaining organized case records. Responsibilities: • Develop estate planning instruments, including trusts, wills, and powers of attorney, tailored to client needs and legal requirements. • Prepare and submit pleadings, petitions, and supporting materials for probate proceedings in the appropriate courts. • Compose clear written communications related to probate, trust administration, and estate planning matters for clients, courts, and third parties. • Assemble and file documents required by county offices, ensuring completeness, accuracy, and timely submission. • Draft real property transfer documents, such as deeds, affidavits, and related disclosure forms, in support of estate and trust matters. • Manage legal documentation and case materials through routine administrative support, including scanning, copying, and maintaining organized file records. • Assist with trust and estate administration tasks by tracking required documentation and helping move matters forward efficiently.
2026-08-17T00:00:00Z

Estate Planning Attorney

San Rafael, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
We are looking for an experienced Estate Planning Attorney in San Rafael, California. The position offers a hybrid work environment, with three days in the office and two days working remotely.
2026-08-07T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35 - 49.5 USD / Hourly
We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives. Responsibilities:• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.
2026-08-20T00:00:00Z

Financial Analyst

Mountain View, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
Financial AnalystThe Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.Key Responsibilities<ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Collaborate with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul>
2026-08-21T00:00:00Z

Financial Analyst

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
LOCAL BAY AREA CANDIDATES ONLY FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting. Responsibilities:Partner with business leaders to provide financial analysis and support decision-making.Build financial models for forecasting, pricing, profitability, and investments.Analyze monthly results, identify variances, and recommend improvements.Support budgeting, forecasting, and long-range planning.Standardize and improve financial processes, reporting, and analytics.Automate reporting and enhance data quality through continuous improvement.Prepare KPI dashboards, management reports, and executive presentations.Collaborate with operations, engineering, supply chain, and accounting teams.Support audits, compliance, and internal controls.Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.Develop a strong understanding of manufacturing operations and financial drivers.
2026-08-21T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
42 - 55 USD / Hourly
We are seeking a Financial Analyst to support budgeting, forecasting, financial reporting, and performance analysis for a growing San Francisco organization. This hybrid contract role will work with accounting and business leaders to provide clear and actionable financial insights.Responsibilities<ul><li>Prepare monthly financial reports, forecasts, and budget-to-actual analyses.</li><li>Analyze revenue, expenses, headcount, and operational performance.</li><li>Maintain financial models and departmental reporting schedules.</li><li>Investigate financial variances and communicate key business drivers.</li><li>Partner with department leaders to gather forecasting assumptions.</li><li>Assist with annual budgeting and long-range planning activities.</li><li>Develop dashboards and management presentations.</li><li>Validate financial data across accounting and planning systems.</li><li>Support scenario analysis and business-case development.</li><li>Improve reporting processes through Excel, Power BI, or other tools.</li></ul>
2026-08-13T00:00:00Z

Financial Analyst

Oakland, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with 2-4 years of experience to join our client's growing finance team. This individual will support budgeting, forecasting, financial reporting, variance analysis, and strategic business initiatives. The ideal candidate is highly proficient in Excel, experienced with SQL or Power BI, and able to transform financial data into actionable insights for business leaders. Key Responsibilities<ul><li>Prepare monthly, quarterly, and annual financial reports and analyses.</li><li>Perform budget-to-actual and forecast-to-actual variance analysis.</li><li>Assist with annual budgeting, forecasting, and long-range financial planning.</li><li>Build and maintain financial models to support business decision-making.</li><li>Analyze revenue, expenses, profitability, and key business drivers.</li><li>Partner with Accounting during month-end close activities.</li><li>Develop dashboards and reporting packages for leadership.</li><li>Identify trends, risks, and opportunities through data analysis.</li><li>Support ad hoc financial projects, process improvements, and strategic initiatives.</li><li>Present findings and recommendations to management.</li></ul>
2026-08-06T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a detail-oriented Financial Analyst to support portfolio reporting and data management for a team based in Menlo Park, California. This is a Contract position with part-time hours of approximately 20 per week, offering an opportunity to contribute to financial analysis, reporting preparation, and portfolio data accuracy in a hybrid work environment. The ideal candidate will be comfortable working with investment-related financial information, building organized reporting materials, and collaborating with senior stakeholders. Responsibilities: • Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making. • Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions. • Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format. • Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting. • Update and manage relevant records in Salesforce to keep internal information current and reliable. • Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
2026-08-20T00:00:00Z

Fund Accountant | Private Equity Firm

Burlingame, CA
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. A leading investment firm is seeking a Fund Accountant to support fund accounting, financial reporting, and broader finance operations. This role will work closely with the Senior Accounting Manager and Assistant Controller, as well as internal Legal and Investor Relations teams. ResponsibilitiesFund & Management Company Accounting<ul><li>Assist with wires related to capital distributions, redemptions, and expenses.</li><li>Support quarterly and annual close, including financial statements, supporting schedules, and valuation-related work.</li><li>Work closely with the external fund administrator to review and monitor books and records.</li><li>Prepare quarterly investor reports and supporting schedules.</li><li>Assist with complex valuations, public comparable analyses, and liquidation waterfalls.</li><li>Monitor and coordinate the collection of financial data from privately held portfolio companies.</li><li>Maintain documentation in accordance with finance policies and procedures.</li><li>Liaise with external auditors and support year-end audit and tax preparation.</li></ul>Investor & Limited Partner Support<ul><li>Partner with Finance and Investor Relations teams on capital call and distribution allocations.</li><li>Prepare investor notices and related supporting materials.</li><li>Track and prepare Limited Partner and portfolio company audit confirmations.</li><li>Assist with improving and automating the confirmation process.</li></ul>
2026-08-13T00:00:00Z

Finance Coordinator

Lodi, CA
onsite
Temporary to Hire
26.6 - 30.8 USD / Hourly
We are looking for an Operations and Finance Coordinator to join a manufacturing organization in Lodi, California on a contract basis with the potential for a permanent position. This position supports both finance and customer-facing operations by helping maintain accurate account records, coordinating order-related administration, and assisting with billing and collections activities. The role is well suited for someone who brings solid accounting knowledge, strong attention to detail, and the ability to work effectively across departments in a fast-paced environment. Responsibilities:• Maintain customer account records with a high degree of accuracy, ensuring billing details, payment information, and account updates are entered correctly.• Support order administration by reviewing transactions, coordinating documentation, and helping resolve discrepancies that affect customer accounts.• Prepare and process invoices, monitor outstanding balances, and assist with collection follow-up to promote timely payment activity.• Enter and verify financial and operational data in QuickBooks, Odoo, and related systems to preserve reliable reporting and account integrity.• Serve as a point of coordination between customer service and finance teams to address account questions, payment issues, and order-related concerns.• Assist with daily accounting support functions, including tasks related to accounts payable and accounts receivable coverage as needed.• Review transaction records for completeness and accuracy, identifying errors and escalating issues for resolution when appropriate.• Contribute to ongoing operational processes by organizing records, maintaining documentation, and supporting efficient workflow execution.
2026-08-05T00:00:00Z

Finance Coordinator

Livermore, CA
onsite
Temporary / Contract
33 - 34 USD / Hourly
This is a Long-term Contract opportunity offering a hybrid work arrangement and the chance to contribute to a fast-paced environment focused on accuracy, communication, and operational support. The ideal candidate will bring strong organizational skills, confidence working with vendors and internal partners, and the ability to manage multiple finance-related tasks efficiently. Responsibilities:• Create and maintain purchase orders while ensuring information is complete, accurate, and aligned with internal guidelines.• Communicate with vendors to address questions, follow up on outstanding items, and help resolve billing-related issues in a timely manner.• Review, track, and process vendor invoices to support smooth financial operations and proper documentation.• Partner with facilities and internal support teams to coordinate requests, scheduling needs, and operational follow-through.• Assist with finance-related projects designed to improve workflows, support implementation activities, and strengthen team processes.• Help organize and support training sessions tied to updated procedures, tools, or process enhancements.• Prepare spreadsheets, records, and status updates using Microsoft Excel and other business systems to keep information current and accessible.• Provide general coordination support to the finance team by managing priorities, responding to ad hoc requests, and maintaining clear communication across stakeholders
2026-07-30T00:00:00Z