<p><strong>Michelle Espejo </strong>with<strong> Robert Half Financial Services</strong> is recruiting for a <strong>Financial Advisor</strong> at a thriving RIA. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a leading Registered Investment Advisor with $10 billion in assets under management. They’re seeking an energetic and dedicated Associate Advisor to join their team. This is a great opportunity to contribute to the financial success of high-net-worth clients in a firm that values excellence, collaboration, and continuous growth.</p><p><br></p><p>Enjoy a hybrid work model, comprehensive healthcare benefits, generous PTO, and a strong focus on professional development—all in a role designed to support a fulfilling and impactful career.</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Be the go-to contact for client communications, building lasting relationships.</li><li>Assess client portfolios and deliver strategic, personalized recommendations.</li><li>Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.</li><li>Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>Are you passionate about delivering exceptional client service in the financial services industry? A well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic team. This is an exciting opportunity for a seasoned professional looking to deepen their expertise and grow their career in wealth management.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Client Service Associate, you will play a pivotal role in supporting high-net-worth clients and ensuring the smooth operation of portfolio management activities. You’ll be part of a collaborative team that values continuous learning, professional development, and operational excellence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver high-touch service to sophisticated clients</li><li>Manage account openings, transfers, closures, and related documentation</li><li>Prepare and process trades and client transactions efficiently</li><li>Support client meetings with performance reports and investment data</li><li>Maintain accurate and confidential client records</li><li>Ensure compliance with regulatory standards and internal policies</li><li>Monitor client communications and respond promptly</li><li>Track client scheduling and meeting documentation</li><li>Reconcile client portfolios with custodial records</li></ul><p><strong>What We Offer:</strong></p><ul><li>Competitive compensation tailored to experience</li><li>Comprehensive benefits package including healthcare and 401(k)</li><li>Ongoing training in industry-leading technologies and compliance</li><li>Supportive team environment focused on professional growth</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via<strong> </strong>LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Description: Financial Analyst - Mid Level </strong></p><p> </p><p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly </p><p> </p><p><strong>Position Overview:</strong></p><p>We are seeking a detail-oriented and forward-thinking <strong>Financial Analyst</strong> to join our dynamic finance team. This role will play a key part in driving data-driven decision-making by analyzing financial data, forecasting outcomes, and evaluating trends impacting the business. The ideal candidate possesses sharp analytical skills, strong knowledge of financial reporting, and a proactive attitude toward process improvement.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct comprehensive analyses of financial statements and reports to provide actionable insights for decision-making.</li><li>Prepare budgets, forecasts, and financial models to support strategic business initiatives.</li><li>Monitor key performance indicators (KPIs) and identify trends or anomalies that may require further investigation.</li><li>Collaborate with departmental managers to develop financial strategies that align with organizational goals.</li><li>Assist in month-end and year-end closing processes, ensuring accuracy and compliance in reporting.</li><li>Evaluate and enhance financial reporting processes to increase efficiency and effectiveness.</li><li>Research market trends and economic conditions to assess potential impacts on business performance.</li><li>Provide support for special projects, including mergers and acquisitions, process improvements, and new business opportunities.</li></ul><p><br></p>
<p><strong>Client Service Associate</strong></p><p>📍 Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p>💼 $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p>📩 <strong>Interested in learning more?</strong></p><p>Reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for a conversation and apply directly.</p><p> </p><p> <strong>Join a new and growing wealth management firm focused on building long-term client relationships and an exceptional team culture.</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> at Robert Half is partnering with a <strong>boutique RIA in Walnut Creek</strong> that is actively hiring a <strong>Client Service Associate</strong> to support their growing client base and advisory team. This is an exciting opportunity to get in on the ground floor with a firm that's scaling thoughtfully and prioritizing high-touch service, operational excellence, and long-term development of their team members.</p><p> </p><p><strong>About the Role</strong></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a key point of contact for clients and play an integral role in onboarding, account maintenance, and ongoing service. You’ll partner closely with advisors, custodians, and internal systems to ensure smooth and accurate client operations. This is a high-impact role with <strong>room to grow</strong>, <strong>hands-on mentorship</strong>, and visibility into all aspects of the client relationship lifecycle.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the first line of communication for client service needs via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation ahead of client reviews</li><li>Maintain accurate client records and support compliance efforts</li><li>Assist with client onboarding, transfers, and ongoing requests</li><li>Support the advisory team on ad hoc administrative and operational tasks</li><li>Learn the firm’s systems, processes, and client service philosophy with <strong>direct mentorship and training</strong></li></ul><p><br></p>
<p><strong>Wealth Advisor / Lead Wealth Advisor</strong></p><p>A nationally recognized, purpose-driven wealth management firm is seeking experienced and client-focused professionals to join its growing advisory team. With a collaborative, team-based approach and a commitment to helping clients align their wealth with their passions and purpose, this firm offers a dynamic environment for advisors who want to make a meaningful impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Client Relationship Management</strong></p><ul><li>Act as a Personal CFO, leading client relationships and delivering tailored wealth management strategies.</li><li>Serve as the first point of contact for client communications and ensure timely, thorough responses.</li><li>Lead client meetings and oversee execution of post-meeting action items.</li></ul><p><strong>Financial Planning & Strategy</strong></p><ul><li>Prepare and present comprehensive planning deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.</li><li>Provide strategic recommendations across investment management, estate planning, tax planning, and risk management.</li><li>Review and approve trades, portfolio rebalances, and tactical implementation steps.</li></ul><p><strong>Team Leadership & Collaboration</strong></p><ul><li>Mentor and guide team members on complex planning topics and service delivery.</li><li>Collaborate with internal specialists and external partners (e.g., CPAs, attorneys) to achieve client objectives.</li><li>Lead local service teams and contribute to firm-wide initiatives and training programs.</li></ul><p><strong>Business Development & Community Engagement</strong></p><ul><li>Support new client acquisition through referrals, networking, and participation in the sales process.</li><li>Represent the firm at public speaking engagements and community events.</li><li>Cultivate relationships with centers of influence and custodial partners.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive compensation based on experience and role.</li><li>Comprehensive benefits package including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, and wellness stipends.</li><li>Flexible work culture with in-office collaboration and opportunities for career growth.</li><li>Award-winning workplace culture focused on authenticity, inclusion, and community impact.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Jennifer Fukumae</strong> at Robert Half Finance and Accounting is partnering with an independent <strong>Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca</strong> with over $1.2 billion in assets under management and a client base of approximately 250 high-net-worth individuals and families. Average client relationships range from $2M to $10M in assets, and the firm has grown by over $100 million in AUM in just the last year—demonstrating exceptional investment performance and continued client trust.</p><p> </p><p><strong>The Role:</strong></p><p>The Client Service Associate will play a vital role in delivering a white-glove client experience, supporting advisors, and helping ensure operational excellence. This is an excellent opportunity for a high-performing CSA with RIA experience who enjoys being client-facing and thrives in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a primary point of contact for client servicing requests and inquiries</li><li>Prepare and process account paperwork, including account openings, transfers, contributions/distributions, and maintenance</li><li>Support advisors in client meeting preparation, follow-up, and ongoing financial planning efforts</li><li>Coordinate with custodians and internal stakeholders to ensure timely resolution of client needs</li><li>Maintain accurate and up-to-date client records and documentation</li><li>Proactively identify opportunities to enhance the client experience</li><li>Assist with ad-hoc projects, including compliance tasks and process improvement initiatives</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Job Posting: Financial Planning Associate – Wealth Management</strong></p><p>A well-established, people-first wealth management firm in the East Bay is seeking a passionate and detail-oriented Financial Planning Associate to join its collaborative team. With a strong reputation for fiduciary excellence and a client-centric approach, this firm offers a supportive environment where professionals can grow, thrive, and make a meaningful impact in clients’ financial lives.</p><p><br></p><p><strong>About the Firm</strong></p><p>This fee-only Registered Investment Advisor manages approximately $500 million in assets and is known for its long employee tenure and commitment to professional development. The firm provides comprehensive financial planning and investment management services, always acting in the best interest of its clients.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Financial Planning Associate will support advisors in delivering high-quality financial plans and client service. This is an ideal opportunity for someone pursuing or planning to pursue a financial planning certification and looking to gain hands-on experience in a respected advisory firm. The role offers direct client interaction, mentorship from experienced professionals, and a clear path for career advancement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Schedule and prepare for client meetings, gathering and entering financial data into planning software.</li><li>Communicate with clients in a clear, timely, and professional manner.</li><li>Maintain and organize client records and documentation in CRM systems.</li><li>Collaborate with advisors to review and update financial plans.</li><li>Research client-specific issues and present findings to the team.</li><li>Manage multiple client plans simultaneously with strong attention to detail.</li><li>Assist in developing and maintaining planning processes and procedures.</li><li>Support financial advisors with administrative and planning-related tasks.</li><li>Stay informed on financial planning best practices, tax rules, and retirement strategies.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work in a beautiful office with a supportive, tight-knit team.</li><li>Learn from experienced professionals in a collaborative environment.</li><li>Firm-sponsored financial planning courses and exam fees.</li><li>Strong investment in employee education and career growth.</li><li>Competitive compensation and benefits, including:</li><li>Base salary with annual reviews</li><li>401(k) with 3% safe harbor and up to 7% profit sharing</li><li>4 weeks of PTO from date of hire</li><li>Covered BART pass or parking</li><li>Strong health benefits</li><li>Bonus potential based on performance</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>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>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Wealth Manager / Senior Wealth Manager</strong></p><p>A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic Wealth Management team. The firm is committed to delivering exceptional service to high-net-worth individuals and families, while fostering a culture of personal fulfillment, empowerment, and community engagement.</p><p>This opportunity is ideal for financial advisors who are passionate about holistic wealth management and ready to grow within a collaborative, mission-driven environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Wealth Manager / Sr. Wealth Manager </strong>plays a pivotal role in managing and deepening client relationships, delivering comprehensive financial planning, and contributing to the strategic growth of the firm. Depending on experience, the role may also include leadership responsibilities such as mentoring junior advisors and driving firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice.</li><li>Independently manage a book of business and cultivate new client relationships through referrals and networking.</li><li>Provide proactive, high-touch service aligned with the firm’s holistic wealth philosophy.</li></ul><p><strong>Financial Planning & Investment Advisory</strong></p><ul><li>Develop and implement financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Continuously monitor and adjust client portfolios to reflect changing goals and market conditions.</li></ul><p><strong>Business Development</strong></p><ul><li>Source and close new client relationships aligned with the firm’s strategic objectives.</li><li>Engage with centers of influence and participate in community and networking events to drive growth.</li></ul><p><strong>Leadership & Strategic Contribution</strong> <em>(Senior-level only)</em></p><ul><li>Mentor and train associate advisors, sharing best practices and fostering professional development.</li><li>Lead firm-wide initiatives to enhance client experience and operational efficiency.</li><li>Collaborate with leadership to shape long-term strategy and growth.</li></ul><p><strong>Compliance & Record-Keeping</strong></p><ul><li>Ensure all client activities comply with regulatory standards and internal policies.</li><li>Maintain accurate documentation of client interactions, financial plans, and investment strategies.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive salary with performance-based incentives.</li><li>Revenue-sharing and goals-based bonuses (senior-level).</li><li>Potential for equity ownership (senior-level).</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Opportunities for leadership roles and participation in senior management.</li><li>Access to advanced training, industry conferences, and networking opportunities.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both <strong>Managers</strong> and <strong>Senior Managers</strong> who are passionate about delivering exceptional client service and embody the firm’s “Wealth of Life” philosophy—centered on well-being, personal fulfillment, and empowerment.</p><p><br></p><p>These roles offer the opportunity to work with high-net-worth clients, contribute to firm-wide initiatives, and grow professionally within a collaborative and mission-driven environment.</p><p><br></p><p><strong>Wealth Manager</strong></p><p><strong>Position Overview:</strong></p><p>The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development efforts. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to deepen their impact and grow within the firm.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted advisor to high-net-worth clients.</li><li>Deliver tailored financial planning and investment advisory services.</li><li>Assist in developing and executing financial plans across retirement, tax, estate, and risk management.</li><li>Support senior advisors in client acquisition and business development.</li><li>Participate in firm initiatives to enhance client experience and operational efficiency.</li><li>Ensure compliance with regulatory standards and maintain accurate client records.</li></ul><p><strong>Senior Manager</strong></p><p><strong>Position Overview:</strong></p><p>The Senior Wealth Manager is a seasoned professional who leads complex client relationships, mentors junior advisors, and plays a strategic role in firm growth. This role is suited for experienced advisors with <strong>8+ years of experience</strong> who are ready to take on leadership responsibilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Independently source, close, and manage high-value client relationships.</li><li>Deliver comprehensive financial planning and investment strategies.</li><li>Mentor and train associate advisors, fostering a culture of excellence.</li><li>Lead business development efforts and increase client wallet share.</li><li>Participate in strategic initiatives and collaborate with leadership on firm-wide goals.</li><li>Ensure compliance and maintain detailed client records.</li></ul><p><strong>Compensation & Benefits (Both Roles)</strong></p><ul><li>Competitive salary and performance-based incentives.</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Opportunities for leadership and professional growth.</li><li><strong>Senior Wealth Managers may be eligible for equity ownership and participation in senior management activities.</strong></li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Financial Advisor</strong></p><p><em>San Francisco, On-stie </em></p><p><em>Up to $149,000 base + bonus + equity</em></p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a nationally recognized, planning-first RIA to identify a <strong>Financial Advisor</strong> for their San Francisco office. This firm manages more than $30B in client assets across 2,000+ families and is committed to helping clients, colleagues, and their broader community live richer, more purposeful lives.</p><p> </p><p><strong>Role Overview</strong></p><p>The Advisor will serve as a trusted resource for high-net-worth clients, providing comprehensive financial planning and investment advice. Acting as the first point of contact, you’ll guide clients through complex wealth strategies while collaborating with a highly skilled team dedicated to delivering exceptional outcomes.</p><p> </p><p><strong>Key Qualifications</strong></p><ul><li>4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients.</li><li><strong>CFP® designation required.</strong></li><li>Strong ability to manage multiple client relationships while maintaining organizational excellence across teams.</li><li>Exceptional communication and relationship-building skills.</li></ul><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as primary contact for client communications and relationship management.</li><li>Review portfolios and deliver tailored investment recommendations.</li><li>Prepare comprehensive meeting materials, including cash flow and asset allocation analyses.</li><li>Conduct advanced financial modeling, including tax-loss harvesting, equity compensation, and wealth transfer strategies.</li></ul>
<p><strong>Senior Wealth Advisor– Independent RIA</strong></p><p><strong>Location:</strong> Mill Valley, CA | Hybrid (2–3 days in office)</p><p><strong>Compensation:</strong> $175,000 – $200,000 DOE + Bonus + Profit Share</p><p><br></p><p><strong>Jennifer Fukumae</strong> is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Senior Wealth Advisor</strong>. This role offers the chance to be part of a firm that blends financial expertise with a holistic “wealth of life” philosophy, supporting clients in achieving financial freedom, well-being, and meaningful impact.</p><p><br></p><p><strong>About the Role</strong></p><p>The Senior Wealth Manager will serve as a trusted advisor to high-net-worth clients while also playing a leadership role within the firm. This position is designed for an experienced advisor with <strong>8+ years of experience</strong> who thrives in a collaborative environment and is excited about mentoring junior advisors, leading client strategy, and contributing to firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead client relationship management and deliver advanced planning strategies.</li><li>Oversee and mentor junior advisors, fostering a culture of excellence.</li><li>Provide financial planning and investment guidance with a high level of expertise.</li><li>Contribute to strategic initiatives and business development.</li><li>Represent the firm in the community and strengthen its reputation.</li></ul>
<p>A dynamic and values-driven financial services firm is seeking a <strong>Client Services Associate</strong> to join its team. This role is ideal for a service-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client experiences.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Services Associate plays a pivotal role in maintaining and enhancing client relationships. Acting as a primary point of contact for account-related inquiries, this individual ensures seamless service delivery and supports the broader advisory team in providing personalized financial solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first impression for clients, both in-person and over the phone.</li><li>Build and maintain strong client relationships through attentive and thoughtful service.</li><li>Handle client service requests, including account openings, transfers, deposits, withdrawals, and updates.</li><li>Monitor custodial alerts and take appropriate action.</li><li>Process required minimum distributions (RMDs) and other account maintenance tasks.</li><li>Collaborate with advisors to onboard new clients and educate them on account access.</li><li>Maintain accurate records in the CRM and manage client meeting calendars.</li><li>Support client communications and assist with mailings.</li><li>Contribute to special projects and administrative initiatives as needed.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Summary:</strong></p><p>The Financial Analyst will play a critical role in analyzing financial data, creating forecasting models, and identifying trends to support the company’s strategic goals. This role requires a thorough understanding of financial concepts and the ability to communicate complex data in a straightforward, actionable way. If you want to elevate your career and refine your financial expertise, we encourage you to apply.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct in-depth financial analysis and prepare comprehensive reports for senior leadership.</li><li>Develop, maintain, and review financial models to support strategic planning and forecasting.</li><li>Monitor KPIs for performance evaluation and identify areas for improvement.</li><li>Analyze trends in revenue, expenses, and other financial metrics to provide actionable insights.</li><li>Assist in preparation of budgets and variance analysis, ensuring objectives align with organizational goals.</li><li>Support month-end, quarter-end, and year-end closing processes by preparing accurate financial reconciliations and summaries.</li><li>Collaborate with departments across the organization to gather and interpret data.</li><li>Stay updated on market trends, economic developments, and regulatory guidelines that impact financial operations.</li></ul><p><strong>Why You’ll Love This Opportunity:</strong></p><ul><li>Gain the chance to transition into a permanent role with a renowned organization after showcasing your professional expertise and success during the initial contract period.</li><li>Join a supportive and innovative team that thrives in a fast-paced, results-oriented environment.</li><li>Work directly with organizational leaders while taking on diverse responsibilities that strengthen your skills and broaden your professional portfolio.</li></ul><p><strong>Work Schedule & Onsite Location:</strong></p><ul><li><strong>Monday to Friday schedule</strong>, with standard office hours, making it ideal for individuals seeking stability and structure.</li><li>100% onsite in San Leandro, CA ensuring hands-on collaboration with your colleagues and leadership team.</li></ul><p><strong>Ready to Bring Your Expertise to Our Team? Apply Today!</strong></p><p><br></p><p><br></p>
<p><strong>Paraplanner – Boutique Wealth Management Firm</strong></p><p><strong>East Bay| Hybrid</strong></p><p><strong>$70,000–$105,000 DOE + Discretionary Bonus + Exceptional Retirement Contributions</strong></p><p><br></p><p>A well-established, independent RIA firm with ~$500M in AUM is seeking a <strong>Paraplanner</strong> to join their collaborative, tight-knit team in the East Bay. This role is ideal for someone passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional. Whether you’re enrolled in a CFP® program or planning to start soon, this is an exceptional opportunity to learn, grow, and gain direct client-facing experience.</p><p><br></p><p><strong>Why Join:</strong></p><ul><li>Average team tenure of 8+ years — people love working here!</li><li>Beautiful office in a BART-accessible location</li><li>Strong emphasis on professional development: firm covers financial education and certifications</li><li>Team-first culture with a focus on quality, integrity, and making a real impact on clients’ lives</li><li>Excellent retirement package, generous PTO, and covered commuting costs</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in gathering and inputting client financial data for plan creation and updates</li><li>Prepare financial plans and collaborate with advisors to deliver planning strategies</li><li>Meet with clients alongside advisors and help maintain up-to-date client records</li><li>Track and document tasks using CRM software (Tamarac preferred)</li><li>Coordinate with internal and external professionals on client-specific issues</li><li>Research, analyze, and assist in retirement planning, tax planning, and more</li><li>Support ongoing planning projects and help develop firm processes</li></ul>
<p><strong>Job Description: Entry-Level Financial Analyst</strong></p><p><strong>Employment Type:</strong> [Full-Time | Contract | Contract-to-Hire | Project-Based]</p><p><strong>Compensation:</strong> $27 - $38 hourly </p><p> </p><p><strong>Position Overview:</strong> Kickstart Your Finance Career as an Entry-Level Financial Analyst</p><p>Are you ready to launch your career in finance and analytics? We’re looking for a motivated <strong>Entry-Level Financial Analyst</strong> to join our team! This is a great opportunity for someone with a strong interest in finance, excellent analytical abilities, and a desire to grow in a fast-paced environment.</p><p> </p><p><strong>What You'll Do:</strong></p><ul><li>Analyze financial data and assist in preparing reports for decision-making.</li><li>Support budgeting, forecasting, and variance analysis activities.</li><li>Collaborate with team members to solve financial challenges and improve processes.</li><li>Monitor industry trends and market conditions to identify opportunities.</li><li>Assist in month-end and year-end financial close processes.</li></ul><p><br></p>
<p><strong>Job Description: Entry-Level Financial Analyst</strong></p><p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $27 - $38 hourly </p><p> </p><p><strong>Position Overview:</strong> Kickstart Your Finance Career as an Entry-Level Financial Analyst</p><p>Are you ready to launch your career in finance and analytics? We’re looking for a motivated <strong>Entry-Level Financial Analyst</strong> to join our team! This is a great opportunity for someone with a strong interest in finance, excellent analytical abilities, and a desire to grow in a fast-paced environment.</p><p> </p><p><strong>What You'll Do:</strong></p><ul><li>Analyze financial data and assist in preparing reports for decision-making.</li><li>Support budgeting, forecasting, and variance analysis activities.</li><li>Collaborate with team members to solve financial challenges and improve processes.</li><li>Monitor industry trends and market conditions to identify opportunities.</li><li>Assist in month-end and year-end financial close processes.</li></ul><p><br></p>
<p><strong>Job Description: Entry-Level Financial Analyst</strong></p><p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $27 - $38 hourly </p><p> </p><p><strong>Position Overview:</strong> Kickstart Your Finance Career as an Entry-Level Financial Analyst</p><p>Are you ready to launch your career in finance and analytics? We’re looking for a motivated <strong>Entry-Level Financial Analyst</strong> to join our team! This is a great opportunity for someone with a strong interest in finance, excellent analytical abilities, and a desire to grow in a fast-paced environment.</p><p> </p><p><strong>What You'll Do:</strong></p><ul><li>Analyze financial data and assist in preparing reports for decision-making.</li><li>Support budgeting, forecasting, and variance analysis activities.</li><li>Collaborate with team members to solve financial challenges and improve processes.</li><li>Monitor industry trends and market conditions to identify opportunities.</li><li>Assist in month-end and year-end financial close processes.</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Our client is a<strong> thriving RIA</strong>. 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.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><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><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>
<p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
<p><strong>Job Description</strong></p><p><strong>Position Title:</strong> Financial Analyst - Mid Level</p><p><strong>Employment Type:</strong> Contract | Contract-to-Permanent | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly</p><p> </p><p><strong>Position Overview</strong></p><p>We are looking for a <strong>detail-oriented</strong> and <strong>proactive Financial Analyst</strong> to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul><p><br></p>
<p>Our non-profit client in Emeryville is seeking a Senior Financial Analyst for a 6+ month engagement. In this collaborative role, you will oversee financial operations related to external funding awards, including federal, state, and private support. This position requires a deep understanding of financial compliance, reporting, and complex cost-sharing models in alignment with regulatory standards. The pay for this role is expected to be $65 - $80/hr. DOE and location. Local consultants are expected to work 3-days/week on-site in Emeryville. Remote consultants will travel initially and as needed.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage detailed budgets for federal, state, and other external awards, ensuring compliance with program objectives and funding requirements</p><p>• Analyze payroll projections and track staffing utilization to ensure accurate program expense management</p><p>• Conduct regular audits of timekeeping systems to confirm proper allocation and booking of expenses</p><p>• Provide technical guidance to program teams on budget preparation, financial reporting, and award management</p><p>• Monitor and track award spending to ensure alignment with funding terms, resolving discrepancies when necessary</p><p>• Prepare and submit reimbursement requests to funding agencies, ensuring accuracy and timeliness</p><p>• Create detailed financial reports for funders, including monthly, quarterly, and annual reconciliations of expenditures</p><p>• Negotiate indirect cost rates with members and subrecipients, ensuring compliance with organizational and regulatory standards</p><p>• Maintain thorough documentation for all financial transactions and communications with funders</p><p>• Utilize automated financial systems and tools to generate reports, conduct variance analyses, and support decision-making</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>Venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>**Contact <u>Michelle Espejo via LinkedIn or email</u> for immediate consideration and additional info. </strong></p>
