Description Are you an Associate Financial Advisor or Financial Planning Associate ready to take the next step in your career? This is a unique opportunity to join a high-performing team with a defined path toward building and leading your own book of business. Jennifer Fukumae with Robert Half Financial Services is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated Financial Advisor to support a recognized Principal. This role is ideal for an early-career advisor with a solid planning foundation who thrives in a fast-paced environment and values delivering a high-touch, fiduciary client experience. Position Overview As a Financial Advisor, you will act as a strategic partner in delivering comprehensive wealth management services. You will work directly with clients, contribute to customized financial planning and investment strategy execution, and ensure seamless follow-through on planning initiatives. While you will not initially provide independent investment recommendations, you will quickly become a trusted client contact and play a central role in relationship management and planning execution. Key Responsibilities Financial Planning & Advisory Support + Partner with senior advisors to deliver fiduciary-based wealth management services + Develop financial plans including retirement projections, cash flow modeling, and long-term strategy development + Conduct portfolio analysis and support asset allocation and rebalancing efforts + Attend client meetings, document recommendations, and oversee follow-up execution + Assist with client onboarding and ongoing relationship development Client Relationship Management + Serve as a primary contact for client inquiries + Manage proactive and responsive client communications + Coordinate account openings, asset transfers, and custodial documentation + Prepare meeting agendas and presentation materials Operations & Compliance + Maintain accurate CRM records (Tamarac preferred) + Liaise with custodians and third-party partners + Process account paperwork including openings, transfers, and updates + Ensure adherence to RIA compliance and regulatory standards Requirements + 1–4 years of experience within a wealth management or RIA firm + Experience supporting a lead advisor and managing client communications + Strong understanding of financial planning fundamentals + Series 7 & 66 or Series 65 required + Bachelor’s degree required + Proficiency in Microsoft Office + Experience with Schwab and Fidelity strongly preferred Ideal Candidate Profile + Detail-oriented with strong organizational discipline + Professional and confident in client-facing interactions + Able to prioritize competing demands effectively + Accuracy-driven with a commitment to excellence + Motivated to grow into a lead advisor role Why This Opportunity? + Join a respected and expanding RIA firm + Work directly with an established industry leader + Structured development path toward managing your own book + Exposure to advanced planning, investment strategy, and client engagement + Collaborative, growth-oriented culture If you are seeking a long-term career path within a fiduciary advisory environment and are ready to elevate your professional trajectory, please apply or reach out directly to Jennifer Fukumae on LinkedIn. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .