Description Are you an Associate Financial Advisor or Financial Planning Associate looking for the next step in your career? I have a unique opportunity to join a high-performing team with a structured path to building and leading your own book of business. Jennifer Fukumae with Robert Half Financial Services Group is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated and detail-oriented Financial Advisor to support a recognized Principal. This role is ideal for an early-career advisor who has a strong foundation in financial planning, thrives in a fast-paced environment, and values delivering a high-touch, fiduciary client experience. Key Responsibilities Financial Planning & Advisory Support + Support senior advisors in delivering comprehensive, fiduciary-based wealth management services + Develop customized financial plans, including retirement forecasting, cash flow modeling, and long-term planning + Conduct portfolio analysis and support asset allocation and rebalancing strategies + Participate in client meetings, take detailed notes, and ensure timely follow-up on action items + Document planning recommendations and coordinate implementation + Assist with onboarding new clients and strengthening ongoing relationships Client Relationship Management + Serve as a primary contact for client inquiries and provide high-level service support + Manage proactive and responsive client communication + Help coordinate account openings, asset transfers, and custodian paperwork + Prepare meeting agendas and presentation materials Requirements + 1–4 years of experience at a wealth management or RIA firm + Experience supporting a lead advisor and managing client communications + Strong understanding of financial planning concepts + Series 7/66 or 65 required + Bachelor’s degree required + Proficiency in Microsoft Office Suite + Experience with Schwab and Fidelity strongly preferred Why This Opportunity? + Join a respected and growing RIA firm + Work closely with an established industry leader + Structured 5-year development program toward your own book of business + Exposure to high-level planning, investment strategy, and client engagement + Collaborative, growth-focused team culture If you are looking for a long term career path within a fiduciary advisory firm and are ready to take the next step in your development, we encourage you to apply and send a message 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) .