Description A well-established, independent RIA firm with ~$500M in AUM is seeking a Relationship Manager to join their collaborative, tight-knit team in the East Bay. You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment Why Join? + Amazing tenured firm! + Beautiful office in a BART-accessible location + Strong emphasis on professional development: firm covers financial education and certifications + Team-first culture with a focus on quality, integrity, and making a real impact on clients’ lives + Excellent retirement package, generous PTO, and covered commuting costs Responsibilities + Partner with the business development team to onboard new households and ensure a smooth transition of assets to the firm + Guide clients through account establishment, asset transfers, and related service requests + Execute distribution transactions, including monitoring and facilitating Required Minimum Distributions (RMDs) and tracking annual obligations + Liaise with custodial partners to complete account maintenance and servicing tasks + Escalate client matters to appropriate internal stakeholders and maintain thorough documentation of all interactions + Coordinate client meetings and investment review sessions for the Advisor + Maintain accurate and detailed client records within the CRM platform + Support client appreciation events and assist with special initiatives as needed Requirements + Bachelor’s degree from an accredited institution + 2–3 years of experience within financial services, preferably in a client-facing capacity + Series 65 license preferred but not mandatory + Working knowledge of taxable and tax-advantaged account structures and their applications + Ability to collaborate effectively within a team while also operating independently + Strong written and verbal communication skills 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. 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) .