Financial Advisor at Wealth Management Firm

Company: Robert Half
Location: San Ramon
Posted on: January 15, 2026

Job Description:

Job Description Job Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor| Wealth Management| Danville| Hybrid Responsibilities Support Senior Advisors with financial planning and investment strategies. Participate in client meetings and manage follow-ups. Assist with onboarding new clients and building relationships. Prepare reports, recommendations, and financial analyses. Handle client service tasks, CRM updates, and paperwork. Help improve workflows and insurance proposals. For fastest consideration, reach out to Michelle Espejo via email or LinkedIn. 2–6 years of experience in wealth management including financial planning. Strong communication and advisor support skills. Experience with Schwab, Orion, eMoney, or Redtail a plus. Bachelor’s degree required Series 7/66/65, CFP®, or ChFC® a plus. Proficiency in Excel/Google Sheets and financial analysis. Detail-oriented, professional, and relationship-driven Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

Keywords: Robert Half, San Jose , Financial Advisor at Wealth Management Firm, Accounting, Auditing , San Ramon, California