Financial Advisor at Wealth Management Firm
Company: Robert Half
Location: San Ramon
Posted on: January 15, 2026
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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, Manteca , Financial Advisor at Wealth Management Firm, Accounting, Auditing , San Ramon, California
