Financial Planner/Associate Advisor
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite
A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space.
This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team.
Responsibilities
- Support financial planning strategies, analyses, and client recommendations
- Build and maintain cash flow projections and planning models
- Review and organize client financial documents and account information
- Manage data within financial planning software, including eMoney
- Prepare meeting materials, investment reviews, agendas, and follow-up items
- Assist with account openings, transfers, money movement, and maintenance requests
- Track client workflows and coordinate with custodians and external partners
- Support ongoing client service and planning initiatives
- Participate in client meetings for development and exposure as needed
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Qualifications:
- 1-3+ year of experience in wealth management, financial planning, or investment support
- Experience with Excel/Google Sheets and financial planning software
- eMoney experience strongly preferred
- Strong interest in financial planning and analytical work
- Detail-oriented, organized, and comfortable in a fast-paced environment
- Strong communication skills and professionalism
- Series 66 is a plus
- Bachelor’s degree required
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within wealth management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
Compensation
$70,000.00-$90,000.00 YearlyAbout Us
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.
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