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Audit Manager
GPAC
Louisville, KS
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Bowling Green, KY
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Topeka, KS
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Wichita, KS
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Colorado Springs, CO
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
San Diego, CA
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Mesa, AZ
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
Added 1 min ago
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Audit Manager
GPAC
Phoenix, AZ
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Mobile, AL
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Bellevue, NE
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
Added 1 min ago
AVP, Strategic Partners
LPL Financial
Fort Mill, SC · Arlington, VA · Austin, TX · Boston, MA · New York, NY · Tempe, AZ · Waltham, MA
…grow third-party partnerships that improve the advisor and client experience and advance the firm’s strategic…
Added 1 min ago
Analyst, Strategic Partners
LPL Financial
Fort Mill, SC · Arlington, VA · Austin, TX · Boston, MA · New York, NY · Tempe, AZ · Waltham, MA
Responsible for interfacing directly with advisors about partnership programs, while maintaining a positive advisor and partner experience
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Audit Manager
GPAC
Grand Island, NE
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Kansas City, MO
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Independence, MO
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
St Louis, MO
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Jackson, MS
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Biloxi, MS
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Hattiesburg, MS
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Springfield, MO
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Jersey City, NJ
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Paterson, NJ
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Newark, NJ
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Henderson, NV
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…
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Audit Manager
GPAC
Manchester, NH
- $100,000 to $160,000 USD / year
…in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Enjoy flexibility, career growth, positive culture, and other…

Robert Half

Associate Financial Advisor

San Ramon, CA, United States

$100,000 to $130,000 USD / year

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Job details

Pay: $100,000 to $130,000 USD / year
Apply by: Dec 11, 2026
Posting language: English
Posted: Nov 6, 2026

Original job description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

Associate Advisor | Wealth Management Firm | San Ramon

Join a growing, highly regarded wealth management firm known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a long-term career in financial advising with strong mentorship, training, and exposure to experienced advisors.

Partner closely with a highly productive Senior Advisor across financial planning, client meetings, planning analysis, and ongoing relationship management. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.

Responsibilities

Support financial plan preparation and planning analysis
Prepare for and participate in client review meetings
Analyze client information and help implement planning recommendations
Manage follow-up items and ensure timely execution
Partner with client service, operations, and compliance teams
Support 401(k) participants and trustees
Assist with plan review meetings and investment selection discussions
Deliver a high-touch, detail-oriented client experience

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Bachelor’s degree or equivalent experience
A few years of junior/associate advisor experience preferred
Series 7 and 66, or Series 7 with 63/65, or ability to obtain within 180 days
California Life & Health Insurance License, or ability to obtain within 120 days
CRM experience
Financial planning software experience preferred, such as eMoney, RightCapital, or MoneyGuidePro
Strong organization, attention to detail, and follow-through
Proactive, coachable, and motivated to grow in a long-term advisory career

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 investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

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