Financial Advisor | Client-Facing • Hybrid Oakland, CA
Job in
Oakland, Alameda County, California, 94601, USA
Listed on 2026-07-19
Listing for:
Robert Half
Full Time, Part Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Financial Advisor
Compensation:
Up to $140K Base + Bonus
Locations:
San Francisco or Walnut Creek (Hybrid 2–3 days/week)
If you're a Financial Advisor looking for more than just another advisory role, this is an opportunity to join a fast-growing independent wealth management firm where you'll have real client ownership, direct access to leadership, and a clear path for long-term growth.
This isn't a place where you're buried under layers of bureaucracy or competing with office politics.
You'll join a close-knit team of experienced advisors that values collaboration, work-life balance, and delivering truly personalized financial advice.
What You'll Do
- Build long-term relationships with clients and serve as their trusted advisor
- Develop personalized financial plans and investment strategies
- Manage an existing client base while helping grow the business organically
- Conduct portfolio reviews and provide ongoing planning guidance
- Collaborate closely with an experienced team in a highly supportive environment
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