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Planner United States, San Francisco Jobs

7 Job Offers

Senior Financial Planner / Associate Advisor
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Senior Financial Planner / Associate Advisor sought by an ethics-first, independent wealth management firm in San Francisco. This client-focused role involves delivering comprehensive financial planning and building meaningful relationships alongside a Senior Lead Advisor. Ideal for a CFP® with 7...
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Location
United States , San Francisco
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Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
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Until further notice
Financial Planner
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Financial Planner role in San Francisco: Lead high-net-worth client relationships at a client-first firm. Develop tailored financial strategies covering retirement, tax, and estate planning. Requires 4+ years’ experience, CFP® or Series 65 preferred. Enjoy career growth, mentorship culture, and c...
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Location
United States , San Francisco
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Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Senior Paid Media Planner
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Join Fenton Advertising as a Senior Paid Media Planner, shaping integrated strategies for government and advocacy clients. Leverage 3-5+ years of offline media expertise while coordinating digital through vendor partners. Enjoy comprehensive benefits while working from key US cities on impactful ...
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United States , New York City; Los Angeles; San Francisco; Sacramento; Washington DC
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Salary
85000.00 - 100000.00 USD / Year
Fenton
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Until further notice
Senior Financial Planner
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Join a premier San Francisco firm as a Senior Financial Planner. Leverage your CFP® and 5-7+ years in tax, estate, and retirement planning to deliver sophisticated, client-focused strategies. Utilize leading software (eMoney, RightCapital) while enjoying an ESOP, comprehensive healthcare, and gen...
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Location
United States , San Francisco
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Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Alternative Sentencing Planner & Resource Coordinator
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Join the San Francisco DA's Office as an Alternative Sentencing Planner. You will develop evidence-based sentencing plans to reduce recidivism and enhance public safety. This role requires a Master's degree and experience in criminal justice or social work. Collaborate with prosecutors and commun...
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Location
United States , San Francisco
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Salary
114166.00 - 138788.00 USD / Year
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City and County of San Francisco
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Until further notice
Senior Paid Media Planner
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Join Fenton as a Senior Paid Media Planner, specializing in integrated campaigns for government and advocacy clients. You will develop and steward media plans with a strong focus on local/national offline channels, coordinating digital through vendors. This role requires 3-5+ years of experience,...
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Location
United States , New York City, Los Angeles, San Francisco, Sacramento, Washington DC
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Salary
85000.00 - 100000.00 USD / Year
Fenton
Expiration Date
Until further notice
Financial Planner
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Seeking a Financial Planner with 4-8+ years' experience to serve high-net-worth clients in San Francisco. You will prepare complex analyses for retirement, estate, and equity compensation, using tools like eMoney. This role offers mentorship, clear growth, and benefits including profit sharing an...
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Location
United States , San Francisco
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Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice

About the Planner role

Discover a world of opportunity in planner jobs, a dynamic profession that sits at the intersection of creativity, strategy, and practical problem-solving. Planners are the masterminds behind efficient, functional, and aesthetically pleasing spaces and processes, primarily within the retail and home furnishing sectors. Their core mission is to translate a client's vision, needs, and lifestyle into a tangible, well-organized plan. This role is ideal for those who are passionate about design, possess a keen eye for detail, and thrive on direct customer interaction.

Professionals in planner jobs are typically responsible for a wide range of tasks. A central part of their role involves conducting in-depth consultations with customers to understand their requirements, aspirations, and the constraints of their space. Using specialized computer-aided design (CAD) software and planning tools, they then create detailed layouts and plans. These plans are not just drawings; they are comprehensive solutions that optimize flow, storage, and overall usability. Planners are also responsible for generating accurate quotations, managing the sales process from initial contact through to purchase, and ensuring all necessary follow-up communication. They act as trusted advisors, using their product and design knowledge to inspire customers and recommend the best possible solutions that balance style, functionality, and budget.

The skill set for a successful career in planner jobs is both diverse and specialized. Excellent communication and interpersonal skills are paramount, as the role is fundamentally consultative and customer-facing. Planners must be adept at active listening and asking insightful questions to uncover latent needs. A strong spatial awareness and a flair for interior design principles—such as layout, color theory, and style coordination—are essential. On the technical side, proficiency with standard office software and a quick aptitude for learning proprietary planning applications are standard requirements. Furthermore, planners must be highly organized, capable of juggling multiple projects and priorities in a fast-paced environment. Problem-solving is a daily activity, requiring the ability to think critically and offer creative workarounds for complex spatial challenges.

Typical requirements for these positions often include prior experience in a customer-oriented or retail sales environment, with a proven track record of meeting targets. While formal education in interior design or a related field can be beneficial, many roles value practical experience, a robust portfolio, and a genuine passion for home furnishing and organization. If you are a people-person with a analytical mind and a creative spirit, exploring planner jobs could be the perfect next step in your career, offering a rewarding path where you directly impact how people live and interact with their environments.