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Robert Half · Finance

Associate Financial Planner

United States, San Francisco · Job Posted January 07, 2026

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Job Description

The firm serves high-net-worth clients, including executives, entrepreneurs, and professionals. The firm delivers tailored, results-driven strategies that go beyond traditional investing, helping clients focus on what matters most. This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor, and clear growth opportunities.

Job Responsibility

Prepare financial analyses covering retirement, estate, education, and equity compensation
Conduct risk and performance reviews to support client plans
Analyze unique client scenarios and recommend strategic solutions
Prepare meeting materials, research portfolios, and monitor client financials
Assist with projections and complex planning projects

Requirements

4-8+ years in financial services
wealth management or RIA experience preferred
Familiarity with eMoney or similar tools
CFP® preferred
Strong communication, attention to detail, and client-focused mindset

What we offer

bonuses
profit sharing
401(k) matching
health benefits

Robert Half - All Job Offers

San Francisco

Associate Financial Planner

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