Associate Financial Planner Job at Robert Half (San Francisco)

Associate Advisor

Our client, a top-tier Registered Investment Advisor with $10 billion in assets ...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years of experience with an RIA or similar organization, with a proven track record of engaging directly with high-net-worth clients
Certified Financial Planner (CFP) designation is a must
Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes

Job Responsibility

Be the go-to contact for client communications, building lasting relationships
Assess client portfolios and deliver strategic, personalized recommendations
Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations
Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies

What we offer

comprehensive healthcare benefits
generous paid time off
strong commitment to professional growth

Fulltime

Senior Wealth Planner

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping ...

Location

United Kingdom , Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations
Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust
A careful approach to identifying and managing risk, while maintaining high standards of compliance

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Hybrid working
modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
supportive and inclusive culture and environment

Fulltime

Planner or Associate Planner

We are looking for a skilled Planner or Associate Planner to join our team in Da...

Location

United States , Dallas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience as a Planner or Associate Planner within a relevant industry
Strong financial analysis and modeling skills with a track record of delivering accurate insights
Expertise in variance analysis and ability to identify critical business trends
Proficiency in data mining techniques and analytical tools
Excellent communication skills with the ability to engage effectively in client-facing roles
Demonstrated ability to sell services and develop market relationships
Bachelor’s degree in finance, economics, or a related field
Commitment to providing high-quality client service and solutions

Job Responsibility

Conduct in-depth financial analysis and develop financial models to support business objectives
Perform variance analysis to identify trends and provide actionable recommendations
Utilize advanced data mining techniques to extract valuable insights from complex datasets
Collaborate with clients to understand their needs and deliver tailored financial solutions
Assist in selling services and building strong market relationships to drive business growth
Prepare detailed reports and presentations that effectively communicate financial findings
Support ad hoc financial analysis requests to address immediate business challenges
Maintain a client-focused mindset to ensure exceptional service delivery
Stay updated on industry trends and apply relevant knowledge to enhance planning strategies

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Junior Financial Adviser

In this Financial Adviser role you will be responsible for providing strategic h...

Location

Australia , Brisbane

Salary:

90000.00 - 120000.00 AUD / Year

Randstad

Expiration Date

March 21, 2026

Requirements

1 - 2 years experience working as a Financial Adviser (AR)
Strong strategic and business mindset
Ability to build strong relationships with clients
Great understanding of compliance frameworks in the advice industry
FASEA education requirements
Degree aligned with education requirements
Bachelor Degree

Job Responsibility

Providing strategic holistic advice to both new and existing clients
Building strong relationships with Accounting firms and Mortgage Brokers as referral partners
Preparing plans
Developing the client base and building strong client relationships

What we offer

Attractive salary package
Opportunity to work in a successful and fun business
Great career development opportunities
Fun social events

Financial Planner

We’re looking for an experienced Financial Planner to join our team of industry ...

Location

United States , McLean; New York City; Seattle

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
4-8+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Financial Planner

We’re looking for an experienced Financial Planner to join our team of industry ...

Location

United States , McLean; New York City; Seattle

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
4-8+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Associate Financial Planner

Robert Half

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 07, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Associate Financial Planner

Associate Advisor

Senior Wealth Planner

Planner or Associate Planner

Junior Financial Adviser

Financial Planner

Senior Financial Planner

Financial Planner

Senior Financial Planner

Associate Financial Planner

Robert Half

Location:United States , San Francisco

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 07, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Associate Financial Planner

Associate Advisor

Senior Wealth Planner

Planner or Associate Planner

Junior Financial Adviser

Financial Planner

Senior Financial Planner

Financial Planner

Senior Financial Planner

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Job Posted:
January 07, 2026