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Robert Half Logo Robert Half · Finance

Financial Planner Manager

United States, Walnut Creek · Job Posted May 27, 2026
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Job Description

A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families. This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.

Job Responsibility

  • Lead the financial planning function and set standards
  • Manage, mentor, and develop the planning team
  • Review and refine complex planning deliverables
  • Partner with clients and advisors on advanced planning needs
  • Improve workflows, processes, and team efficiency
  • Drive accountability, quality, and performance standards

Requirements

  • 8+ years of financial planning experience with HNW clients
  • 3-5+ years of leadership or team management experience
  • CFP required
  • Strong expertise in tax, estate, retirement, and cash flow planning
  • Experience with MoneyGuidePro or similar software
  • Proven ability to lead teams and enforce structure in a high-performance environment

What we offer

  • flexible hybrid schedule
  • shortened Fridays
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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