Financial Planner Job at Robert Half (San Ramon)

Financial Planner

We are looking for a Financial Planner to support clients with thoughtful, perso...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience developing comprehensive financial plans and translating financial data into client-facing recommendations
Knowledge of retirement planning, cash flow analysis, net worth evaluation, and broader wealth planning concepts
Ability to analyze tax information and identify practical strategies that support improved after-tax outcomes
Familiarity with investment account review, asset allocation assessment, portfolio risk considerations, and tax-aware planning
Understanding of estate planning fundamentals, including beneficiary structure and ownership considerations

Job Responsibility

Create tailored financial planning deliverables, including long-term retirement scenarios, spending analyses, and personal balance sheet summaries using planning software and supporting tools
Evaluate tax situations and model future outcomes to uncover strategies that can improve tax efficiency and strengthen overall financial results
Review outside investment accounts to assess asset mix, risk exposure, tax implications, and fit with client objectives, then collaborate with advisors and investment professionals on suitable recommendations
Coordinate key activities involved in bringing on new clients, partnering with advisors and senior leadership to help ensure a smooth and organized onboarding experience
Research planning issues related to insurance coverage, pension benefits, Social Security, Medicare, and workplace benefit programs to support well-rounded recommendations
Examine estate planning materials, summarize relevant findings for clients and advisors, and identify follow-up actions involving beneficiaries, ownership arrangements, and legal coordination
Prepare clear planning insights and supporting analyses that help clients understand available options and make informed financial decisions

What we offer

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

Fulltime

New

Financial Planner

We are partnering with a well-established, fee-only Registered Investment Adviso...

Location

United States , Chattanooga

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CPA and/or CFP designation preferred
BS in Accounting/Finance, or related field
Previous experience in Public Accounting-Tax and estate planning a huge plus
Strong technical financial planning experience, especially in tax-driven planning
Experience supporting high-net-worth clients in a collaborative advisory environment
Ability to translate complex planning concepts into practical recommendations
Familiarity with MoneyGuidePro or similar financial planning tools

Job Responsibility

Develop and deliver comprehensive and segmented financial plans for high-net-worth clients
Partner with lead and service advisors to support client planning needs
Perform in-depth analysis across retirement planning, cash flow, debt management, net worth tracking, college planning, and asset allocation recommendations
Lead tax-focused planning strategies and provide insights through tax return review
Update and maintain client financial plans as circumstances evolve
Serve as the internal expert on financial planning best practices, tools, and processes
Utilize and master MoneyGuidePro to deliver consistent, high-quality planning output

What we offer

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

Financial Planner

A highly regarded, relationship-focused wealth management firm known for its col...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1-3+ year of experience in wealth management, financial planning, or investment support
Experience with Excel/Google Sheets and financial planning software
eMoney experience strongly preferred
Strong interest in financial planning and analytical work
Detail-oriented, organized, and comfortable in a fast-paced environment
Strong communication skills and professionalism
Series 66 is a plus
Bachelor’s degree required

Job Responsibility

Support financial planning strategies, analyses, and client recommendations
Build and maintain cash flow projections and planning models
Review and organize client financial documents and account information
Manage data within financial planning software, including eMoney
Prepare meeting materials, investment reviews, agendas, and follow-up items
Assist with account openings, transfers, money movement, and maintenance requests
Track client workflows and coordinate with custodians and external partners
Support ongoing client service and planning initiatives
Participate in client meetings for development and exposure as needed

What we offer

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

Financial Planner

Our client is a client-first financial services firm dedicated to delivering com...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years in financial planning, wealth management
CFP® certification preferred
Series 65 or equivalent preferred
Expertise in investment strategies, financial planning, and compliance
Strong relationship-building skills with high-net-worth clients
Leadership experience with a mentorship mindset

Job Responsibility

Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies
Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management
Mentor & Lead: Support junior advisors and contribute to a strong team culture
Grow the Business: Build relationships, secure referrals, and participate in networking events
Shape the Firm's Future: Collaborate with leadership on strategic growth initiatives

What we offer

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

Fulltime

Financial Planner

Our client is a client-first financial services firm dedicated to delivering com...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years in financial planning, wealth management
CFP® certification preferred
Series 65 or equivalent preferred
Expertise in investment strategies, financial planning, and compliance
Strong relationship-building skills with high-net-worth clients
Leadership experience with a mentorship mindset

Job Responsibility

Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies
Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management
Mentor & Lead: Support junior advisors and contribute to a strong team culture
Grow the Business: Build relationships, secure referrals, and participate in networking events
Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives

Fulltime

Financial Planner

Join a top-tier, fee-based wealth management firm known for rigorous investment ...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years in wealth management, including 2+ years building financial plans
Strong knowledge across core planning disciplines
Experience with tools like eMoney, MoneyGuidePro, Holistiplan, WealthStudios, or Salesforce
Advanced Excel skills and strong communication abilities
Comfortable in a fast-paced, feedback-driven environment

Job Responsibility

Analyze client data and develop tailored financial planning recommendations
Attend meetings as the planning specialist and support advisors directly
Build and help implement complex financial plans
Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation
Maintain planning data across platforms and improve internal processes
Share planning updates and best practices with advisor teams

What we offer

Three weeks of PTO
Fully paid medical
Fully paid dental
Fully paid vision
Generous 401(k) match
Meaningful long-term growth

Fulltime

Financial Planner

A fantastic opportunity has arisen for a number Financial Planner's to join this...

Location

United Kingdom , Glasgow

Salary:

70000.00 - 90000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

July 30, 2026

Requirements

Driven by a desire to deliver good outcomes for clients
Flexible and confident to provide their input
Able to work collaboratively in a team environment
Excellent interpersonal and communication skills
Confidence with clients
High levels of technical knowledge
Strong networkers who feel comfortable presenting to large audiences
Able to evidence high levels of client-centricity
Approach to both growing and serving your client base

Job Responsibility

Upholding values and culture of client centricity at all times
Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employers
Actively seeking to onboard new clients
Contribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members
Contacting clients and setting up meetings, either on-line, within an office environment or in clients' homes or business premises
Conducting in-depth assessments of clients' financial circumstances, current provision and future aims
Completing investment risk analyses using attitude to investment risk questionnaires
Researching the marketplace and providing clients with information on new and existing products and services
Analysing information and preparing plans best suited to individual clients' requirements
Designing financial strategies

What we offer

Flexible working patterns
Benefits
Bonus

Fulltime

Financial Planner

Robert Half is seeking a talented Financial Planner to support our client in the...

Location

United States , Philadelphia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent combination of education
CFP designation required
5+ years of financial planning experience preferred
FINRA Series 7 and 66 (or ability to obtain within 6 months)
Strong customer service background
Excellent interpersonal skills
effective working independently or in a team
Strong critical thinking and problem‑solving skills

Job Responsibility

Develop and refine financial plans aligned with client goals
Partner with advisors to design customized financial strategies
Troubleshoot and resolve financial planning software issues to ensure smooth advisor workflow
Lead virtual meetings with advisors and clients to review planning options and recommendations
Serve as an internal consultant, providing expert guidance on financial planning topics
Stay current on industry trends and research, delivering timely insights and solutions to the team

What we offer

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

Select Country

Financial Planner

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?

Financial Planner

Financial Planner

Financial Planner

Financial Planner

Financial Planner

Financial Planner

Financial Planner

Financial Planner

Financial Planner

Our AI answers in your language