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Robert Half Logo Robert Half · Finance

Financial Planner

United States, Philadelphia · Job Posted March 13, 2026
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Job Description

Robert Half is seeking a talented Financial Planner to support our client in the Philadelphia area. In this role, you’ll partner with financial advisors to develop customized strategies that address client goals, while offering expert guidance on planning tools and solutions. If you excel at client engagement, bring strong analytical skills, and uphold high ethical standards, this position offers an opportunity to make a meaningful impact.

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

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

What we offer

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