Financial Planning Lead - Wealth Management Job at Robert Half (Alamo)

Financial Planning Lead - Wealth Management

A highly respected wealth management firm is seeking a senior financial planning...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

What we offer

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

Fulltime

Wealth Planning Associate / Lead Wealth Planner

Jennifer Fukumae is seeking a talented financial planning professionals to join ...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

6+ years of financial planning experience, or comparable experience in high-net-worth tax, investment management, or related fields
Must hold a CFP® or CFA
Strong communication, relationship-building, and client management skills

Job Responsibility

Participate in client meetings alongside Lead Advisors, collecting and analyzing client data
Assist in creating and presenting financial plans using a structured planning process
Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management
Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports
Develop and deepen client relationships through regular communication and proactive service
Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans
Prepare client and prospect presentations, correspondence, and meeting materials
Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates
Maintain and expand client, advisor, and prospect databases
Support technology integration and document management initiatives to streamline planning processes

What we offer

Competitive salary, bonus structure, and benefits package

New

Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions)

At Wells Fargo, we are looking for talented individuals who place our clients at...

Location

United States , Charlotte

Salary:

185000.00 - 300000.00 USD / Year

Wells Fargo

Expiration Date

July 24, 2026

Requirements

7+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Lead complex, high-impact initiatives within the Executive Wealth Solutions and Professional Services segment, often spanning multiple business lines and disciplines
Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and lending strategies aligned with their broader wealth plans
Drive large-scale strategic planning efforts focused on expanding and deepening relationships within the executive and professional services client segment
Analyze and structure sophisticated, multi-layered credit and liquidity solutions, including bespoke lending, tailored banking arrangements, and integrated trust strategies
Navigate complex financial, operational, and client-specific factors, including illiquid assets, concentrated positions, and executive compensation structures
Make sound decisions in highly complex environments, applying deep expertise in HNW client needs, regulatory considerations, and lending frameworks
Collaborate closely with advisors, investment professionals, trust partners, and senior leadership to deliver a seamless, client-centric experience
Lead client engagements, deal execution, and internal initiatives, while mentoring junior team members and serving as a subject matter expert

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Financial Advisor - PNC Wealth Management

At PNC, our people are our greatest differentiator and competitive advantage in ...

Location

United States , Absecon

Salary:

75000.00 USD / Year

PNC Financial Services

Expiration Date

Until further notice

Requirements

University/college degree with 2+ years of relevant professional experience
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
FINRA Series 7 and 66 (or 63,65) required
Life and Health Insurance required

Job Responsibility

Consults on investment and insurance strategies and the development of financial plans for clients
Grows and retains an investment and insurance book of business
Owns the client experience
Acquires, expands and maintains client relationships through business development and client networking
Develops and implements investment and insurance strategies for clients
Determines the best products to support such strategies
Presents sound financial recommendations and guidance to clients
Establishes individual financial plans based on client financial needs and objectives
Monitors financial plans and recommends changes as needed
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities

What we offer

Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance

Fulltime

New

Sr. Program Manager- Financial Planning

Senior Program Manager – Financial Planning (Wealth Management) Location: Hybrid...

Location

United States , Springfield

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

10+ years of Program or Portfolio Management experience in complex enterprise environments
Proven experience leading large-scale digital transformation initiatives, particularly legacy to modern platform migrations
Demonstrated success in program recovery or turnaround situations
Strong experience managing multi-track Agile or iterative delivery models
Experience leading distributed or global teams including offshore
Strong governance, dependency management, and execution discipline.

Job Responsibility

Own the integrated program plan including schedule, milestones, dependencies, and critical path
Drive daily and weekly execution cadence including standups, sprint planning, demos, and retrospectives
Lead program re-baselining efforts within the first 90 days to establish realistic delivery timelines
Enforce structured iterative delivery including readiness criteria and entry and exit gates
Manage track sequencing to ensure alignment across multiple digital workstreams
Support go-live readiness and provide production support as needed
Coordinate delivery across multiple concurrent workstreams
Manage and proactively resolve interdependencies across business, technology, UX, and testing teams
Facilitate weekly cross-track synchronization meetings
Partner with architecture and engineering leads to ensure proper technical sequencing

Fulltime

New

Client Relationship Manager - Wealth Management

We are looking for a licensed Client Relationship Manager to support educators a...

Location

United States , Rye

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance, business, economics, or a related discipline, or comparable relevant experience
Active financial services licenses such as Series 6 or 7, Series 63 or 66, and/or Life and Health Insurance licensure
At least 4 years of experience in financial services, banking, wealth management, or a closely related field
Demonstrated success managing and expanding client relationships through consultative service and trusted guidance
Hands-on experience with account opening, client onboarding, documentation handling, and service request processing
Strong understanding of retirement products, financial planning fundamentals, investment concepts, and industry regulations

Job Responsibility

Oversee an assigned group of clients, holding regular conversations about retirement objectives, contribution strategies, and changing financial priorities
Respond to service requests with accuracy and urgency, ensuring account-related needs are completed and tracked through resolution
Maintain ongoing outreach to clients regarding plan changes, contribution opportunities, and major life events that may affect financial planning decisions
Meet with prospective clients to assess retirement planning goals, explain available services, and build confidence in the advisory relationship
Lead new client setup by coordinating forms, account establishment, and required documentation for 403(b) participation
Partner with internal colleagues, advisors, and plan administrators to create a seamless experience from initial engagement through active account management
Evaluate client circumstances and present appropriate retirement and insurance-related solutions that align with individual goals and risk considerations
Educate clients on 403(b) plan provisions, contribution limits, employer-sponsored benefits, and other relevant planning concepts
Support retention and organic business growth by identifying additional services that match evolving client needs while maintaining a high standard of compliance
Keep licenses current and maintain precise records of account activity, transactions, and client communications in approved systems while adhering to applicable regulations

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan

Wealth Management Regional Director - South

A Director-level leader accountable for Planning & Advice Distribution performan...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven leader of leaders within Wealth Management, Financial Planning, or Private Banking
Proven ability to deliver results via a balanced-scorecard framework spanning commercial outcomes, customer experience, colleague sentiment, and management of regulatory risk
Experience leading multi-team / regional distribution environments
Strong understanding of regulated advice processes, suitability, and client outcomes
Experience coaching leaders and improving performance at scale
Solid analytical capability, including identifying performance trends, drawing insights, and making data-driven decisions
Skilled in establishing and nurturing stakeholder relationships across interconnected strategic agendas

Job Responsibility

Accountability for regional outcomes across commercial outcomes, client experience and adviser productivity
Take responsibility for pan WM business initiatives where required
Lead delivery through Team Leaders, ensuring alignment, pace, and consistent execution across all teams
Use MI, forecasting, and performance insight to identify trends, address gaps, and drive targeted interventions
Maintain clear visibility of regional performance, risks, and opportunities
Partner with other regional directors to drive alignment in key priorities and ways of working
Lead, coach, and develop Team Leaders, ensuring effective leadership of their teams
Retain accountability for the regional Wealth Planner and Wealth Manager population, with clear oversight of performance, capability, and outcomes through Team Leaders
Set clear expectations on standards, behaviours, and productivity across the region
Build a strong, consistent performance culture, with clear accountability and follow-through

Fulltime

Senior Client Service Associate | Wealth Management Firm

A growing, client-focused wealth advisory practice in the Bay Area is seeking a ...

Location

United States , Concord

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent industry experience)
3–5+ years of experience within wealth management, financial advisory, brokerage, or investment operations
Strong understanding of investment products, account structures, and regulatory frameworks
Excellent interpersonal and client relationship skills
Experience working with CRM systems, financial planning tools, and Microsoft Office
Series 65 license (or equivalent) preferred or willingness to obtain

Job Responsibility

Partner with financial advisors to support onboarding and integration of new client relationships
Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items
Maintain accurate client and prospect records across CRM and internal systems
Serve as a trusted support partner during client meetings and relationship management activities
Lead select client review meetings and assist with presenting financial planning updates
Gather and organize client financial data to support comprehensive planning and investment strategy discussions
Assist with preparation and implementation of financial plans
Respond to client inquiries regarding accounts, transactions, and planning-related requests
Support account opening, maintenance, and servicing across multiple custodial platforms
Ensure all client interactions and activities are documented within CRM systems

What we offer

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

Fulltime

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Financial Planning Lead - Wealth Management

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