Lead Financial Planner Job at Robert Half (Mountain View)

Lead Financial Planner

They're dedicated to empowering clients, community, associates, and families to ...

Location

United States , Menlo Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of financial planning experience in a RIA
Must be at least already in the CFP program if currently not a CFP
Must have strong communication and relationship building skills

Job Responsibility

Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans
Collect and analyze client financial information
Develop financial plans, investment policies, and portfolio reports
Implement and monitor plans, coordinating with external advisors
Prepare client communications and presentations
Maintain client and prospect databases
Assist with technology integration and document management

What we offer

Bonuses
Profit Sharing

Fulltime

Lead Financial Planner

They're dedicated to empowering clients, community, associates, and families to ...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of financial planning experience in a RIA
Must be at least already in the CFP program if currently not a CFP
Must have strong communication and relationship building skills

Job Responsibility

Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans
Collect and analyze client financial information
Develop financial plans, investment policies, and portfolio reports
Implement and monitor plans, coordinating with external advisors
Prepare client communications and presentations
Maintain client and prospect databases
Assist with technology integration and document management

What we offer

Base + Bonus + Profit Sharing
Clear career path to becoming a Lead Advisor
Incredible work culture with minimal turnover
Bonuses
Lucrative Profit Sharing program

Lead Financial Planner

They're dedicated to empowering clients, community, associates, and families to ...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of financial planning experience in a RIA
Must be at least already in the CFP program if currently not a CFP
Must have strong communication and relationship building skills

Job Responsibility

Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans
Collect and analyze client financial information
Develop financial plans, investment policies, and portfolio reports
Implement and monitor plans, coordinating with external advisors
Prepare client communications and presentations
Maintain client and prospect databases
Assist with technology integration and document management

What we offer

Base + Bonus + Profit Sharing
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Lead Financial Planner

They're dedicated to empowering clients, community, associates, and families to ...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of financial planning experience in a RIA
Must be at least already in the CFP program if currently not a CFP
Must have strong communication and relationship building skills

Job Responsibility

Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans
Collect and analyze client financial information
Develop financial plans, investment policies, and portfolio reports
Implement and monitor plans, coordinating with external advisors
Prepare client communications and presentations
Maintain client and prospect databases
Assist with technology integration and document management

What we offer

Base + Bonus + Profit Sharing
Bonuses
Lucrative Profit Sharing program
Clear career path to becoming a Lead Advisor

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 Manager

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

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

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Lead Financial Planner

Job Description

Job Responsibility

Requirements

What we offer

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