Lead Financial Planner Job at Robert Half (Mountain View)

Hybrid Cloud Business Planner

Defines, manages, and evaluates business plans to ensure they are operationally ...

Location

Mexico , Guadalajara

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Typically 6-10 years work experience in strategy, planning, operations, finance, or related functional area
advanced university degree (e.g., MBA) or demonstrable equivalent
extensive knowledge of research methodology for key business issues
excellent analytical thinking, technical analysis, and data manipulation skills
ability to leverage new analytical techniques to develop creative approaches to business analysis
extensive knowledge and understanding of how to analyze business problems using Excel, Access, statistical analysis, and financial modeling
strong business acumen and technical knowledge within area of responsibility
excellent verbal and written communication skills
very strong project management skills, including leading large, cross-functional initiatives
strong relationship management skills, including partnering and consulting

Job Responsibility

Leads complex data and business analyses to develop business plans, and identifies recommendations and insights
works independently to construct highly complex statistical and financial models to forecast business performance
establishes the metrics required to measure business performance, and develops the process for identifying and addressing performance gaps
manages complex, time-sensitive market research projects and prepares synthesized intelligence reports with clear implications
leads cross-functional teams across the entire span of business planning activities
contributes to priority projects by adding creative insights and developing recommendations
partners with business leaders to develop business plans and proactively identify new opportunities
develops go-forward business plan recommendations based on potential risks and returns
identifies cutting-edge analytical tools, models, and methods for making key business decisions.

What we offer

Comprehensive suite of benefits that supports physical, financial and emotional wellbeing
personal and professional development programs
unconditional inclusion environment.

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
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
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

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

Media Director

We are seeking a Media Director who can command a team of media strategists into...

Location

United States , New York; Los Angeles

Salary:

135000.00 - 170000.00 USD / Year

Giant Spoon

Expiration Date

Until further notice

Requirements

8+ years in integrated media planning with knowledge of omni-channel media planning and buying
strong expertise in TV/video strategy and buying as well as custom content and partnerships, ideally in an agency environment
experience in presenting and owning conversations with senior clients both directly and as part of an inter-agency environment
expert in media planning, reporting and management tools such as Nielsen, GWI, Google Analytics, CM360, eMarketer for application/analysis
track record of applying cultural trends and new media opportunities to client business
emphasize creative approaches that breakthrough industry norms and eye award-winning opportunities
resourceful, proactive and buttoned-up management skills
comfortable with delegation
experience identifying new media opportunities and turning it into first-mover opportunities
experience in social media planning, buying (direct and third party) and reporting across multiple platforms

Job Responsibility

Oversee management of media programs including but not limited to content partnerships, video (TV, digital, video, OTT) strategy and distribution, emerging media, social and more
accountable client-facing lead on day-to-day media projects and presentation delivery — commanding presence and confidence a must
planning team lead, overseeing team of media planners and partnering with interdisciplinary teams across strategy, creative and analytics
develop and implement brand-specific processes that create efficient day-to-day team operation
effectively delegating amongst team members, with ease of management both up and down
oversee buttoned-up handling of client’s business documents, workflow and management style
lead on brand financials and budget management
lead contact for brand partners with regular pulse on and familiarity with key stakeholder capabilities, new developments and opportunities
cultivate and foster strong relationships with networks, platforms and other video partners
own agency perspective on where/how media strategy fits into larger comms planning approaches

What we offer

medical/dental/vision insurance
401(k) matching
paid time off

Fulltime

Planning and Insights Intern

The Intern will work on projects to assist merch planners who support strategic ...

Location

United States , Irving

Salary:

Not provided

7-Eleven, Inc

Expiration Date

Until further notice

Requirements

Currently pursuing a four year degree
Strong financial acumen and forecasting skills
Able to critically think and make analytical reasoning
Be a strategic business partner
Be able to tell a story with data, data visualization skills

Job Responsibility

Work on projects to assist merch planners who support strategic and financial performance of assigned merchandise categories
Learn from and support merch planners who act as the Business Partner for the Category Managers and lead financial planning, forecasting, and performance analysis, using advanced analytics to drive data-backed decisions
Partner cross-functionally to support assortment, pricing, and promotional planning—ensuring alignment with 7-Eleven’s business objectives and financial targets

Fulltime

New

Lead Advisor

This growing wealth management firm helps clients align their wealth with their ...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years in financial or estate planning within a wealth management setting
Certified Financial Planner (CFP) designation (required)
Expertise across estate, tax, retirement, insurance, investment, and cash flow planning
Ability to manage multiple client relationships in a fast-paced environment
Strong leadership, communication, and presentation skills
Knowledge of advanced planning topics (e.g., tax loss harvesting, stock options)
Self-starter with integrity and professionalism

Job Responsibility

Act as a Personal CFO, leading client relationships and implementing holistic strategies
Advise on investments, estate, tax, insurance, and retirement planning
Prepare and present tailored financial plans, portfolios, and cash flow analyses
Build business by engaging attorneys, CPAs, and other centers of influence
Lead and mentor a service team to deliver exceptional client outcomes
Contribute to firm-wide initiatives and community impact efforts

What we offer

best-in-class training
leadership development
long-term incentives like profit-sharing
medical, vision, dental, and life and disability insurance
company 401(k) plan

Fulltime

New

Financial Planning Officer

Our client are a VIC state government agency based in the Melbourne CBD. They ar...

Location

Australia , Melbourne

Salary:

66.13 - 70.31 AUD / Hour

Randstad

Expiration Date

March 19, 2026

Requirements

Tertiary qualifications in Accounting or Finance
Previous experience working as a Financial Planner or similar
Strong financial modelling experience
Proficiency with Technology One System, and Microsoft Excel (Desirable)
Strong Forecasting, budgeting, and business analysis skills

Job Responsibility

Financial Modelling & Analysis: Deliver accurate budgets and forecasts with a specialized focus on employee data costing, payroll analysis, and high-integrity financial modeling
Systems & Automation Expertise: Drive efficiency by serving as a subject matter expert in TechnologyOne, Excel, and Copilot, leveraging multiple automation types to streamline workflows
Continuous Improvement & Innovation: Apply lateral thinking and problem-solving to optimize data cleansing, structural system setups, and overall reporting efficiencies
Governance & Documentation: Ensure all new finance processes remain compliant with policy by authoring Standard Operating Procedures (SOPs) and formalizing business process documentation
Strategic Reporting Support: Partner with the FP&A Manager to prepare high-level presentations, correspondence, and reports that contribute to organizational business planning
Change Management & Training: Lead the adoption of new finance systems through knowledge-sharing workshops and active support of team-wide change management activities
Professional & Ethical Advocacy: Model values and integrity while representing the regulator to the community to build awareness of environmental laws and human health protections

What we offer

Access to our benefits platforms offering discounts at a range of huge retailers
3 x pay runs per week ensuring you are always paid within the week
Exclusive access to roles before we go to market
Access to our employee assistance program services, including counselling services

Lead Financial Planner

Robert Half

Location:
United States , Mountain View

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 01, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Lead Financial Planner

Hybrid Cloud Business Planner

Lead Financial Planner

Lead Financial Planner

Wealth Planning Associate / Lead Wealth Planner

Media Director

Planning and Insights Intern

Lead Advisor

Financial Planning Officer

Lead Financial Planner

Robert Half

Location:United States , Mountain View

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:March 01, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Lead Financial Planner

Hybrid Cloud Business Planner

Lead Financial Planner

Lead Financial Planner

Wealth Planning Associate / Lead Wealth Planner

Media Director

Planning and Insights Intern

Lead Advisor

Financial Planning Officer

Location:
United States , Mountain View

Category:
Finance

Contract Type:
Not provided

Job Posted:
March 01, 2026