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

New

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 Financial Planner

Join a growing financial services firm known for delivering high-touch, personal...

Location

United States , Berkeley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics, or related field
CFP® or Series 65 certification required
5–7+ years of financial planning experience
Expertise in tax, estate, retirement, and insurance planning
Skilled in financial planning software (eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
Strong communicator who can simplify complex strategies for clients

Job Responsibility

Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager
Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning
Advise clients directly and collaborate with attorneys, CPAs, and investment professionals
Lead financial planning technology integration and process improvements
Mentor junior team members and support growth of the Advice Strategy function
Manage complex plan implementations and maintain compliance standards

What we offer

company-funded ESOP
retirement plans
tuition reimbursement
comprehensive healthcare
generous PTO

Senior Financial Planner

Join a growing financial services firm known for delivering high-touch, personal...

Location

United States , Berkeley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics, or related field
CFP® or Series 65 certification required
5–7+ years of financial planning experience
Expertise in tax, estate, retirement, and insurance planning
Skilled in financial planning software (eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
Strong communicator who can simplify complex strategies for clients

Job Responsibility

Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager
Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning
Advise clients directly and collaborate with attorneys, CPAs, and investment professionals
Lead financial planning technology integration and process improvements
Mentor junior team members and support growth of the Advice Strategy function
Manage complex plan implementations and maintain compliance standards

What we offer

company-funded ESOP
retirement plans
tuition reimbursement
comprehensive healthcare
generous PTO

Buyer, Grocery - Snacks and Beverage

This position owns the assortment, pricing strategy, planogram, marketing, and m...

Location

United States , Grand Rapids

Salary:

Not provided

Meijer

Expiration Date

Until further notice

Requirements

Associate's or Bachelor's degree
or equivalent retail experience
3-7 years of experience in a Buying role
6+ years of experience in the retail industry
Buying, inventory management and analysis experience required
Knowledge of the market, retail business and customers
Knowledge of business drivers (e.g. pricing, promotion, assortment)
Financial Planning skills
Negotiations skills
Sense of product trends

Job Responsibility

Drives the strategic direction of the area with the goal to make Meijer the most compelling place for our customers to shop by focusing on Pricing, Assortment, Brands, Marketing, and Store Presentation
Utilize internal and external market information to anticipate trends and future customer needs to drive brand and item selection
Visits stores (both Meijer and competition) regularly to proactively understand assortments, pricing and store presentation
Works with the Merchandise Financial Planner on the financial plan
Responsible for the overall direction and performance of a merchandising category
Determines category position profile and assigns a role to each category
Drives the category review and makes the recommendations based on analysis
Works with team to develop and approves master and version planograms
Determines pricing strategy for category / product that maintains Meijer's pricing integrity, drives sales, and direct margin dollars
Reviews pricing analytics with Pricing team to determine optimal pricing

What we offer

Weekly pay
Scheduling flexibility
Paid parental leave
Paid education assistance
Team member discount
Development programs for advancement and career growth

Fulltime

New

Lead Planner

Are you passionate about guiding individuals and families through meaningful fin...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, finance, accounting, economics, or related discipline
Advanced credential required (CFP®, CFA, CPA, EA, JD, Master’s, or PhD)
5–10+ years of experience in financial services
5+ years advising clients directly
Series 65 preferred

Job Responsibility

Serve as the primary advisor for a portfolio of client relationships
Deepen client trust through ongoing communication, planning updates, and proactive guidance
Lead the completion and review of financial planning materials, including balance sheets, strategic plans, financial plans, cash‑flow analyses, estate and account maps, and investment reporting
Deliver comprehensive financial advice across investment management, tax and estate considerations, risk management, liabilities, family planning needs, and long‑term wealth strategies

What we offer

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

Regional Supply Planner

Responsible for planning, scheduling and coordinating demand/supply management, ...

Location

United States , Aguadilla

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent experience
Typically 4-6 years of experience in a supply chain function
Strong understanding of supply chain processes (plan, source, make deliver)
Very strong analytical and data modeling skills
Very strong communication and influencing skills
Proven relationship management skills
Strong knowledge of Microsoft Office skills (Excel, PowerPoint, etc.), statistical analysis, and financial modeling
Strong project management skills to lead cross-functional teams
Strong business acumen and technical knowledge within area of responsibility
Strong understanding of the company's overall supply chain strategy

Job Responsibility

Manages a broad range of moderately complex supply chain processes
Identifies opportunities for process improvement and develops recommendations
Independently executes the demand and supply matching activities
Drives backlog management
Gathers demand data to synthesize information and delivers demand signals to the supply base
Coordinates or leads regional and global business unit planning teams
Reviews performance metrics and identifies opportunities for improvement
Contributes to priority projects with complex analyses
Communicates requirements and guidelines to planning teams
Mentors junior-level staff

What we offer

Health & Wellbeing benefits
Personal & Professional Development programs
Unconditional Inclusion environment
Comprehensive suite of benefits supporting physical, financial and emotional wellbeing

Fulltime

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:
January 26, 2026

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Location:United States , Mountain View

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Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 26, 2026

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