CrawlJobs Logo
Robert Half Logo Robert Half · Finance

Lead Financial Planner

United States, Menlo Park · Job Posted May 27, 2026
Apply Position
Job Link Share

Job Description

They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.

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

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

What we offer

  • Bonuses
  • Profit Sharing
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Lead Financial Planner

8 matching positions

Lead Financial Planner

They're dedicated to empowering clients, community, associates, and families to ...
Location
Location
United States , Mountain View
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • bonuses
  • profit sharing
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Lead Financial Planner

They're dedicated to empowering clients, community, associates, and families to ...
Location
Location
United States , Mountain View
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Lead Financial Planner

They're dedicated to empowering clients, community, associates, and families to ...
Location
Location
United States , Mountain View
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Base + Bonus + Profit Sharing
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Lead Financial Planner

They're dedicated to empowering clients, community, associates, and families to ...
Location
Location
United States , Mountain View
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Base + Bonus + Profit Sharing
  • Bonuses
  • Lucrative Profit Sharing program
  • Clear career path to becoming a Lead Advisor
Read More
Arrow Right

Lead Planner

Are you a strategic planning expert looking to spearhead complex, high-profile i...
Location
Location
United Kingdom , Heywood
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
July 28, 2026
Flip Icon
Requirements
Requirements
  • Proven Experience: Strong background in Project Controls and/or Project Delivery, ideally within a highly regulated environment
  • Technical Mastery: Solid experience interpreting estimating, scheduling, programming, and risk tools
  • Leadership Skills: Proven ability to prioritise work effectively, delegate, train staff, and take full ownership of departmental requirements
  • Qualifications: HNC/HND, degree qualified, or equivalent extensive experience in a planning-related discipline
Job Responsibility
Job Responsibility
  • Strategic Leadership: Provide visible, effective leadership to the planning team, partnering with Project/Programme Managers to deliver core business case benefits
  • Team Development: Define the planner resource strategy, support recruitment, and oversee the continuous professional development of the planning team
  • Project Controls Integration: Oversee interfacing with the project controls team to maintain a strictly aligned financial position with the master Programme Plan
  • Best Practice & Governance: Champion industry-best project planning standards, tools, and processes, driving capability building across the function
  • Stakeholder & Performance Management: Review performance trends to identify areas for improvement and collaboration, while building strong internal and external networks to support work-winning teams and future clients
Read More
Arrow Right

Financial Planner

We are partnering with a well-established, fee-only Registered Investment Adviso...
Location
Location
United States , Chattanooga
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Financial Planner Manager

A highly respected wealth management firm is seeking a senior financial planning...
Location
Location
United States , Walnut Creek
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • flexible hybrid schedule
  • shortened Fridays
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Financial Planner

Our client is a client-first financial services firm dedicated to delivering com...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
  • Fulltime
Read More
Arrow Right