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Robert Half Logo Robert Half · Finance

Lead Financial Planner

United States, Menlo Park · Job Posted May 27, 2026
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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
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