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Lead Planner

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Mountain View

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Are you passionate about guiding individuals and families through meaningful financial decisions? Join a values‑driven wealth advisory firm committed to simplifying the complex, earning trust, and delivering exceptional service with care and clarity. We’re seeking an experienced Lead Planner to lead client relationships, provide holistic financial guidance, and mentor Associate Wealth Architects. This role is ideal for a experienced advisor who thrives on making a genuine impact while contributing to a collaborative, mission‑aligned team.

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

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
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 26, 2026

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