Senior Financial Planner Job at Robert Half (Tysons, Virginia)

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Senior Financial Planner

A well-established boutique wealth management firm is seeking an experienced adv...

Location

United States , Pescadero

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

7+ years of wealth management or related financial services experience
Bachelor's degree or equivalent experience preferred
Series 65 and/or CFP designation preferred
Experience with financial planning tools such as eMoney, MoneyGuidePro, or NaviPlan
Strong understanding of financial planning, investments, tax, and estate planning concepts
Experience using CRM platforms such as Salesforce

Job Responsibility

Partner with advisors and client service teams to deliver a high-touch client experience
Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication
Build and maintain strong client relationships through proactive service and responsiveness
Coordinate with internal teams and outside professionals to support client needs and resolve requests
Participate in client meetings and support business development initiatives
Track client activity, maintain CRM records, and ensure timely follow-up
Assist with operational improvements and special projects as needed

Senior Financial Planner

This highly regarded and well established leading industry fund has been establi...

Location

Australia , Perth

Salary:

150000.00 - 170000.00 AUD / Year

Randstad

Expiration Date

June 10, 2026

Requirements

Extensive experience working as a Financial Planner
Current AR status (registered on ASIC)
Strong relationship building skills
Tertiary degree aligned with FASEA education requirements

Job Responsibility

Providing holistic financial advice to new and existing members of the funds
Advice given face to face
Write own statements of advice
All leads provided
Full administrative support
Focus on building book and providing high quality advice

What we offer

Attractive salary package
Positive work/life balance encouraged with potential flexible working arrangements
Great career development opportunities
Fun social events

Fulltime

!

Senior Financial Planner

We are looking for an experienced Senior Financial Planner to join our thriving ...

Location

United States , Tysons

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in financial planning
Bachelor's degree in Finance, Accounting, or a related field
Certified Financial Planner (CFP) designation is required
Active Series 6, 7, 63, or 65 licenses
Proficiency in Accounts Payable, Accounts Receivable, and QuickBooks
Strong data entry skills and attention to detail
Life and Health Insurance licenses are highly desirable
Excellent communication and interpersonal skills

Job Responsibility

Develop and implement comprehensive financial plans and strategies tailored to individual client needs
Build lasting relationships with clients by providing exceptional service and personalized financial advice
Conduct in-depth analyses of clients' financial situations, investment portfolios, and tax planning strategies
Guide clients through the financial planning process, offering clear and actionable recommendations
Monitor market trends and product updates to ensure clients benefit from the most current financial solutions
Provide expert advice on investment strategies, wealth management, and risk mitigation techniques
Ensure compliance with all financial regulations and industry standards
Prepare for client meetings by conducting thorough research and analysis

What we offer

medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Senior Financial Planner

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

Location

United States , San Francisco

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

As a Senior Financial Planner, you will partner closely with an Advisor to suppo...

Location

Canada , Manitoba

Salary:

Not provided

Aplin

Expiration Date

Until further notice

Requirements

CFP designation (required), or a CPA/CA with a commitment to completing the CFP
Minimum of 2 years of relevant experience
Strong technical knowledge and comfort working with financial planning software and complex strategy modeling
Experience supporting full wealth-planning engagements from discovery through plan presentation
Excellent interpersonal and communication skills
Collaborative and relationship-focused mindset

Job Responsibility

Collaborate with an Advisor to deliver comprehensive financial plans through deep client discovery, analysis, and presentation
Support the implementation of wealth strategies in partnership with a team of internal specialists
Champion a client-focused approach that strengthens relationships and enhances the overall client experience
Assist with the planning and delivery of client seminars on financial planning topics
Maintain high professional standards while staying current on financial planning trends, tools, and best practices

What we offer

Competitive compensation and a comprehensive benefits package
Incentive programs
Paid time off
Pension
Employee share ownership options
Opportunity to work alongside a successful, supportive, and collaborative advisory team
A positive, inclusive workplace that values curiosity, creativity, and shared success
Ongoing learning and development opportunities through a robust internal training platform
The chance to be part of an organization that is committed to making a meaningful impact

Fulltime

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...

Location

United States , McLean; New York City; Bellevue

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
6-9+ years experience in a client-facing financial services roles
Experience with in depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred

Job Responsibility

Gain a deep understanding of our members’ unique needs and aspirations to confidently advise them on their financial goals
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
Research and present investment strategies
Coordinate tax filing and estate planning

What we offer

Comprehensive health coverage: Medical, dental and vision
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
PTO
Top of Market Pay
Paid parental leave
In-person team & company events

Fulltime

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