CrawlJobs Logo
Robert Half Logo Robert Half · Finance

Senior Financial Planner

United States, Pescadero · Job Posted June 09, 2026
Apply Position
Job Link Share

Job Description

A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment.

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

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
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

Senior Financial Planner

8 matching positions

Senior Financial Planner

This highly regarded and well established leading industry fund has been establi...
Location
Location
Australia , Perth
Salary
Salary:
150000.00 - 170000.00 AUD / Year
https://www.randstad.com Logo
Randstad
Expiration Date
June 10, 2026
Flip Icon
Requirements
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
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
What we offer
  • Attractive salary package
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Great career development opportunities
  • Fun social events
  • Fulltime
!
Read More
Arrow Right

Senior Financial Planner

We are looking for an experienced Senior Financial Planner to join our thriving ...
Location
Location
United States , Tysons
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Financial Planner

Join a growing financial services firm known for delivering high-touch, personal...
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
  • 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
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
What we offer
  • company-funded ESOP
  • retirement plans
  • tuition reimbursement
  • comprehensive healthcare
  • generous PTO
Read More
Arrow Right

Senior Financial Planner

We are looking for an experienced Senior Financial Planner to join our thriving ...
Location
Location
United States , Tysons, Virginia
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Financial Planner

As a Senior Financial Planner, you will partner closely with an Advisor to suppo...
Location
Location
Canada , Manitoba
Salary
Salary:
Not provided
aplin.com Logo
Aplin
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...
Location
Location
United States , McLean; New York City; Bellevue
Salary
Salary:
Not provided
range.com Logo
Range
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...
Location
Location
United States , McLean; New York City; Bellevue
Salary
Salary:
Not provided
range.com Logo
Range
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Senior Financial Planner

We’re looking for an experienced Senior Financial Planner to join our team of in...
Location
Location
United States , McLean; New York City; Bellevue
Salary
Salary:
Not provided
range.com Logo
Range
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right