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Senior Financial Planner

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Berkeley

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact.

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

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
What we offer:
  • company-funded ESOP
  • retirement plans
  • tuition reimbursement
  • comprehensive healthcare
  • generous PTO

Additional Information:

Job Posted:
January 26, 2026

Work Type:
Hybrid work
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