Financial Planning Lead - Wealth Management
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite
A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families.
This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.
Responsibilities
- Lead the financial planning function and set standards
- Manage, mentor, and develop the planning team
- Review and refine complex planning deliverables
- Partner with clients and advisors on advanced planning needs
- Improve workflows, processes, and team efficiency
- Drive accountability, quality, and performance standards
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Qualifications:
- 8+ years of financial planning experience with HNW clients
- 3-5+ years of leadership or team management experience
- CFP required
- Strong expertise in tax, estate, retirement, and cash flow planning
- Experience with MoneyGuidePro or similar software
- Proven ability to lead teams and enforce structure in a high-performance environment
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within wealth management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
Compensation
$150,000.00-$250,000.00 YearlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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