Financial Planner
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Financial Planning Associate | Wealth Management | San Ramon
Join a growing wealth management firm that takes a truly integrated approach to tax, financial planning, and investment advice for high-net-worth clients. This is an ideal opportunity for a tax professional looking to move beyond compliance and into a more strategic, relationship-driven advisory role.
You'll gain hands-on exposure to financial planning, work alongside experienced advisors, and help clients make informed long-term decisions. The firm is happy to train on the wealth management side, and there's no business development or cold calling, allowing you to focus on planning, collaboration, and client impact.
Responsibilities
- Review tax returns and identify proactive tax planning opportunities
- Prepare tax projections, multi-year planning scenarios, and cash flow analyses
- Advise on strategies involving Roth conversions, RMDs, charitable giving, and capital gains
- Partner with advisors to deliver integrated tax and financial planning recommendations
- Participate in client meetings and coordinate with outside tax professionals
- Prepare planning memos and a limited number of tax returns for select clients
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Qualifications:
- CPA or EA designation
- 5+ years of tax experience
- Strong experience preparing and reviewing individual tax returns
- Interest in tax planning, wealth management, and financial planning
- Excellent communication and relationship-building skills
- Collaborative, organized, and client-focused
- Experience with tax projections or financial planning software is a plus
- Interest in pursuing financial planning credentials or securities licenses is welcomed
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
$100,000.00-$150,000.00 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.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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