Financial Planner | 1 day onsite
CFP® Financial Planner – East Bay RIA ($4B+ AUM)
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA managing $4B+ in assets under management to hire a Financial Planner (CFP®). This is a strong opportunity for a CFP® professional looking to join a collaborative advisory team and work closely with an established client base on comprehensive financial planning.
Key Responsibilities
• Gather and analyze client financial information to support Advisors in developing tailored financial planning strategies
• Participate in client meetings and provide expertise on complex financial planning topics
• Assist in the design, presentation, and implementation of comprehensive financial plans
• Conduct research on financial planning strategies, regulatory updates, and industry trends
• Maintain and update client data within financial planning software platforms
• Help establish and maintain internal planning processes, policies, and operational workflows
• Provide guidance to Advisors on financial planning best practices
• Monitor industry developments and share relevant insights with the advisory team
Qualifications:
• CFP® certification required
• Bachelor’s degree required
• 2+ years of financial planning experience
• Experience with planning software such as MoneyGuidePro and custodial platforms including Schwab and Fidelity
• At least 1 year supporting comprehensive financial planning, including estate planning, tax planning, retirement planning, and equity compensation (stock options)
If you’re a CFP® professional looking to grow within a respected RIA and contribute to a team-focused advisory environment, feel free to message Jennifer Fukumae on LinkedIn directly or apply.
Compensation
$120,000.00-$160,000.00 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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