Financial Planning AssociateRobert Half

Description

Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a Financial Planning Associate to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You'll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team.

Responsibilities

Financial Planning & Advisor Support

• Partner with Financial Advisors to develop and maintain personalized financial plans for clients.

• Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.

• Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.

• Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.

• Maintain detailed activity records, client updates, and follow-up items within the firm's CRM.

• Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.

Requirements

• Bachelor's degree preferred, ideally in Finance, Economics, Business, or a related discipline.

• 02 years of experience; recent graduates and candidates with relevant internships or academic exposure are encouraged to apply.

• Strong interest in financial markets, investments, wealth management, and comprehensive financial planning.

• Able to work with numbers, interpret financial information, and communicate findings effectively.

• Comfortable navigating technology and interested in learning new financial planning platforms.

• Excellent organizational skills and the ability to balance competing deadlines.

• Strong written and verbal communication skills with a professional approach to working with clients and colleagues.

• Demonstrates sound judgment, discretion, and a high level of integrity when handling sensitive financial information.

• Interested in pursuing the CFP designation and prepared to begin the required coursework.

Robert Half is the worlds 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 (https://www.roberthalf.com/us/en/mobile-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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