Financial Planner | $2B AUM RIA Fim!Robert Half

Description

Financial Planner Join a Growing $4B+ RIA | Flex Schedule + 2 Days Onsite

Jennifer Fukumae with Robert Halfs Financial Services Division is partnering with a thriving East Bay RIA managing over $4B in assets under management to hire a Financial Planner ready to take their career to the next level.

This is not just another planning rolethis is an opportunity to step into a high-growth, advisor-centric firm where your expertise in building financial plans is valued, your voice is heard, and your career trajectory is intentional.

If you enjoy creating meaningful financial strategies but want more collaboration, more exposure, and more impact, this is the move.

Why this role stands out:

• Work with a high-quality, established client base

• Join a collaborative, growth-minded advisory team

• Only 2 days onsite + flexible Fridays for better work-life balance

• Real opportunity to influence planning strategy and process

• Be part of a firm that is actively growing and investing in talent

What Youll Do

• Partner closely with Advisors to design and deliver comprehensive financial plans

• Gather and analyze client data to build customized planning strategies

• Sit in on client meetings and serve as a subject matter expert across planning topics

• Support the development and presentation of complex, high-impact financial plans

• Conduct research across areas like tax, estate, retirement, and equity compensation planning

• Maintain and optimize data within financial planning tools and platforms

• Help refine internal processes, policies, and best practices

• Stay ahead of industry trends and bring new ideas and insights to the team

Requirements

• CFP designation (required)

• Bachelors degree

• 4+ years of hands-on financial planning experience

• Proven experience building comprehensive financial plans (estate, tax, retirement, equity comp, etc.)

• Familiarity with tools like MoneyGuidePro, and custodians such as Schwab and Fidelity

• Strong communication skills and a desire to be client-facing and collaborative

If youre looking for a role where you can deepen your planning expertise while joining a firm on the rise, this is a strong next step.

Apply today and send Jennifer Fukumae a message on LinkedIn for fastest consideration.

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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