Financial Planner at Wealth Management FirmRobert Half

Description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

Financial Planner | Wealth Management Firm | Walnut Creek; Hybrid (1 Day Onsite)

Join a boutique wealth management firm serving high-net-worth individuals, families, and institutional clients. The firm is known for its planning-focused approach, strong culture, and commitment to delivering highly personalized advice.

This is an excellent opportunity for a financial planner who wants to focus on what they do best: solving complex planning challenges and influencing client outcomes. You'll work closely with advisors and clients on sophisticated planning matters, serving as the firm's go-to resource for tax, estate, retirement, equity compensation, and wealth transfer strategies. The role offers significant visibility, intellectual variety, and the opportunity to help shape planning best practices across the organization.

Responsibilities

• Lead the development and analysis of comprehensive financial plans

• Partner with advisors on complex client planning engagements

• Present recommendations and planning strategies to clients

• Develop solutions across tax, estate, retirement, cash flow, Social Security, and equity compensation planning

• Research advanced planning concepts and regulatory changes

• Serve as an internal resource on financial planning best practices

• Help improve planning processes, workflows, and planning deliverables

• Monitor industry developments and educate the advisory team on emerging planning opportunities

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Requirements

• 7+ years of financial planning experience within wealth management

• CFP designation required

• Experience building and presenting comprehensive financial plans

• Deep knowledge of tax, estate, retirement, and equity compensation planning

• Experience with eMoney, MoneyGuidePro, or similar planning software

• Strong communication, analytical, and presentation skills

• Collaborative mindset and passion for delivering exceptional client advice

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 investment management across the Bay Area. Happy to connect with professionals in the space, even if youre just curious about the market.

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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