Job Information
Robert Half Financial Planner | 1 day in Walnut Creek Office! in Walnut Creek, California
Description
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA overseeing $4B+ in assets under management to hire a Financial Planner. This is an excellent opportunity for a CFP® professional looking to join a collaborative advisory team and work with a strong client base.
If you are interested and would like to learn more, please apply and send Jennifer Fukumae a message on LinkedIn for quickest consideration!
Responsibilities
Collect and evaluate client financial information to support Advisors in developing tailored financial planning strategies
Participate in client meetings as a resource for specialized financial planning topics
Support the design, presentation, and execution of sophisticated financial plans
Conduct research on financial planning concepts, regulations, and strategies as needed
Maintain and update client data within financial planning software platforms
Establish and manage departmental policies, processes, and operational procedures
Provide guidance to Advisors on financial planning best practices
Monitor industry developments and communicate relevant financial planning updates to the advisory team
Requirements
CFP® certification required
Bachelor’s degree required
4+ years of experience in financial planning
Experience with financial planning software such as MoneyGuidePro and custodial platforms including Schwab and Fidelity
At least 1 year of experience supporting comprehensive financial planning, including areas such as estate planning, tax planning, retirement planning, and equity compensation (stock options)
If you are interested and would like to learn more, please apply and send Jennifer Fukumae a message on LinkedIn for quickest consideration.
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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