<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 1 Day ONSITE</strong></p><p> </p><p>A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families.</p><p> </p><p>This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the financial planning function and set standards</li><li>Manage, mentor, and develop the planning team</li><li>Review and refine complex planning deliverables</li><li>Partner with clients and advisors on advanced planning needs</li><li>Improve workflows, processes, and team efficiency</li><li>Drive accountability, quality, and performance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>

<ul><li><strong>8+ years of financial planning experience with HNW clients </strong></li><li>3-5+ years of leadership or team management experience</li><li><strong>CFP required </strong></li><li>Strong expertise in tax, estate, retirement, and cash flow planning</li><li>Experience with MoneyGuidePro or similar software</li><li>Proven ability to lead teams and enforce structure in a high-performance environment</li></ul><p><strong>Interested or even just curious? </strong>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u>. </strong></p><p><br></p><p>Michelle is a <strong>Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> wealth management </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p>

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