Financial Planner – Financial Advisory | San Francisco Bay AreaA values-driven wealth advisory firm is seeking an experienced Financial Planner to join its team. This is a high-impact opportunity for a experienced advisor to lead client relationships, mentor entry-level team members, and deliver holistic financial planning in a collaborative, service-oriented environment. About the Role:As a Financial Planner, you’ll manage and retain client relationships, develop personalized financial strategies, and mentor Associate Planners. You’ll collaborate with internal teams and external advisors to deliver comprehensive planning across investments, estate, tax, and philanthropic goals. Key Responsibilities:<ul><li>Lead client relationship management and strategic financial planning</li><li>Prepare and review financial documents, cash flow analyses, and portfolio reports</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.)</li><li>Oversee investment policy execution and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate reporting</li><li>Coach and develop Associate Wealth Architects</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives</li></ul>Why Join Us?<ul><li>Mission-driven firm with a client-first philosophy</li><li>Collaborative team culture focused on growth and well-being</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Ideal Candidate:<ul><li>Bachelor’s degree in business, finance, accounting, or economics</li><li>Graduate degree or designation required (CFP®, CFA, CPA, JD, etc.)</li><li>5–10+ years of experience in financial services, including client advisory</li><li>Series 65 license preferred</li><li>Strong interpersonal, communication, and leadership skills</li><li>Proficiency in Microsoft Office; experience with CRM, portfolio management software, and custodial platforms (e.g., Schwab, Fidelity)</li><li>High integrity, detail-oriented, and committed to service excellence</li></ul>Excited about this role? We’d love to hear from you!Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

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. 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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> 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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

Mountain View, CA
onsite
Permanent
100000.00 - 150000.00 USD / Yearly
Financial Planner – Financial Advisory | San Francisco Bay AreaA values-driven wealth advisory firm is seeking an experienced Financial Planner to join its team. This is a high-impact opportunity for a experienced advisor to lead client relationships, mentor entry-level team members, and deliver holistic financial planning in a collaborative, service-oriented environment. About the Role:As a Financial Planner, you’ll manage and retain client relationships, develop personalized financial strategies, and mentor Associate Planners. You’ll collaborate with internal teams and external advisors to deliver comprehensive planning across investments, estate, tax, and philanthropic goals. Key Responsibilities:<ul><li>Lead client relationship management and strategic financial planning</li><li>Prepare and review financial documents, cash flow analyses, and portfolio reports</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.)</li><li>Oversee investment policy execution and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate reporting</li><li>Coach and develop Associate Wealth Architects</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives</li></ul>Why Join Us?<ul><li>Mission-driven firm with a client-first philosophy</li><li>Collaborative team culture focused on growth and well-being</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-10-14T01:58:57Z