<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a highly analytical and intellectually driven <strong>Associate Financial Planner</strong>. This is a rare opportunity to learn directly from a seasoned advisor with 16 years of experience at top wirehouses and now the Managing Director of a boutique family office. The firm takes a highly customized, strategic approach to wealth management, going far beyond traditional investment management. The Associate Financial Planner will begin in an apprentice-style role, learning the full depth of financial planning and applying that knowledge directly to client families. Over time, this position offers the potential for a long-term career path within the team.</p><p> </p><p><strong>Position Overview</strong></p><p>The Associate Financial Planner will support the advisor in creating sophisticated, bespoke financial plans and working through complex financial challenges unique to high-net-worth clients. This role is ideal for someone who is intellectually curious, analytical, and passionate about delivering excellence in financial planning.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and performance/risk analysis.</li><li>Evaluate client-specific financial situations and build tailored recommendations.</li><li>Stay informed on market conditions, tax law changes, and economic trends to help clients make well-informed financial decisions.</li><li>Support pre-meeting preparation including agendas, tax research, portfolio reviews, and scenario modeling.</li><li>Continuously monitor client financial profiles with accuracy, attention to detail, and strategic insight.</li><li>Build financial projections and assist in crafting best-in-class comprehensive financial plans.</li></ul><p><br></p>

<ul><li><strong>4+ years of professional experience in Financial Services</strong>, ideally with consulting exposure.</li><li>Open to candidates coming from RIAs or firms where they have conducted financial planning work.</li><li>Experience with <strong>E-Money</strong> or progress toward the <strong>CFP®</strong> <strong>designation is a must have.</strong></li><li>Highly intellectual, detail-oriented, and motivated by analytical problem-solving.</li><li>Professional, polished communication style.</li><li>Exceptional verbal and written communication skills, as this role is heavily client-facing.</li></ul><p> </p><p> </p><p>For expedited consideration or to have a conversation about other roles in, please send a message to <strong>Jennifer Fukumae</strong> on LinkedIn.</p>

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