Financial Planner, Robert Half

Financial Planner

Robert Half

Location:

United States, San Ramon

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

Join a growing wealth management firm where you can make a real difference by helping clients plan for their future and build lasting relationships. This role focuses on more than just financial returns; it’s about creating meaningful experiences for clients. This is your chance to dive into every aspect of wealth management, working alongside inspiring leaders who are dedicated to your success. Enjoy a workplace that values work-life balance, teamwork, and offers endless opportunities for growth and advancement.

Job Responsibility:

Build personalized financial strategies using top tools and resources
Meet with clients, take notes, and follow up on action items
Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support
Check financial documents for accuracy, including insurance, earnings, and expenses
Help prepare recommendations for life, disability, and long-term care insurance
Track client interactions using CRM software and handle communications with custodians and Broker-Dealers
Help create client presentations and investment reports

Requirements:

3–5+ years in wealth management with knowledge in financial planning and investment strategies
Proficient with Schwab platform
Experience with eMoney and Redtail CRM is a plus
Bachelor’s degree required
FINRA Series and CFP® or ChFC® is a plus but not mandatory
Strong analytical and problem-solving skills
Ability to clearly communicate with clients and handle sensitive information professionally
A strong drive to grow and succeed professionally

Nice to have:

Experience with eMoney and Redtail CRM is a plus
FINRA Series and CFP® or ChFC® is a plus but not mandatory

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 26, 2025

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