• Associate Planner

    Robert Half Finance & Accounting (Mountain View, CA)


    Description

    Job Posting: Associate Planner

     

    Employment Type: Full-Time

     

    Comp: $90-$130k DOE

     

    Jennifer Fukumae is partnering with a prestigious Silicon Valley Wealth Management firm, a Registered Investment Advisor with ~1B AUM, renowned for its innovative approach to financial planning and commitment to client success. They’re seeking a motivated Associate Planner to join their dynamic and growing team!

    Responsibilities:

    + Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.

    + Collect and organize client data, including personal and financial goals, to support comprehensive planning.

    + Review and analyze client financial documents to assess their current financial position.

    + Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.

    + Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.

    Requirements

    + Strong communication working with high net worth individuals

    + CFP is a must or in a program (will cover cost of program)

    + 1.5+ years of financial planning

     

    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. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) 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 roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .