• Financial Planner - Prestigious RIA Firm

    Robert Half Finance & Accounting (Mountain View, CA)


    Description

    Lead Planner

     

    Empower Clients. Elevate Planning. Make a Meaningful Impact.

     

    Are you a financial advisor who thrives on building deep, trusted relationships and delivering exceptional service? Join a purpose-driven team that simplifies the complex, helps clients live more balanced and fulfilling lives, and makes a lasting difference through thoughtful financial planning.

     

    About the Role

     

    This is an exciting opportunity for a dynamic professional who excels in holistic wealth management and thrives in a collaborative, client-first environment. As a Lead Planner, you’ll take ownership of client relationships, mentor team members, and deliver comprehensive financial strategies tailored to each client’s unique goals and values.

     

    What You’ll Do

     

    + Craft and lead the development of financial plans, estate maps, cash flow analyses, and strategic planning documents

    + Provide objective, personalized advice across investment management, estate planning, tax strategy, and philanthropic goals

    + Deepen relationships with clients and their external advisors (CPAs, attorneys, etc.)

    + Lead client meetings, manage follow-ups, and ensure execution of action items

    + Collaborate with internal teams to deliver seamless service and investment implementation

    + Mentor Associate Planners and support their professional development

    + Maintain accurate client records and uphold fiduciary standards

    + Contribute to firm-wide initiatives in planning, investments, and business development

     

    Ready to take the next step in your planning career?

     

    Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect and share more about this opportunity.

    Requirements

    What You Bring

     

    + A bachelor’s degree in business, finance, economics, or a related field

    + An advanced credential is required—CFP®, CFA, CPA, JD, EA, Master’s, or PhD

    + 5–10+ years of experience in financial services, including 5+ years in direct client advisory

    + Series 65 license preferred

    + Strong proficiency with financial planning software (e.g., MoneyGuide Pro), CRM platforms, and custodians such as Schwab or Fidelity

    + Exceptional communication, leadership, and organizational skills

    + A deep commitment to integrity, service excellence, and lifelong learning

     

    What Sets You Apart

     

    + You’re passionate about making a meaningful impact in clients’ lives

    + You simplify complexity and deliver advice with empathy and clarity

    + You thrive in a collaborative, entrepreneurial environment

    + You lead with professionalism, inspire through initiative, and elevate those around you

     

    Excited about this opportunity?

     

    Let’s connect. Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to explore how this role could be the perfect next step in your career.

     

    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) .