• Associate Financial Planner - Wealth Management…

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Interested? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

     

    Associate Financial Planner – Boutique Wealth Advisory Firm

     

    About the Opportunity

     

    This is a rare chance to launch or advance your career in financial planning with a highly specialized wealth advisory team serving high-net-worth and ultra-high-net-worth families. Our approach is deeply analytical and personalized, focusing on strategic planning for senior executives and board members of public companies. You’ll work directly with the Managing Director, who is recognize as a top advisor in the industry, gaining hands-on experience and mentorship in all aspects of wealth management.

     

    Why This Role Matters

     

    As an Associate Financial Planner, you’ll be immersed in complex, data-driven financial planning from day one. You’ll learn to craft sophisticated solutions for clients, analyze multi-layered scenarios, and apply critical thinking to real-world financial challenges. This role offers a clear progression path, including exposure to investment strategies, advanced planning tools, and the opportunity to pursue professional certifications.

     

    What You’ll Do

     

    + Build and analyze comprehensive financial plans using industry-leading platforms

    + Research and model scenarios for retirement, tax strategies, equity compensation, and estate planning

    + Prepare client meeting materials, agendas, and financial analyses

    + Stay current on economic trends and tax code changes to inform client strategies

    + Collaborate with outside professionals and custodians to implement plans

    + Progressively take on more responsibility, including investment analysis and client-facing work

     

    What We Offer

     

    + Competitive compensation with bonus and profit sharing

    + 401(k) match and comprehensive medical/dental benefits

    + Significant growth potential with year-over-year raises

    + Generous vacation and paid NYSE holidays

    + A collaborative, high-performance culture committed to your professional development

    Requirements

    Want to know more? 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.

     

    What We’re Looking For

     

    + CFP® certification required

    + Strong analytical and problem-solving skills

    + Ability to thrive in a fast-paced, intellectually challenging environment

    + Exceptional attention to detail and organizational skills

    + Minimum 5 years of professional experience, including 3+ years in financial planning (RIA experience preferred)

    + Proficiency with eMoney and Microsoft Excel; modeling experience a plus

     

    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.

     

    Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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) .