• Associate Financial Planner - Prestigious WM Firm

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

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

     

    Associate Financial Planner

     

    About the Role

     

    We’re seeking an Associate Financial Planner to join a boutique wealth management team serving high-net-worth and ultra-high-net-worth families. This is an opportunity to work directly with a experienced advisor and gain hands-on experience in comprehensive financial planning, investment analysis, and client strategy. The role offers a clear progression path and long-term career potential.

    Key Responsibilities

    + Prepare detailed analyses for retirement, estate planning, education funding, and stock options.

    + Build and maintain financial plans using eMoney and other planning tools.

    + Research tax and economic changes to inform client strategies.

    + Support pre-meeting preparation and collaborate with outside professionals.

    + Monitor client financial situations and assist with implementation.

     

    Benefits & Perks

     

    + Annual profit sharing and 401(k) match.

    + Medical and dental coverage.

    + 15 vacation days + 5 sick days + NYSE holidays.

    + Significant growth potential and year-over-year raises.

    Requirements

    Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

     

    What We’re Looking For

     

    + 5+ years of work experience; 3+ years in financial planning (RIA experience required).

    + Bachelor’s degree; CFP® required

    + Proficiency with eMoney and strong Excel skills.

    + Exceptional attention to detail and analytical ability.

     

    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) .