• Financial Planner - Emerging RIA Firm

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    Interested?

     

    Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!

     

    Financial Planner

     

    About the Role

     

    Join a boutique wealth management team serving high-net-worth and ultra-high-net-worth families. As an Financial Planner, you’ll work directly with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, and client strategy. This role offers a clear career path and significant long-term growth potential.

    Key Responsibilities

    + Prepare detailed analyses for retirement planning, estate strategies, education funding, and stock option management.

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

    + Research tax and economic developments to inform client strategies.

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

    + Monitor client financial situations and assist with implementation of recommendations.

     

    Benefits & Perks

     

    + Annual profit sharing and 401(k) match.

    + Comprehensive medical and dental coverage.

    + Generous time off: 15 vacation days + 5 sick days + NYSE holidays.

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

    Requirements

    Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore whether this opportunity aligns with your career goals.

    Key Qualifications

    + Experience: 4+ years of professional experience in financial services, ideally with a consulting background.

    + Open to candidates with wealth management experience, including financial planning for RIAs.

    + Credentials: Familiarity with eMoney or a CFP® designation is a strong plus.

    + Mindset: Intellectually curious, detail-oriented, and passionate about delivering excellence.

    + Professionalism: client-ready presence with strong interpersonal skills.

    + Communication: Exceptional verbal and written communication skills for a highly client-facing role.

     

    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) .