• Senior Financial Planner at Wealth Management Firm

    Robert Half Finance & Accounting (Berkeley, CA)


    Description

    Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

     

    Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days

     

    Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO.

    Responsibilities

    + Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager

    + Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning

    + Advise clients directly and collaborate with attorneys, CPAs, and investment professionals

    + Lead financial planning technology integration and process improvements

    + Mentor junior team members and support growth of the Advice Strategy function

    + Manage complex plan implementations and maintain compliance standards

     

    For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

    Requirements

    + Bachelor’s degree in Finance, Economics, or related field

    + CFP® or Series 65 certification required

    + 5–7+ years of financial planning experience

    + Expertise in tax, estate, retirement, and insurance planning

    + Skilled in financial planning software (eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office

    + Strong communicator who can simplify complex strategies for clients

     

    Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

     

    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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .