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Robert Half · 1 day ago

Lead Financial Planner - Fee Only Wealth Management Firm

San Francisco Bay Area

Full-time

Onsite

Senior Level, Lead/Staff

$120K/yr - $150K/yr

5+ years exp

Robert Half is seeking a highly experienced Advisor/Planner to join their team, helping clients simplify complexity and achieve their financial goals. In this role, you will manage high-net-worth client relationships and deliver holistic wealth management strategies.

ConsultingHuman ResourcesRecruitingSecurity

Hiring Manager

Ren Friedman, CPA

Responsibilities

Join the ongoing management of existing client relationships, ensuring consistent, proactive communication

Oversee the preparation and delivery of financial plans, investment policy statements, and comprehensive wealth strategies

Collaborate with internal teams and external professionals (CPAs, attorneys, etc.) to address tax, estate, investment, and philanthropic planning needs

Ensure execution of all day-to-day client service, from portfolio reviews to account administration

Participate in business development initiatives and contribute to firm-wide strategic goals

Maintain a high standard of compliance, documentation, and fiduciary duty

Qualification

CFP®CFACPAFinancial PlanningMicrosoft OfficeCRMPortfolio Management ToolsCommunication SkillsOrganizational SkillsLeadership Skills

Required

Advanced credential (CFP®, CFA, CPA, EA, JD, Master's, or PhD) required

5–10+ years in financial services, with at least 2 years advising clients directly

Proven track record of building and maintaining trusted client relationships

Strong technical proficiency (Microsoft Office, CRM, portfolio management tools, and custodial platforms like Schwab or Fidelity a plus)

Exceptional communication, organizational, and leadership skills

Committed to service excellence, continuous learning, and upholding the highest ethical standards

Company

Robert Half

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Founded in 1948

Menlo Park, California, USA

10001+ employees