About the Associate Financial Planner Role at Robert Half

Join a prestigious boutique wealth management firm in San Francisco through Robert Half's exclusive career opportunities. We're seeking a talented Associate Financial Planner to serve high-net-worth clients including executives, entrepreneurs, and professionals. This hybrid position (mostly remote) offers the perfect blend of hands-on experience, personalized mentorship, and substantial growth potential in one of the nation's premier financial hubs.

Our client firm specializes in delivering customized, results-oriented financial strategies that transcend conventional investment advice. You'll gain exposure to sophisticated planning scenarios while working closely with seasoned advisors who prioritize client-centric solutions. With compensation featuring base salary plus bonus, profit sharing, 401(k) matching, and comprehensive health benefits, this role provides both professional fulfillment and financial security in a collaborative, intellectually stimulating environment.

Key Responsibilities

Core Financial Analysis and Planning

• Develop detailed financial analyses encompassing retirement optimization, estate planning strategies, education funding projections, and equity compensation evaluation.
• Perform in-depth risk assessments and investment performance reviews to refine and enhance client financial blueprints.

Client Scenario Analysis and Strategy

• Examine complex, unique client situations such as C-suite executive packages, startup founder liquidity events, and professional career transitions.
• Formulate strategic recommendations and bespoke solutions that align with clients' long-term wealth preservation and growth objectives.

Operational and Support Duties

• Prepare executive-level meeting materials, comprehensive client reports, and visually compelling presentation decks.
• Conduct thorough portfolio research, ongoing financial monitoring, and scenario-based projections for multi-year planning horizons.
• Collaborate on advanced planning projects including tax-efficient strategies, charitable giving structures, and family office coordination.

Robert Half places you at the forefront of wealth management innovation, where your contributions directly impact high-profile clients' financial futures.

Required Qualifications

To excel in this Associate Financial Planner position, candidates should demonstrate:

• A Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related discipline.
• 1-3 years of progressive experience in financial planning, wealth management, or advisory services.
• Progress toward or possession of Series 7, Series 65/66 licenses, or CFP certification.
• Advanced proficiency in Microsoft Excel, financial modeling, and planning software like eMoney, MoneyGuidePro, or RightCapital.
• Exceptional analytical abilities with a knack for dissecting complex datasets and deriving actionable insights.
• Superior written and verbal communication skills for client interactions and internal collaboration.
• Familiarity with tax considerations, investment principles, and high-net-worth client dynamics.
• A proactive, detail-oriented mindset with the ability to thrive in both independent and team settings.

San Francisco's competitive landscape demands top talent, and Robert Half ensures you're positioned for success with our unmatched network and support.

Why Join Us Through Robert Half?

This opportunity represents more than a job—it's a career launchpad in boutique wealth management. Benefit from:

• Exceptional Compensation: $120,000 base salary plus bonus, profit sharing, and 401(k) matching.
• Hybrid Flexibility: Primarily remote with minimal San Francisco office presence for optimal work-life balance.
• Mentorship & Growth: Direct guidance from veteran advisors with defined promotion pathways to Senior Planner and beyond.
• Comprehensive Benefits: Full medical coverage, professional development stipends, and generous PTO.
• Prestigious Client Exposure: Work with ultra-high-net-worth individuals driving Bay Area innovation.

Robert Half's reputation as the premier finance and accounting staffing leader guarantees seamless placement and ongoing career advocacy. For fastest consideration, connect with Michelle Espejo via email or LinkedIn. Don't miss this chance to elevate your financial planning career in San Francisco's thriving wealth management scene. Apply today and step into a role where your expertise shapes prosperous futures.