Associate Planner - Join a Reputable Wealth Management Firm through Robert Half

Are you ready to launch or advance your career in the dynamic world of wealth management? Robert Half is proud to partner with a reputable wealth management firm in Mountain View, California, seeking a motivated Associate Planner. This full-time role offers hands-on experience, mentorship from seasoned advisors, and a clear path for professional growth in financial services. If you're passionate about helping clients achieve financial clarity and confidence, this position is your opportunity to make a meaningful impact.

Working in the heart of Silicon Valley, you'll support a client-focused team dedicated to simplifying complex financial landscapes. With a competitive salary around $90,000 and comprehensive benefits, this role is ideal for early-career professionals eager to build trusted relationships and thrive in a collaborative environment. Client-Focused | Growth-Oriented | Impact-Driven – these are the hallmarks of our partner's culture.

About the Role

As an Associate Planner, you'll play a pivotal role in delivering holistic wealth management and financial planning services. This isn't just a job; it's a launching pad for your career in finance. You'll work closely with advisors to manage client relationships, craft personalized financial plans, and ensure seamless operations. Early in your financial services journey? Perfect – our partner values proactive learners who bring enthusiasm and a service-driven mindset. Located in vibrant Mountain View, CA, you'll enjoy proximity to tech innovators and a supportive professional network.

This position emphasizes building long-term client trust through meticulous support and innovative planning tools. Expect to gain exposure to scenario modeling, investment strategies, and retirement planning, all while contributing to exceptional client experiences. Robert Half streamlines your application – apply today and connect with our recruiter!

Key Responsibilities

Your day-to-day will be varied and rewarding, blending analytical tasks with client interaction:

• Support advisors with day-to-day management of client relationships, ensuring timely follow-ups and personalized service.
• Assist with data gathering, financial plan creation, scenario modeling, and case design to model various financial outcomes.
• Prepare comprehensive client meeting materials and actively participate in meetings to capture detailed notes and actionable items.
• Maintain accurate and up-to-date client records across internal CRM and financial systems.
• Collaborate with the team to identify opportunities for enhancing client portfolios and financial strategies.
• Contribute to ad-hoc projects, such as performance reporting and compliance documentation.

These responsibilities will sharpen your skills in financial planning software, client communication, and wealth advisory best practices.

Required Qualifications

Who thrives in this role? Service-driven professionals who genuinely care about clients and excel in team settings. Key qualifications include:

• Early-career experience in financial services, wealth management, or related fields (1-3 years preferred).
• Bachelor's degree in Finance, Business Administration, Economics, or a related discipline.
• Strong organizational skills with meticulous attention to detail for data accuracy.
• Proficient in Microsoft Office Suite; experience with financial planning tools (e.g., eMoney, MoneyGuidePro) a plus.
• Excellent communication skills for client interactions and team collaboration.
• Adaptable, proactive attitude with a eagerness to learn and grow.
• Understanding of core financial concepts like budgeting, investments, and retirement planning.
• Commitment to ethical standards and client confidentiality.

If you're a team player valuing trust, accountability, and collaboration, you'll fit right in.

Why Join Us

Joining this wealth management firm via Robert Half means more than a job – it's entry into a supportive ecosystem designed for success. Enjoy a competitive salary of approximately $90,000, plus:

• Comprehensive benefits including health insurance, 401(k) matching, and professional development stipends.
• Mentorship from industry veterans and structured training programs.
• Flexible work arrangements and generous PTO to maintain work-life balance.
• A values-driven culture focused on innovation, client success, and employee growth.
• Opportunities for advancement to Senior Planner or Advisor roles.

Mountain View, California, offers an unparalleled lifestyle with access to tech hubs, outdoor activities, and a thriving professional community. Robert Half ensures a seamless hiring process – apply now and elevate your career in wealth management!

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