Senior Financial Planner - Join a Premier Wealth Management Firm in Berkeley, CA

Are you a seasoned financial planning expert passionate about delivering personalized wealth management solutions? Robert Half is proud to partner with a dynamic, growth-oriented financial services firm in Berkeley, California, seeking a Senior Financial Planner to elevate their client advisory services. This hybrid role (3 days in-office) offers the perfect blend of professional challenge, career growth, and work-life balance in one of the nation's most vibrant innovation hubs. With a competitive salary around $130,000 and exceptional benefits, this position is ideal for CFP professionals ready to lead sophisticated planning strategies.

About the Role

In this pivotal leadership position, you'll serve as a trusted partner to advisors and clients alike, crafting comprehensive financial plans that address every facet of wealth preservation and growth. Berkeley's thriving financial ecosystem, combined with the firm's high-touch approach, positions you at the forefront of personalized client service. Expect to act as a Client Relationship Manager on key accounts, driving meaningful outcomes through collaboration with top-tier professionals like CPAs, attorneys, and investment specialists. This isn't just a job—it's a career-defining opportunity to shape the future of financial planning in a firm committed to innovation and excellence.

Key Responsibilities

As Senior Financial Planner, your impact will be immediate and far-reaching:

• Client Meeting Mastery: Collaborate with advisors to prepare meticulous client meeting materials and handle follow-ups, stepping into the Client Relationship Manager role as needed for seamless execution.
• Holistic Financial Plan Development: Design and present advanced financial plans encompassing cash flow analysis, tax optimization strategies, insurance evaluations, retirement projections, and estate planning frameworks.
• Strategic Client Advisory: Provide direct counsel to high-net-worth clients while forging strong partnerships with external experts including attorneys, CPAs, and investment managers to deliver integrated solutions.
• Technology Leadership: Spearhead the integration of cutting-edge financial planning software and spearhead process enhancements to boost efficiency and accuracy across the team.
• Team Mentorship: Guide and mentor junior planners, contributing to the expansion of the firm's Advice Strategy function and fostering a culture of continuous learning.
• Implementation & Compliance: Oversee the execution of intricate financial plans while upholding rigorous compliance standards to protect clients and the firm.

These responsibilities demand a proactive leader who thrives in a collaborative, fast-paced environment focused on client success.

Required Qualifications

To excel in this role, candidates should bring:

• Advanced certifications such as CFP, CFA, or CPA, with a strong emphasis on financial planning expertise.
• 5+ years of progressive experience in wealth management or financial planning, ideally within a client-centric firm.
• Proficiency in financial planning tools like eMoney, MoneyGuidePro, or RightCapital, with a track record of tech-driven improvements.
• Demonstrated success in developing multifaceted plans covering tax, retirement, estate, insurance, and cash flow domains.
• Exceptional interpersonal skills for client advising and cross-professional collaboration.
• Leadership experience in mentoring teams and driving strategic initiatives.
• Bachelor's degree in Finance, Accounting, or a related field; advanced degrees preferred.
• Impeccable attention to compliance and ethical standards in a regulated environment.

Berkeley, CA candidates with local market knowledge will have a distinct advantage in this hybrid position.

Why Join Us?

This Berkeley-based wealth management firm stands out for its unwavering commitment to employee success and client impact. Enjoy a robust benefits package including a company-funded ESOP for long-term wealth building, comprehensive retirement plans, tuition reimbursement for ongoing education, top-tier healthcare coverage, and generous PTO to recharge. Professional development is core to the culture, with dedicated mentorship programs and opportunities to lead firm-wide initiatives. The hybrid model (3 days in-office) supports flexibility while fostering team collaboration in Berkeley's inspiring setting. Robert Half places candidates in roles like this to advance careers—reach out to Michelle Espejo via email or LinkedIn for fastest consideration. Join us to make a lasting difference in wealth management. (Word count: 812)