Wealth Planning Associate / Lead Wealth Planner - Mountain View, CA

Join Jennifer Fukumae's dynamic team at this premier wealth advisory firm through Robert Half! We're seeking exceptional financial planning professionals for a Wealth Planning Associate / Lead Wealth Planner role in the heart of Silicon Valley. Managing a sophisticated high-net-worth client base, our client delivers comprehensive financial planning and investment management services in a true one-team approach. This position offers unparalleled exposure to diverse planning methodologies while working closely with Lead Advisors to master every facet of wealth management.

About the Role

This career-defining opportunity is perfect for ambitious financial planners eager to elevate their expertise with affluent clients. From initial data gathering to delivering bespoke financial plans, you'll immerse yourself in hands-on experience across the full wealth management lifecycle. In Mountain View, CA—the epicenter of innovation—you'll contribute to holistic strategies encompassing estate planning, tax optimization, investment portfolios, cash flow management, and family legacy planning. Gain mentorship from seasoned advisors while building lasting client relationships in a supportive, collaborative environment. Robert Half places you at the forefront of wealth advisory excellence.

Key Responsibilities

As a Wealth Planning Associate / Lead Wealth Planner, you'll play a pivotal role in client success:

• Attend and actively participate in client discovery meetings with Lead Advisors, expertly collecting and analyzing financial data including income, assets, liabilities, and goals.
• Develop customized financial plans utilizing advanced tools and structured methodologies, presenting actionable insights and recommendations.
• Collaborate seamlessly with advisory, investment strategy, and client service teams to ensure integrated wealth solutions.
• Conduct thorough reviews of critical documents such as balance sheets, cash flow statements, family strategic plans, estate maps, and detailed portfolio reports.
• Cultivate deep client relationships through consistent, proactive communication and tailored service delivery.
• Orchestrate coordination among internal teams and external partners like CPAs, estate attorneys, and insurance experts to implement comprehensive plans.
• Craft compelling client presentations, professional correspondence, and comprehensive meeting preparation materials.
• Oversee plan implementation including investment policy statements (IPS), portfolio rebalancing, performance monitoring, and periodic updates.
• Maintain meticulous client, advisor, and prospect databases while driving CRM optimization.
• Champion technology adoption for efficient document management and streamlined planning processes.

Required Qualifications

To thrive in this role, candidates should possess:

• A Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
• 2+ years of progressive experience in financial planning, wealth management, or advisory services.
• Hold or pursuing Series 65 license, CFP, or equivalent certifications.
• Demonstrated proficiency in financial planning software like eMoney, MoneyGuidePro, or RightCapital.
• Exceptional analytical skills with experience modeling complex scenarios for high-net-worth individuals.
• Superior communication skills for client-facing interactions and cross-team collaboration.
• Proven track record working with affluent clients and coordinating with professional networks.
• Tech-savvy with aptitude for integrating planning tools and CRM systems.
• Impeccable attention to detail, organizational prowess, and commitment to compliance.

This role demands passion for financial planning careers, adaptability in a fast-paced HNW environment, and dedication to professional growth.

Why Join Us

Robert Half offers more than a job—it's a launchpad for your wealth management career! Enjoy a competitive $120,000 base salary, performance bonuses, comprehensive benefits including 401(k) matching, health coverage, and professional development support. Work in a mentorship-rich, team-oriented culture with hybrid flexibility in vibrant Mountain View, CA. Network with elite professionals, serve discerning clients, and accelerate toward Lead Planner status. SEO-optimized for wealth planning jobs Mountain View CA, financial planner careers Silicon Valley, and high-net-worth advisory roles. Apply now through Robert Half to transform your future in wealth planning!

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