Financial Planner | 1 day onsite Job in San Ramon, CA

CFP® Financial Planner – East Bay RIA ($4B+ AUM)

Jennifer Fukumae with Robert Half's Financial Services Division is partnering with an established East Bay RIA managing $4B+ in assets under management to hire a Financial Planner (CFP®). This is a strong opportunity for a CFP® professional looking to join a collaborative advisory team and work closely with an established client base on comprehensive financial planning.

Key Responsibilities

• Gather and analyze client financial information to support Advisors in developing tailored financial planning strategies
• Participate in client meetings and provide expertise on complex financial planning topics
• Assist in the design, presentation, and implementation of comprehensive financial plans
• Conduct research on financial planning strategies, regulatory updates, and industry trends
• Maintain and update client data within financial planning software platforms
• Help establish and maintain internal planning processes, policies, and operational workflows
• Provide guidance to Advisors on financial planning best practices
• Monitor industry developments and share relevant insights with the advisory team