Lead Planner

Robert Half • Mountain View, CA • 1d ago

Description

Jennifer Fukumae is seeking a talented financial planning professionals to join a team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.

This is an excellent opportunity for candidates looking to grow their careers in financial planning, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process-from gathering client data to presenting custom financial plans.

Responsibilities

Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.

Assist in creating and presenting financial plans using a structured planning process.

Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.

Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.

Develop and deepen client relationships through regular communication and proactive service.

Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.

Prepare client and prospect presentations, correspondence, and meeting materials.

Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.

Maintain and expand client, advisor, and prospect databases.

Support technology integration and document management initiatives to streamline planning processes.

Requirements

6+ years of financial planning experience, or comparable experience in high-net-worth tax, investment management, or related fields.

Must hold a CFP®, CFA®, CPA, JD, or similar professional designation.

Strong communication, relationship-building, and client management skills.

Why Join

Gain exposure to high-net-worth clients and complex planning scenarios in a collaborative, team-based environment.

Work alongside experienced advisors and specialists, learning diverse planning strategies and investment approaches.

Contribute to a firm culture that emphasizes mentorship, professional development, and client-first service.

Competitive salary, bonus structure, and benefits package.

Opportunity to grow into a leadership role or develop specialized expertise in wealth planning.

Interested in this opportunity? Apply directly or reach out to Jennifer Fukumae on LinkedIn for confidential consideration or to learn about other roles that may align with your background.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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