Financial Planner | RIA in Walnut Creek

Robert Half • Walnut Creek, CA • 2h ago

Description

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

Responsibilities

Collect and evaluate client financial information to support Advisors in developing tailored financial planning strategies

Participate in client meetings as a resource for specialized financial planning topics

Support the design, presentation, and execution of sophisticated financial plans

Conduct research on financial planning concepts, regulations, and strategies as needed

Maintain and update client data within financial planning software platforms

Establish and manage departmental policies, processes, and operational procedures

Provide guidance to Advisors on financial planning best practices

Monitor industry developments and communicate relevant financial planning updates to the advisory team

Requirements

CFP® certification required

Bachelor's degree required

2+ years of experience in financial planning

Experience with financial planning software such as MoneyGuidePro and custodial platforms including Schwab and Fidelity

At least 1 year of experience supporting comprehensive financial planning, including areas such as estate planning, tax planning, retirement planning, and equity compensation (stock options)

If you are interested and would like to learn more,

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.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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