Senior Financial Planner | Marin, CA

Robert Half • California, California • 12h ago

Description

This role is for wealth management professionals with a growth mindset who excel in a collaborative, people-first environment, this is a chance to elevate your skills through top-tier mentorship. Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a fast-growing, client-focused firm to recruit a Financial Planner to join their dynamic team.

The Opportunity

This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you'll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.

Responsibilities

Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs

Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors

Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations

Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization

Co-present financial strategies and tailored recommendations during client meetings with advisory partners

Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions

Coach and develop junior team members in Operations and Client Services

Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management

Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards

Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities

Requirements

CFP® or Series 65 required

Bachelor's degree in Finance or related field

Approximately 5-7+ years of hands-on experience delivering holistic financial planning solutions

Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management

Demonstrated experience using financial planning platforms such as eMoney or MoneyGuidePro (or similar tools)

For fastest consideration, or to learn more about this role and other opportunities in Wealth Management, please reach out to Jennifer Fukumae on LinkedIn.

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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