Description
Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Planner at a growing wealth management firm in San Ramon. This is a full-time, permanent role with a hybrid schedule.
This is a great opportunity to build lasting client relationships while helping individuals plan for a secure and fulfilling future. The firm offers a comprehensive approach to wealth management, focusing on delivering meaningful, personalized guidance-not just financial results. You'll gain exposure to all facets of financial planning while working alongside experienced, supportive leaders. With a strong emphasis on work-life balance, collaboration, and professional growth, this is an ideal environment to take your career to the next level.
Responsibilities:
Build personalized financial strategies using top tools and resources.
Meet with clients, take notes, and follow up on action items.
Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support.
Check financial documents for accuracy, including insurance, earnings, and expenses.
Help prepare recommendations for life, disability, and long-term care insurance.
Track client interactions using CRM software and handle communications with custodians and Broker-Dealers.
Help create client presentations and investment reports.
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
3-5+ years in wealth management with knowledge in financial planning and investment strategies.
Proficient with Schwab platform
Experience with eMoney and Redtail CRM is a plus.
FINRA Series and CFP® or ChFC® is a plus but not mandatory.
Strong analytical and problem-solving skills.
Ability to clearly communicate with clients and handle sensitive information professionally.
A strong drive to grow and succeed professionally.
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there.
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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