Associate Financial Planner Job at Robert Half (San Francisco)

Associate Advisor

Our client, a top-tier Registered Investment Advisor with $10 billion in assets ...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years of experience with an RIA or similar organization, with a proven track record of engaging directly with high-net-worth clients
Certified Financial Planner (CFP) designation is a must
Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes

Job Responsibility

Be the go-to contact for client communications, building lasting relationships
Assess client portfolios and deliver strategic, personalized recommendations
Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations
Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies

What we offer

comprehensive healthcare benefits
generous paid time off
strong commitment to professional growth

Fulltime

Senior Wealth Planner

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping ...

Location

United Kingdom , Birmingham

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations
Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust
A careful approach to identifying and managing risk, while maintaining high standards of compliance

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Hybrid working
modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
supportive and inclusive culture and environment

Fulltime

Wealth Planning Associate / Lead Wealth Planner

Jennifer Fukumae is seeking a talented financial planning professionals to join ...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

6+ years of financial planning experience, or comparable experience in high-net-worth tax, investment management, or related fields
Must hold a CFP® or CFA
Strong communication, relationship-building, and client management skills

Job Responsibility

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

What we offer

Competitive salary, bonus structure, and benefits package

Wealth Planner

Join us as a Wealth Planner, where you’ll play a key role in helping clients sha...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A recognised financial planning qualification at RDR Level 4 or above
A working knowledge of financial markets, products, and regulatory frameworks
Ability to use digital tools to support client conversations
A careful approach to identifying and managing risk

Job Responsibility

Build and maintain relationships with customers, clients, stakeholders, and strategic partners
Drive business growth through effective relationship-building and delivering tailored solutions
Help clients shape their financial future through thoughtful planning and investment advice
Work closely with new and existing clients to understand their long-term goals and provide bespoke solutions
Build lasting relationships by listening with care, offering specialist guidance, and delivering planning strategies
Collaborate with our Wealth Acquisition team to support new client growth
Work across teams to provide a seamless and consistent experience
Use digital tools and platforms to enhance client engagement and stay connected to market trends
Refine your approach, share ideas, and contribute to a culture that values integrity, inclusion, and high standards
Establish and nurture profitable partnerships with both corporate and individual clients

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days onsite
Supportive and inclusive culture and environment
Commitment to flexible working arrangements
Opportunity to embrace mobility and explore every part of our operations

Fulltime

Buyer, Grocery - Snacks and Beverage

This position owns the assortment, pricing strategy, planogram, marketing, and m...

Location

United States , Grand Rapids

Salary:

Not provided

Meijer

Expiration Date

Until further notice

Requirements

Associate's or Bachelor's degree
or equivalent retail experience
3-7 years of experience in a Buying role
6+ years of experience in the retail industry
Buying, inventory management and analysis experience required
Knowledge of the market, retail business and customers
Knowledge of business drivers (e.g. pricing, promotion, assortment)
Financial Planning skills
Negotiations skills
Sense of product trends

Job Responsibility

Drives the strategic direction of the area with the goal to make Meijer the most compelling place for our customers to shop by focusing on Pricing, Assortment, Brands, Marketing, and Store Presentation
Utilize internal and external market information to anticipate trends and future customer needs to drive brand and item selection
Visits stores (both Meijer and competition) regularly to proactively understand assortments, pricing and store presentation
Works with the Merchandise Financial Planner on the financial plan
Responsible for the overall direction and performance of a merchandising category
Determines category position profile and assigns a role to each category
Drives the category review and makes the recommendations based on analysis
Works with team to develop and approves master and version planograms
Determines pricing strategy for category / product that maintains Meijer's pricing integrity, drives sales, and direct margin dollars
Reviews pricing analytics with Pricing team to determine optimal pricing

What we offer

Weekly pay
Scheduling flexibility
Paid parental leave
Paid education assistance
Team member discount
Development programs for advancement and career growth

Fulltime

Senior Wealth Planner

Join us as a Senior Wealth Planner, where you’ll take a leading role in helping ...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products
Experience offering personalised planning and investment advice, with a solid understanding of financial markets, products, and regulations
Ability to use digital tools to support client conversations, along with thoughtful communication that builds trust
A careful approach to identifying and managing risk, while maintaining high standards of compliance

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Hybrid working
Supportive and inclusive culture and environment
Flexible working arrangements
Structured approach to hybrid working with fixed 'anchor' days

Fulltime

Associate Planner

Are you passionate about helping others achieve clarity and confidence in their ...

Location

United States , Mountain View

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, finance, accounting, economics, or related field
0–5 years of experience in financial services (RIA experience a plus)
Interest in or pursuit of Series 65, CFP®, CFA, EA, or other relevant designations
Proficiency with Microsoft Office
experience with CRM, planning, or portfolio management software preferred

Job Responsibility

Support advisors with day‑to‑day management of client relationships
Assist with data gathering, financial plan creation, scenario modeling, and case design
Prepare client meeting materials and participate in meetings to capture detailed notes and action items
Maintain accurate client records across internal systems

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Business Development Specialist

Business Development Specialist - Join Our Big-Hearted Team. Are you ready to ma...

Location

United States , Surprise

Salary:

65000.00 - 75000.00 USD / Year

Sun Health

Expiration Date

Until further notice

Requirements

Bachelor's degree in a business-related field or 3 years of relevant experience required
Masters preferred
Three or more years of experience in insurance sales, senior living sales, or healthcare environment sales preferred
Demonstrated ability to achieve or exceed established referral/sales goals, preferably in a consultative sales capacity
Experience with CRM software (1 year) and digital marketing tools and techniques
Minimum 2 years in leadership capacity preferred
Ability to travel in own vehicle, and travel outside the office up to 75% of the time
current Driver's license and auto insurance is required

Job Responsibility

Complete strategic outside sales calls with current and potential referral sources that result in increased membership to Sun Health at Home (SHAH) and Vibrant Life Choices (VLC)
Manage the sales process by understanding prospective members' needs and educating them about Sun Health at Home's services and Vibrant Life Choice programs
Work assigned leads from initial contact through closing, including conducting timely home visits and providing appropriate follow-up communication
Must be able to work leads independently, conduct home visits, and successfully close sales to meet or exceed individual and team goals
Strategize with the Executive Director on creative ways to develop new opportunities and nurture existing relationships
Identify new referral prospects and develop strategic plans for establishing and nurturing positive business relationships
Interface regularly with professionals in the local area, such as fiduciaries, human resource directors, financial planners, insurance providers, social workers, ancillary care providers, non-profit organizations, senior centers, religious organizations, and related professionals
Schedule face-to-face meetings and provide education on Sun Health at Home to establish referral relationships
Conduct educational presentations to outside organizations (e.g., Rotary, clubs, etc.) to promote the product offering
Based on marketplace feedback and individual experience, participate in and respond to creative, results-driven marketing concepts to drive new lead generation

What we offer

Comprehensive health benefits (Medical, Dental & Vision)
401k with immediate vesting and up to 4% employer match
Tuition Reimbursement
Exclusive discounts through The Employee Network
Access to the Employee Association, supporting team members in need

Fulltime

Associate Financial Planner

Robert Half

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 07, 2026

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