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Financial Planner - Wealth Management Firm; Hybrid
Job
Robert Half
San Ramon, CA (In Person)
Full-Time
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Job Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. ResponsibilitiesSupport financial planning strategies, analyses, and client recommendations Build and maintain cash flow projections and planning models Review and organize client financial documents and account information Manage data within financial planning software, including eMoney Prepare meeting materials, investment reviews, agendas, and follow-up items Assist with account openings, transfers, money movement, and maintenance requests Track client workflows and coordinate with custodians and external partners Support ongoing client service and planning initiatives Participate in client meetings for development and exposure as needed For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.