Financial Planner | RIA $4B AUM!

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.

ResponsibilitiesCollect and evaluate client financial information to support Advisors in developing tailored financial planning strategiesParticipate in client meetings as a resource for specialized financial planning topicsSupport the design, presentation, and execution of sophisticated financial plansConduct research on financial planning concepts, regulations, and strategies as neededMaintain and update client data within financial planning software platformsEstablish and manage departmental policies, processes, and operational proceduresProvide guidance to Advisors on financial planning best practicesMonitor industry developments and communicate relevant financial planning updates to the advisory team