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Planning Associate
Job
Robert Half
Visalia, CA (In Person)
Full-Time
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Job Description
Description We are seeking a detail-oriented and client-focused Financial Planning Associate to join our client's growing team. This role combines elements of financial planning support, client service, and paraplanning responsibilities. The ideal candidate will be highly organized, professional, and able to manage multiple priorities while supporting advisors and maintaining exceptional client relationships. Key Responsibilities Financial Planning Support + Manage financial plan renewals and ensure plans are delivered accurately and on time. + Collect, organize, and maintain client financial information and documentation. + Prepare financial summaries, analyses, and planning materials for client meetings. + Document assumptions, calculations, and planning recommendations. + Follow up with clients to validate information and clarify financial objectives. + Assist with research and analysis to support client planning strategies. + Ensure all action items are completed in a timely and thorough manner. Administrative & Team Support + Document all client activity and communications within Redtail CRM. + Coordinate and prepare materials, reports, and documentation for upcoming client appointments. + Act as a liaison between the advisor and internal partners to ensure seamless communication and execution. + Assist with incoming calls and ensure appropriate routing and follow-up. + Attend and actively participate in team meetings. + Support special projects and process improvement initiatives to enhance planning efficiency and consistency. + Monitor deadlines and prioritize workload to ensure timely completion of deliverables. Client Service & Relationship Management + Serve as a point of contact for client inquiries and requests. + Build and maintain strong client relationships through responsive communication and exceptional service. + Assist advisors with ongoing wealth planning initiatives and client relationship management. + Participate in client meetings and document meeting discussions and action items. + Screen referrals and prospective clients. + Maintain strict confidentiality and compliance with company policies and procedures. Requirements + Previous experience in financial services, banking, personal banking, mortgage lending, wealth management, client services, or a related field preferred. + Strong attention to detail and organizational skills. + Excellent written and verbal communication skills. + Ability to manage multiple projects and deadlines in a fast-paced environment. + Professional demeanor with strong client relationship-building skills. + Proficiency with Microsoft Office Suite; CRM experience is a plus. + Ability to work independently while collaborating effectively with a team. TalentMatch® 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 "," 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) .