Description A well-established Registered Investment Advisory firm with approximately $500 million in assets under management is seeking a Financial Planning Associate to join its collaborative and client-focused team. Known for its people-first philosophy and exceptional employee retention, this East Bay-based firm offers a supportive environment where professionals thrive and grow. Position Overview: This role is ideal for someone passionate about personal finance and committed to helping clients achieve financial wellness. The ideal candidate is either enrolled in, completed, or ready to begin a financial planning certification program and is seeking hands-on experience in a respected wealth management firm. You’ll work closely with advisors and planners, participate in client meetings, and contribute to the development of financial strategies. Key Responsibilities: + Schedule and prepare for client meetings, gathering and entering financial data. + Communicate clearly and empathetically with clients to collect necessary information. + Maintain and update financial plans using planning software and spreadsheets. + Ensure client records are complete, organized, and secure. + Document progress and tasks in CRM software for team visibility. + Collaborate with advisors to review and refine financial strategies. + Conduct research on client-specific issues and present findings to the team. + Manage multiple client plans with precision and attention to detail. + Support the planning team in meeting annual goals and deadlines. + Help develop and maintain financial planning processes and documentation. + Interface with internal and external professionals to support client needs. + Assist with financial planning-related projects and provide general support to advisors. Benefits & Perks: + Competitive base salary with annual review potential. + 401(k) with 3% safe harbor and up to 7% profit sharing (subject to change). + Firm-covered BART pass or parking. + Four weeks of PTO starting from date of hire. + Strong health benefits package. + Bonuses awarded based on performance and firm capacity. + Financial support for professional education and certification exams. Culture & Growth: This firm offers a beautiful office environment, a tight-knit team, and a strong commitment to employee development. With an average employee tenure of 8 years, it’s a place where professionals build lasting careers and make meaningful contributions. Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements Qualifications: + Bachelor’s degree from an accredited institution. + Minimum of 2 years of professional experience in an office setting. + Prior experience or education in financial planning or services (e.g., CFP® coursework). + Strong verbal and written communication skills. + Proficiency in Microsoft Word and Excel. + Experience with MoneyGuidePro or MoneyGuideElite preferred. + Familiarity with CRM systems (Tamarac CRM strongly preferred). + Knowledge of tools such as Holistiplan, fpPathfinder, Schwab Advisor Center, Microsoft Teams, and Zoom is a plus. + Highly organized, analytical, and detail-oriented. + Self-motivated, adaptable, and eager to learn. + Professional demeanor and strong interpersonal skills. + Ability to work independently and collaboratively. + Discretion and trustworthiness with confidential information. Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move. 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 “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .