Description A well-established, fiduciary-focused wealth management firm with several hundred million dollars under management is seeking an Associate Financial Planner to join its collaborative and client-centered team. Known for its long employee tenure and supportive work environment, the firm is dedicated to providing clients with personalized financial strategies that align with their goals and best interests. This role is ideal for someone who is passionate about personal finance, eager to help clients achieve financial wellness, and committed to developing their career in wealth management. The position offers an opportunity to learn from an experienced team of licensed professionals while receiving financial support for professional education and certification programs. Key Responsibilities + Schedule client meetings and gather financial data for entry into planning software. + Communicate with clients clearly, promptly, and with sensitivity to their schedules. + Enter client data into financial planning programs and spreadsheets. + Maintain complete, organized, and secure client records. + Document progress and update tasks in the firm’s CRM system. + Prepare updated financial plans in advance of meetings and review strategies with advisors. + Research client-specific issues and present findings to the team. + Manage multiple client plans simultaneously with strong attention to detail. + Support the planning team in achieving annual planning goals. + Help develop, document, and maintain financial planning procedures. + Collaborate with clients, advisors, and external professionals as needed. + Participate in special projects, such as researching best practices or regulatory updates. + Provide a variety of administrative and planning support to advisors. Benefits + Competitive base salary with annual reviews. + 401(k) with employer contributions and profit sharing after eligibility period. + Fully covered parking or public transit pass. + Discretionary bonuses. + Four weeks of PTO starting at hire. + Comprehensive health benefits. Why Join This is an excellent opportunity to work in a people-first environment where employees are supported in their professional growth and clients are treated like family. You’ll gain hands-on experience, work directly with advisors in client meetings, and build a strong foundation for a long-term career in wealth management. Requirements Qualifications + Bachelor’s degree. + 2+ years of professional experience, preferably in financial planning or services, or relevant academic coursework toward a CERTIFIED FINANCIAL PLANNER™ designation. + Excellent verbal and written communication skills. + Experience with financial planning software (MoneyGuidePro preferred). + Familiarity with CRM systems a plus. + Proficiency in Microsoft Word and Excel. + Highly organized, analytical, and detail-oriented. + Ability to manage multiple priorities and adapt to changing client needs. + Professional, positive, and collaborative demeanor. + Trustworthy with confidential information. + Self-motivated, eager to learn, and receptive to feedback. 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) .