Description Job Posting: Financial Planning Associate – Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking a passionate and detail-oriented Financial Planning Associate to join its collaborative team. With a strong reputation for fiduciary excellence and a client-centric approach, this firm offers a supportive environment where professionals can grow, thrive, and make a meaningful impact in clients’ financial lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is known for its long employee tenure and commitment to professional development. The firm provides comprehensive financial planning and investment management services, always acting in the best interest of its clients. Position Overview The Financial Planning Associate will support advisors in delivering high-quality financial plans and client service. This is an ideal opportunity for someone pursuing or planning to pursue a financial planning certification and looking to gain hands-on experience in a respected advisory firm. The role offers direct client interaction, mentorship from experienced professionals, and a clear path for career advancement. Key Responsibilities + Schedule and prepare for client meetings, gathering and entering financial data into planning software. + Communicate with clients in a clear, timely, and professional manner. + Maintain and organize client records and documentation in CRM systems. + Collaborate with advisors to review and update financial plans. + Research client-specific issues and present findings to the team. + Manage multiple client plans simultaneously with strong attention to detail. + Assist in developing and maintaining planning processes and procedures. + Support financial advisors with administrative and planning-related tasks. + Stay informed on financial planning best practices, tax rules, and retirement strategies. Why Join This Team? + Work in a beautiful office with a supportive, tight-knit team. + Learn from experienced professionals in a collaborative environment. + Firm-sponsored financial planning courses and exam fees. + Strong investment in employee education and career growth. + Competitive compensation and benefits, including: + Base salary with annual reviews + 401(k) with 3% safe harbor and up to 7% profit sharing + 4 weeks of PTO from date of hire + Covered BART pass or parking + Strong health benefits + Bonus potential based on performance 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 required. + 2+ years of professional experience in an office environment, preferably in financial planning or services. + Completion of or enrollment in a CERTIFIED FINANCIAL PLANNER™ program is highly preferred. + Strong communication skills, both verbal and written. + Experience with MoneyGuidePro and CRM systems is a plus. + Proficiency in Microsoft Word and Excel. + Highly organized, analytical, and detail-oriented. + Self-motivated, adaptable, and eager to learn. + Professional demeanor with a friendly, team-oriented attitude. + Ability to handle confidential information with discretion. 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) .