Financial Planner

Description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite

Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.

Responsibilities:

• Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.

• Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.

• Mentor & Lead: Support junior advisors and contribute to a strong team culture.

• Grow the Business: Build relationships, secure referrals, and participate in networking events.

• Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Requirements

• 4+ years in financial planning, wealth management.

• CFP® certification preferred; Series 65 or equivalent preferred.

• Expertise in investment strategies, financial planning, and compliance.

• Strong relationship-building skills with high-net-worth clients.

• Leadership experience with a mentorship mindset.

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .