What are the responsibilities and job description for the Financial Planner position at Robert Half?
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Financial Planner | Boutique Wealth Management Firm | San Francisco | Hybrid - Mostly Remote | $Base Bonus The firm serves high-net-worth clients, including executives, entrepreneurs, and professionals. The firm delivers tailored, results-driven strategies that go beyond traditional investing, helping clients focus on what matters most. This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor, and clear growth opportunities. Compensation includes bonuses, profit sharing, 401(k) matching, and health benefits in a collaborative, intellectually engaging environment. ResponsibilitiesPrepare financial analyses covering retirement, estate, education, and equity compensation.Conduct risk and performance reviews to support client plans.Analyze unique client scenarios and recommend strategic solutions.Prepare meeting materials, research portfolios, and monitor client financials.Assist with projections and complex planning projects.For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Salary : $120,000 - $150,000