Lead Financial Planner

5 hours ago

San Francisco, California, United States Robert Half Full time

Please reach out to with your updated resume.

We're looking for a highly experienced Advisor/Planner to join our team, helping clients simplify complexity, achieve their goals, and feel confident in their financial future.

In this role, you'll manage and deepen relationships with high-net-worth clients, deliver holistic wealth management strategies, and guide the next generation of advisors. You'll work closely with other senior professionals to deliver innovative, solutions-driven planning and investment advice that makes a meaningful impact in clients' lives.

What You'll Do:

  • Join the ongoing management of existing client relationships, ensuring consistent, proactive communication.
  • Oversee the preparation and delivery of financial plans, investment policy statements, and comprehensive wealth strategies.
  • Collaborate with internal teams and external professionals (CPAs, attorneys, etc.) to address tax, estate, investment, and philanthropic planning needs.
  • Ensure execution of all day-to-day client service, from portfolio reviews to account administration.
  • Participate in business development initiatives and contribute to firm-wide strategic goals.
  • Maintain a high standard of compliance, documentation, and fiduciary duty.

What We're Looking For:

  • Advanced credential (CFP, CFA, CPA, EA, JD, Master's, or PhD) required.
  • 5–10+ years in financial services, with at least 2 years advising clients directly.
  • Proven track record of building and maintaining trusted client relationships.
  • Strong technical proficiency (Microsoft Office, CRM, portfolio management tools, and custodial platforms like Schwab or Fidelity a plus).
  • Exceptional communication, organizational, and leadership skills.
  • Committed to service excellence, continuous learning, and upholding the highest ethical standards.

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