Financial Planning Associate

Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a Financial Planning Associate to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You'll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team.

Responsibilities

Financial Planning & Advisor Support

• Partner with Financial Advisors to develop and maintain personalized financial plans for clients.
• Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.
• Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.
• Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.
• Maintain detailed activity records, client updates, and follow-up items within the firm's CRM.
• Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.
• Bachelor's degree preferred, ideally in Finance, Economics, Business, or a related discipline.
• 0–2 years of experience; recent graduates and candidates with relevant internships or academic exposure are encouraged to apply.
• Strong interest in financial markets, investments, wealth management, and comprehensive financial planning.
• Able to work with numbers, interpret financial information, and communicate findings effectively.
• Comfortable navigating technology and interested in learning new financial planning platforms.
• Excellent organizational skills and the ability to balance competing deadlines.
• Strong written and verbal communication skills with a professional approach to working with clients and colleagues.
• Demonstrates sound judgment, discretion, and a high level of integrity when handling sensitive financial information.
• Interested in pursuing the CFP® designation and prepared to begin the required coursework.