Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.
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.
Key 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.
Investment Research & Portfolio Analysis
- Explore investment opportunities, market conditions, and economic trends to support portfolio and planning discussions.
- Review investment portfolios, asset allocations, and performance results to identify trends and areas for further analysis.
- Research financial planning topics such as retirement strategies, tax considerations, IRA accounts, and Roth conversions.
- Translate research and financial data into clear takeaways for Advisors and the broader planning team.
- Stay informed on industry developments, regulatory changes, and market activity that may influence client strategies.
- Contribute to team initiatives and research projects focused on improving planning processes and investment knowledge.
- 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.
- Interested in pursuing the CFP® designation and prepared to begin the required coursework.
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.