Financial Planning Lead - Wealth Management
Robert Half
DescriptionReach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 1 Day ONSITEA highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families.This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.ResponsibilitiesLead the financial planning function and set standardsManage, mentor, and develop the planning teamReview and refine complex planning deliverablesPartner with clients and advisors on advanced planning needsImprove workflows, processes, and team efficiencyDrive accountability, quality, and performance standardsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.Requirements8+ years of financial planning experience with HNW clients 3-5+ years of leadership or team management experienceCFP required Strong expertise in tax, estate, retirement, and cash flow planningExperience with MoneyGuidePro or similar softwareProven ability to lead teams and enforce structure in a high-performance environmentInterested 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 wealth management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.Job typePerm
$131.6k - $249.78k
...the future. Company Overview: Leading with our core values of... ...for healthcare cost and care management.MedInsight is a subsidiary of... ...This role translates health plan customer needs, market trends... ...investments using commercial and financial analysis (e.g., TAM/SAM/SOM)....SuggestedFull timeWork experience placementRemote workFlexible hours$113k - $133k
...Kinder's is seeking a talented Sales Strategy Manager who is passionate about being part of a... ..., and Marketing teams to ensure sales plans are aligned, customer-ready, and grounded... ...Pricing & Promotional Trade Strategy Lead the development of pricing, promotional,...SuggestedWork at officeRemote workWeekend workKinders
Walnut Creek, CA1 day ago$180k - $200k
...Job Summary Leading multispecialty, 100% physician‑owned, healthcare organization with... ...is looking to add a Director of Financial Planning and Analysis. The Director reports to... ...monitoring, and recommendations to senior management and officers to guide critical business...SuggestedPermanent employmentRandstad
Emeryville, CA2 days ago$195k - $225k
...grows rapidly, so does the complexity of our financial planning. We are looking for a Director of Financial... .... Maintain version control, change management, and documentation of key assumptions and forecast drivers. Lead forecast accuracy analysis, post-mortems, and...SuggestedFor contractorsWork at officeRemote workWeekend work- A leading restoration company in California is seeking a Project Manager to oversee multiple claims and jobs. The role entails managing teams, ensuring adherence to safety standards, and effective communication with clients. The ideal candidate has proven project management...SuggestedWork at office
$135k - $155k
...meals and lives. About the Role: The Manager, Sales Planning – East serves as a key commercial... ...Strategic Sales Planning Leadership Lead the development of sales and demand plans... ...to ensure forecast alignment with financial targets and strategic objectives for revenues...Work at officeRemote workWork from homeFlexible hoursShift workWeekend work- ...ProvidedNoLocationCalifornia TelecomDescriptionDo you have a proven track record of developing successful energy projects? Do you have experience leading deal teams and bringing projects from concept to close? The Strategic Development Director provides market intelligence, serves...Contract work
- ...Master Planning Project Manager An acclaimed, nationally award-winning studio and recipient of Design Firm of the Year is currently seeking a... ...We are seeking a skilled Master Planning Project Manager to lead the development and implementation of long-range facility master...Local area
Northern Impact
Berkeley, CA1 day ago $155k - $180k
...Sr. Manager, Corporate Strategy The Corporate Strategy Team leads the strategic ideation, implementation, and execution support... ...Team, support strategic planning process to development of vision... ...and interested in the future of financial services and shaping an industry...Full timeWork at officeFlexible hoursAssetMark
Concord, CA4 days ago- ...& Marketing to establish and lead enterprise digital product strategy... ...includes leading strategic planning, go-to-market strategy, cross... ...; and ensuring performance management guidelines and expectations... ...project updates; managing project financials and deliverables; and...Work experience placementFlexible hours
$135k - $150k
...a journey to add flavor to millions of meals and lives. The Role We are seeking a strategic and data-driven Supply Planning Manager to lead and optimize the master production schedule across our multi-site contract manufacturing network . This role plays a critical...Contract workTemporary workWork at officeLocal areaImmediate startRemote workShift workWeekend workKinder's
Walnut Creek, CA16 days ago$87.4k - $253k
...Technology Strategy Manager/Sr. Manager, Communications, Media & High-Tech Industry... ...technology. Our vision is to become the world’s leading advisors in harnessing technology and... ...managing small teams effectively including planning/structuring analytical work,...Live inWork at officeLocal areaAccenture
Walnut Creek, CA3 days ago$122.7k - $317.2k
...with the AI revolution — you are actively shaping how your clients lead it. You thrive in ambiguity, energize the teams around you, and... ...dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more...Live inWork at officeLocal areaAccenture
Walnut Creek, CA4 days ago- ...& ServiceAbout the Team:Our Planning team’s mission is to constantly... ..., Grocery is responsible for managing inventory for the Grocery... ...sales and profit. This person leads our Grocery inventory planning... ...inventory balancing, forecasting and financial planning, and general...Full timeImmediate start
- ...SUMMARY:Martinez Renewables (JV) is looking for an Economics and Planning Manager, who will report to the JV’s Head of Asset Performance, Econ... ...company in the US, and Neste Oyj (Finland), a world’s leading producer of renewable diesel and sustainable aviation fuel (SAF...Full timeTemporary workFor contractorsLocal areaRelocation
$125.9k - $321.1k
...bringing joy to customer experience. Five9 is a leading provider of cloud contact center software... ...Sales Director's job is to help manage the initial phases of post-sales support... ...high level strategies Develop business plan and present the business plan during quarterly...Temporary workWork at officeRemote workWorldwide3 days per week$83k - $90k
...students, faculty, and staff. As a world-leading institution, Berkeley is known for its academic... ...of Community , and Strategic Plan . At UC Berkeley, we believe that learning... ...ability to learn. Time and project management skills. Knowledge on how to develop and...Full timeH1bLocal areaImmediate startFlexible hours$101.6k - $180k
...Project Manager (0364U), Capital Strategies 87362 About Berkeley... ...faculty, and staff. As a world-leading institution, Berkeley is known... ...Community , and Strategic Plan . At UC Berkeley, we believe... ...Project Management and Financial System, including updating and...Full timeContract workFor contractorsH1bWork at officeRemote work2 days per week$105k - $115k
...students, faculty, and staff. As a world-leading institution, Berkeley is known for its academic... ...of Community , and Strategic Plan . At UC Berkeley, we believe that learning... .... Budgeting & Strategy ~ Manage digital ecosystem budgets, track expenses...Full timeInternshipH1bWork at officeLocal area$135k - $150k
...Supply Planning Manager Walnut Creek, California Built on flavor. Fueled by people. What's it like to work at Kinder's? Well, there... ...seeking a strategic and data-driven supply planning manager to lead and optimize the master production schedule across our multi-site...Contract workTemporary workLocal areaImmediate startShift workWeekend work$280k - $330k
A leading biotechnology company in California seeks an experienced intellectual property attorney to manage its IP portfolio. The role involves developing IP strategies, counseling R&D teams, and managing patent applications. A J.D. from an accredited law school along with...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning Lead - Wealth Management. Be the first to apply!
- financial sales Walnut Creek, CA
- financial institutions Walnut Creek, CA
- financial engineer Walnut Creek, CA
- first financial bank Walnut Creek, CA
- financial Walnut Creek, CA
- financial banking Walnut Creek, CA
- finance financial Walnut Creek, CA
- workday financials Walnut Creek, CA
- senior financial analyst fp&a Walnut Creek, CA
- citizens financial group Walnut Creek, CA