Financial Planner

DescriptionReach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Financial Planning Associate | Wealth Management | San Ramon Join a growing wealth management firm that takes a truly integrated approach to tax, financial planning, and investment advice for high-net-worth clients. This is an ideal opportunity for a tax professional looking to move beyond compliance and into a more strategic, relationship-driven advisory role.You'll gain hands-on exposure to financial planning, work alongside experienced advisors, and help clients make informed long-term decisions. The firm is happy to train on the wealth management side, and there's no business development or cold calling, allowing you to focus on planning, collaboration, and client impact.ResponsibilitiesReview tax returns and identify proactive tax planning opportunities Prepare tax projections, multi-year planning scenarios, and cash flow analyses Advise on strategies involving Roth conversions, RMDs, charitable giving, and capital gains Partner with advisors to deliver integrated tax and financial planning recommendations Participate in client meetings and coordinate with outside tax professionals Prepare planning memos and a limited number of tax returns for select clients For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.RequirementsCPA or EA designation 5+ years of tax experience Strong experience preparing and reviewing individual tax returns Interest in tax planning, wealth management, and financial planning Excellent communication and relationship-building skills Collaborative, organized, and client-focused Experience with tax projections or financial planning software is a plus Interest in pursuing financial planning credentials or securities licenses is welcomed Interested 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