Financial Planner
Robert Half
DescriptionMichelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule.Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.Responsibilities: Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.Mentor & Lead: Support junior advisors and contribute to a strong team culture.Grow the Business: Build relationships, secure referrals, and participate in networking events.Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Requirements4+ years in financial planning, wealth management.CFP certification preferred; Series 65 or equivalent preferred.Expertise in investment strategies, financial planning, and compliance.Strong relationship-building skills with high-net-worth clients.Leadership experience with a mentorship mindset.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
$37 - $65.5 per hour
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...SuggestedTemporary workWork experience placementImmediate startWells Fargo
Corte Madera, CA2 days ago- ...first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated...SuggestedImmediate start
- ...transactions for clients as needed Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Executes the bank's risk culture and...SuggestedWeekend work
Jobtailor
Corte Madera, CA3 days ago $75k - $160k
YOUR IMPACTAs a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships. Our trusted Advisor teams have worked with sophisticated ultra...SuggestedFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client...SuggestedFull timeTemporary workWork experience placementLocal area
- Summary/Objective Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive, goal‑based financial planning and wealth management services to Cain Watters & Associates clients. This role serves as a primary advisor to clients, providing...Full timeTemporary workWork at officeImmediate startRemote workMonday to Friday
$200k - $300k
...of clients’ businesses and sources of wealth generation.* Anticipate events in a client’s life and business which have significant financial implications.* Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.* Build...Full timeCitibank (Switzerland) AG
San Francisco, CA1 day ago- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive on the Life Sciences Banking team, you will be responsible for growing and retaining profitable...
- ...traded but family-run since 1993, our objective has been to build one of America’s great banks, characterized by superior long-term financial results, a fortress balance sheet that provides unquestionable assurance to our depositors, and an enduring culture of growth and...Remote work
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Government Relationship Executive is for you. As a Relationship Executive in Government Banking, your primary role will be to acquire, grow and retain profitable...Local area
$200k - $300k
Job ID: 94815431440Posted: 2026-07-28Location: San Francisco, California, United StatesSalary: $200,000.00 - $300,000.00Category: Commercial and Business Sales, Executive, Banking & InternationalCompany: CitiThe Mid-Corp Relationship Manager is a strategic professional ...Full time$250k
...clients’ businesses and sources of wealth generation.* Anticipate events in a client’s life and business, which have significant financial implications.* Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships...Full timeCitibank (Switzerland) AG
San Francisco, CA12 hours ago$250k
...clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build...Full timeCiti
San Francisco, CA1 day ago$26 - $29 per hour
...Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years of banking experience and strong sales skills....Hourly payEast West Bank
San Francisco, CA3 days ago- ...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Job Summary Under general managerial review: Achieves sales goal...Work experience placement
- ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
San Rafael, CA2 days ago - ...Relationship Banker in San Francisco, California. This role requires a strong commitment to client satisfaction and involves using financial technology to enhance client experiences. The ideal candidate should have over a year of sales experience in Retail Banking,...
Koitecc Solutions
San Francisco, CA3 days ago $25 - $27.88 per hour
...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
San Francisco, CA4 days ago- ...Relationship Banker - San Francisco Financial Market San Francisco, California;San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
San Francisco, CA4 days ago - The Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client...
Hispanic Alliance for Career Enhancement
San Francisco, CA3 days ago $71k - $78k
East West Bank is looking for a Business Relationship Officer in San Francisco, CA, to join a world-class team. You will be responsible for managing and expanding customer relationships, achieving business goals for various banking products, and coaching employees. The...East West Bank
San Francisco, CA12 hours ago$150k - $165k
...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal areaJPMorgan Chase Bank, N.A.
San Francisco, CA5 days ago$122.4k - $228k
...business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on...Contract workPart timeLocal areaShift workBMO Financial
San Francisco, CA12 hours ago- Citigroup Inc. in San Francisco, CA is hiring an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role focuses on fostering customer relations, increasing sales to consumer clients, and supporting small ...
Citigroup Inc
San Francisco, CA3 days ago $122.54k - $208.72k
...relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall...Remote workCity National Bank
San Francisco, CA3 days ago$20 - $26 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...Local areaImmediate startColumbia Bank (WA, OR & ID)
San Rafael, CA2 days ago$300k - $350k
...solutions Drive new asset growth, meeting goals for AUM and revenue Maintain a deep understanding of client needs, family structures, and financial goals Serve as a trusted advisor, coordinating across lending, trust, and investment teams Investment Counselor Partner with...Full timeWork at officeInsight Global
San Francisco, CA3 days ago$122.4k - $228k
...of the business/group. Identifies emerging issues and trends to inform decision‑making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource...Local areaShift workBMO U.S.
San Francisco, CA1 day ago- Description The Senior Financial Planner plays a key role in delivering comprehensive, goals-based financial planning to firm clients. This role partners closely with firm Advisors, and client’s allied financial professionals to design, implement, and monitor sophisticated...
$50.1k - $82.8k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Part timeLocal areaImmediate startDay shiftHispanic Alliance for Career Enhancement
San Francisco, CA3 days ago
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