1,989 Financial Planner jobs in the United States

**Your opportunity**
**At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.**
This Financial Planner position is a specialist supporting broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.
The Financial Planner works with Schwab Wealth Advisory Investment Advisors to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The financial plan includes a customized analysis to address client or prospective client goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan which will identify a client's current situation, opportunities and gaps, and advise on specific steps to meet financial goals.
+ Providing exceptional on-going client support by handling day-to-day service requests via phone and email
+ Assisting clients in navigating and understanding Schwab's website, proprietary investing tools, portfolio performance data and third-party research
+ Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals
+ Collaborating to achieve efficient and effective practice management within a team-based environment
The Financial Planner is responsible for strengthening the relationship between Schwab and clients who have the need for advice on complex financial situations.  The financial planning process includes cultivating referral relationships with internal partners, supporting client relationships based on the needs of clients and partners, and working directly with clients to assess and advise on complex financial planning topics.  Candidates should have a strong background in client and practice management, presentation and communication skills, and expertise in the area of financial planning.
Responsibilities include; working with assigned internal Schwab departments (primarily the Branch and Schwab Wealth Advisory Investment Advisors) to cultivate a referral relationship. Interact directly with clients in delivering detailed and customized financial plans. Participate in ongoing personal development and training to continually grow as a professional and advisor. Participate in joint sales calls regarding Schwab's financial planning capabilities.
**What you have**
**Requirements:**
+ CFP® designation required
+ Active and valid FINRA Series 7 license required
+ Active and valid FINRA Series 63/65 or 66 license required
+ Minimum 3+ years' experience with creating and presenting complex/comprehensive financial plans
+ In-depth knowledge and demonstrated sales skills to close and sell financial planning services
+ Proven ability to manage multiple tasks and financial plans to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.
+ Extensive knowledge and mastery of moving clients through complete and complex financial planning cycle
+ Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.
+ Excellent communication skills and ability to effectively communicate complex topics to clients. 
+ Strong client services skills and ability to anticipate and resolve problems on own initiative.
**In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

Job Description

Job Description

Purpose:

As part of the Wealth Management Client Experience Team, the Financial Planner is an integral role to clients and in business activities as they are one of three licensed professionals connected to clients of the firm who have an excess of $500,000 on platform. The Wealth Advisor leads the investment management portion of the relationship and is accountable for business development and new-client onboarding. The Financial Planner supports the Wealth Advisor by attending educational events and building deep relationships with each client to deliver a Raving Fan experience. The Financial Planner also works closely with the Wealth Manager as the primary support. This includes building and maintaining comprehensive financial plans presented by the Wealth Manager, coordination and oversight of planning implementation directly with the client and serving as the client’s main point of contact for ongoing services. Although the Financial Planner does not perform the ongoing services, they are the sole point of contact between the client and the firm regarding these services. This professional team, including the Financial Planner, has regular client interaction, proactive outbound calls, and active participation in Goal Review and Risk Audit meetings. The primary measurement of success for the Financial Planner is solving all proactive and reactive transactional client requests quickly and accurately with a high level of communication.

Job Responsibilities:

• Adherence to the Wealth Management core process, while providing proactive and reactive service for clients within the Credent Experience.
• Meets with assigned clients a minimum of twice per year to foster and build long-term, trusting relationships through the Credent Experience.
  • Assist the Wealth Manager in the Risk Audit gap analysis for clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and taxes.
  • Assist the Wealth Manager in the Goal Review Meeting by guiding clients through a process of identifying and prioritizing financial and personal goals inclusive of retirement, college, major purchases, and miscellaneous planning needs. These plans are then stress tested and shared with the client.
• Serve as the client’s main point of contact for all questions regarding the online Credent Portal, ongoing services, and implementation of planning recommendations.
• Conduct regular outbound calls to keep clients informed of ongoing services, RMDs, and planning implementation.
• Participate in and support the Wealth Advisor at various firm-sponsored educational and social events with leads and clients.
• Through deep relational knowledge, execute Raving Fan initiatives each week in cooperation with team members.
• Work with team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations.
• Remain knowledgeable of the policies and regulations of the regulatory bodies to ensure compliance with all work activities as well as comply with company-wide policies and regulatory bodies.

Equipment Used:

• Standard office equipment
• Web conferencing software
• Cloud-based storage software
• Finance Planning Software
• CRM Software
• Microsoft Office Suite

Hours/Travel:

• Monday through Friday; 8:00 am – 5:00 pm plus occasional evenings and weekends.
• Meetings and events may require work outside normal office hours and outside of the office.

Knowledge, Skills, and Abilities:

• Progressive analytical knowledge, client service, and interpersonal skills.
• Excellent verbal, written, and presentation communication skills.
• General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.).
• Adaptable, detail-orientated, and creative problem-solving.
• Ability to multitask, learn, and think beyond the current process.
• Proficient in Microsoft Office suite.
• Knowledge of different business and finance software.

Education:

• Bachelor's degree required preferrable in Finance or Business Administration
• CFP Preferred

Experience:

• 3+ years in Finance, Banking, Tax, accounting firms, or customer service-related field.

Series 65:

• Series 65 or equivalent required.

**Your opportunity**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
**Our opportunity:**
Deliver comprehensive financial plans for the most sophisticated and complex client situations. Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer. Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate.
Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings. Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere.
**What you are good at:**
As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan.
**Planning**
+ Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP® professional on an ongoing basis.
+ Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan.
+ Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client's ongoing appropriateness for the recommended investment allocation solution.
**Partnering**
+ Proactively engage partners to create awareness around our most comprehensive financial planning abilities.
+ Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate.
**Time management / organization / ability to utilize new technologies.**
+ Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.
+ Ability to coordinate meetings and presentations with business partners and clients.
+ Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services
**What you have**
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include:
+ Master's level or equivalent Financial Planning-related designation
+ CFP® designation is required.
+ Active and valid FINRA Series 7 license required.
+ Active and valid FINRA Series 63/65 or 66 required
+ Bachelor's degree required.
+ Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience
+ Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients.
+ Ability to articulate the value and importance of financial planning services.
+ Knowledge and ability to move clients through complete and complex financial planning cycle.
+ Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.
+ Excellent communication skills and ability to effectively communicate complex topics to clients.
+ Strong client services skills and ability to anticipate and resolve problems on own initiative.
+ Embrace an entrepreneurial and self-starter mentality.
+ Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.
+ Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.
+ Proven work ethic with a high level of integrity to build trust with our clients and internal partners.
+ Collaborative and relationship-focused work style with demonstrated success in a team-based environment.
+ Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

Sr Financial Planner
Wealth Management
Portland,
Oregon
Hillsboro,
Oregon
Tacoma,
Washington
Sacramento,
California
Los Angeles,
California
San Diego,
California
Irvine,
California
**Description**
**About Us:**
AtColumbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of ourassociates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because atColumbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
**About the Role:**
Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning strategies and makes recommendations.
+ Conducts comprehensive wealth planning services including data gathering, plan creation and presentation. Works to identify financial information and deliver financial guidance based upon a client's risk tolerance, financial goals and objectives, and individual circumstances.
+ Works with Wealth Advisors, Private Bankers and clients to develop, implement and regularly review wealth plans based on the individual needs and changing financial circumstances of the client. Works with Wealth Advisors to increase use of financial planning methodologies within their practice.
+ Collaborates with team members to generate new business and build strong client relationships to retain existing clients. Works with the CWA Protection Strategist to include risk management insurance strategies in wealth plans.
+ Conducts comprehensive wealth planning to include cash flow analysis, estate planning, business succession planning, education planning, insurance strategies, and retirement planning.
+ Works on complex problems where analysis of financial and tax situations or data requires evaluation. Exercises independent judgment in developing methods, techniques, and evaluation criterion for obtaining results.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
+ Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
+ Takes personal initiative and is a positive example for others to emulate.
+ Embraces our vision to become "Business Bank of Choice"
+ May perform other duties as assigned.
**About** **You:**
+ CFP, required, Master's degree or equivalent, preferred. Proven track record in developing business in the commercial industry, required.
+ 5+ yearsof relevant wealth planning experience. Some experience as a Financial Advisor is required.
+ Series 7, 65 or 66, required and Insurance license preferred, or willingness to obtain.
+ Significant experience successfully managing wealth plan creation and presentation.
+ Excellent relationship management and business development abilities, analytical and problem-solving skills.
+ Expert knowledge of wealth planning (retirement, investment, insurance, tax, trusts and estate planning) and the competitive landscape.
+ Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
+ Excellent written and verbal communication and presentation skills.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Proficient with wealth planning tools (eMoney and MoneyGuidePro) and other software including MS Word, Excel andPowerPoint.
+ Proven ability to train and present to small and large audiences
**Travel Type:**
Occasional
**Job Location(s):** Ability to work fully onsite at posted location(s).
Portland, OR
Tacoma, WA
Hillsboro, OR
Irvine, CA
San Diego, CA
Los Angeles, CA
Sacramento, CA
**Our** **Benefits:**
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $80,000.00 to 145,000.00, and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education,and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to** **Diversity** **:**
ColumbiaBank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: (email protected) .
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are onlyintendedfor individuals seekingemploymentatColumbiaBank.ColumbiaBank does not accept unsolicited resumes or applications from agencies andColumbiaBank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toanyColumbiaBank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.

Sr Financial Planner
Wealth Management
Portland,
Oregon
Hillsboro,
Oregon
Tacoma,
Washington
Sacramento,
California
Los Angeles,
California
San Diego,
California
Irvine,
California
**Description**
**About Us:**
AtColumbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of ourassociates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because atColumbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
**About the Role:**
Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning strategies and makes recommendations.
+ Conducts comprehensive wealth planning services including data gathering, plan creation and presentation. Works to identify financial information and deliver financial guidance based upon a client's risk tolerance, financial goals and objectives, and individual circumstances.
+ Works with Wealth Advisors, Private Bankers and clients to develop, implement and regularly review wealth plans based on the individual needs and changing financial circumstances of the client. Works with Wealth Advisors to increase use of financial planning methodologies within their practice.
+ Collaborates with team members to generate new business and build strong client relationships to retain existing clients. Works with the CWA Protection Strategist to include risk management insurance strategies in wealth plans.
+ Conducts comprehensive wealth planning to include cash flow analysis, estate planning, business succession planning, education planning, insurance strategies, and retirement planning.
+ Works on complex problems where analysis of financial and tax situations or data requires evaluation. Exercises independent judgment in developing methods, techniques, and evaluation criterion for obtaining results.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
+ Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
+ Takes personal initiative and is a positive example for others to emulate.
+ Embraces our vision to become "Business Bank of Choice"
+ May perform other duties as assigned.
**About** **You:**
+ CFP, required, Master's degree or equivalent, preferred. Proven track record in developing business in the commercial industry, required.
+ 5+ yearsof relevant wealth planning experience. Some experience as a Financial Advisor is required.
+ Series 7, 65 or 66, required and Insurance license preferred, or willingness to obtain.
+ Significant experience successfully managing wealth plan creation and presentation.
+ Excellent relationship management and business development abilities, analytical and problem-solving skills.
+ Expert knowledge of wealth planning (retirement, investment, insurance, tax, trusts and estate planning) and the competitive landscape.
+ Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
+ Excellent written and verbal communication and presentation skills.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Proficient with wealth planning tools (eMoney and MoneyGuidePro) and other software including MS Word, Excel andPowerPoint.
+ Proven ability to train and present to small and large audiences
**Travel Type:**
Occasional
**Job Location(s):** Ability to work fully onsite at posted location(s).
Portland, OR
Tacoma, WA
Hillsboro, OR
Irvine, CA
San Diego, CA
Los Angeles, CA
Sacramento, CA
**Our** **Benefits:**
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $80,000.00 to 145,000.00, and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education,and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to** **Diversity** **:**
ColumbiaBank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: (email protected) .
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are onlyintendedfor individuals seekingemploymentatColumbiaBank.ColumbiaBank does not accept unsolicited resumes or applications from agencies andColumbiaBank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toanyColumbiaBank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.

Sr Financial Planner
Wealth Management
Portland,
Oregon
Hillsboro,
Oregon
Tacoma,
Washington
Sacramento,
California
Los Angeles,
California
San Diego,
California
Irvine,
California
**Description**
**About Us:**
AtColumbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of ourassociates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because atColumbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
**About the Role:**
Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning strategies and makes recommendations.
+ Conducts comprehensive wealth planning services including data gathering, plan creation and presentation. Works to identify financial information and deliver financial guidance based upon a client's risk tolerance, financial goals and objectives, and individual circumstances.
+ Works with Wealth Advisors, Private Bankers and clients to develop, implement and regularly review wealth plans based on the individual needs and changing financial circumstances of the client. Works with Wealth Advisors to increase use of financial planning methodologies within their practice.
+ Collaborates with team members to generate new business and build strong client relationships to retain existing clients. Works with the CWA Protection Strategist to include risk management insurance strategies in wealth plans.
+ Conducts comprehensive wealth planning to include cash flow analysis, estate planning, business succession planning, education planning, insurance strategies, and retirement planning.
+ Works on complex problems where analysis of financial and tax situations or data requires evaluation. Exercises independent judgment in developing methods, techniques, and evaluation criterion for obtaining results.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
+ Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
+ Takes personal initiative and is a positive example for others to emulate.
+ Embraces our vision to become "Business Bank of Choice"
+ May perform other duties as assigned.
**About** **You:**
+ CFP, required, Master's degree or equivalent, preferred. Proven track record in developing business in the commercial industry, required.
+ 5+ yearsof relevant wealth planning experience. Some experience as a Financial Advisor is required.
+ Series 7, 65 or 66, required and Insurance license preferred, or willingness to obtain.
+ Significant experience successfully managing wealth plan creation and presentation.
+ Excellent relationship management and business development abilities, analytical and problem-solving skills.
+ Expert knowledge of wealth planning (retirement, investment, insurance, tax, trusts and estate planning) and the competitive landscape.
+ Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
+ Excellent written and verbal communication and presentation skills.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Proficient with wealth planning tools (eMoney and MoneyGuidePro) and other software including MS Word, Excel andPowerPoint.
+ Proven ability to train and present to small and large audiences
**Travel Type:**
Occasional
**Job Location(s):** Ability to work fully onsite at posted location(s).
Portland, OR
Tacoma, WA
Hillsboro, OR
Irvine, CA
San Diego, CA
Los Angeles, CA
Sacramento, CA
**Our** **Benefits:**
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $80,000.00 to 145,000.00, and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education,and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to** **Diversity** **:**
ColumbiaBank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: (email protected) .
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are onlyintendedfor individuals seekingemploymentatColumbiaBank.ColumbiaBank does not accept unsolicited resumes or applications from agencies andColumbiaBank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toanyColumbiaBank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.

Sr Financial Planner
Wealth Management
Portland,
Oregon
Hillsboro,
Oregon
Tacoma,
Washington
Sacramento,
California
Los Angeles,
California
San Diego,
California
Irvine,
California
**Description**
**About Us:**
AtColumbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of ourassociates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because atColumbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
**About the Role:**
Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning strategies and makes recommendations.
+ Conducts comprehensive wealth planning services including data gathering, plan creation and presentation. Works to identify financial information and deliver financial guidance based upon a client's risk tolerance, financial goals and objectives, and individual circumstances.
+ Works with Wealth Advisors, Private Bankers and clients to develop, implement and regularly review wealth plans based on the individual needs and changing financial circumstances of the client. Works with Wealth Advisors to increase use of financial planning methodologies within their practice.
+ Collaborates with team members to generate new business and build strong client relationships to retain existing clients. Works with the CWA Protection Strategist to include risk management insurance strategies in wealth plans.
+ Conducts comprehensive wealth planning to include cash flow analysis, estate planning, business succession planning, education planning, insurance strategies, and retirement planning.
+ Works on complex problems where analysis of financial and tax situations or data requires evaluation. Exercises independent judgment in developing methods, techniques, and evaluation criterion for obtaining results.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
+ Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
+ Takes personal initiative and is a positive example for others to emulate.
+ Embraces our vision to become "Business Bank of Choice"
+ May perform other duties as assigned.
**About** **You:**
+ CFP, required, Master's degree or equivalent, preferred. Proven track record in developing business in the commercial industry, required.
+ 5+ yearsof relevant wealth planning experience. Some experience as a Financial Advisor is required.
+ Series 7, 65 or 66, required and Insurance license preferred, or willingness to obtain.
+ Significant experience successfully managing wealth plan creation and presentation.
+ Excellent relationship management and business development abilities, analytical and problem-solving skills.
+ Expert knowledge of wealth planning (retirement, investment, insurance, tax, trusts and estate planning) and the competitive landscape.
+ Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
+ Excellent written and verbal communication and presentation skills.
+ Ability to work effectively with individuals and groups across the company to manage customer relationships.
+ Proficient with wealth planning tools (eMoney and MoneyGuidePro) and other software including MS Word, Excel andPowerPoint.
+ Proven ability to train and present to small and large audiences
**Travel Type:**
Occasional
**Job Location(s):** Ability to work fully onsite at posted location(s).
Portland, OR
Tacoma, WA
Hillsboro, OR
Irvine, CA
San Diego, CA
Los Angeles, CA
Sacramento, CA
**Our** **Benefits:**
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $80,000.00 to 145,000.00, and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education,and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to** **Diversity** **:**
ColumbiaBank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: (email protected) .
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are onlyintendedfor individuals seekingemploymentatColumbiaBank.ColumbiaBank does not accept unsolicited resumes or applications from agencies andColumbiaBank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toanyColumbiaBank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.

Description
Associate Financial Planner
Location: San Francisco (Hybrid - 2 days/week) or Fully Remote
Industry: Financial Services / Wealth Management
A boutique wealth management firm is seeking an intellectually curious and analytically driven Associate Financial Planner to join its team. This is a rare opportunity to work directly with a senior advisor recognized nationally for excellence in wealth management, and to build a long-term career in strategic financial planning.
About the Role
This position is ideal for someone who thrives in a fast-paced, detail-oriented environment and is passionate about solving complex financial problems. You'll begin at an apprentice level, learning the intricacies of financial planning for high-net-worth and ultra-high-net-worth families, including senior executives and board members of public companies.
Key Responsibilities
Client Planning & Analysis
+ Prepare retirement, estate, education, and equity compensation analyses
+ Use eMoney to build and refine comprehensive financial plans
+ Analyze tax implications, insurance policies, and stock concentration strategies
+ Stay current on economic trends and tax law changes to inform client strategies
+ Coordinate pre-meeting prep including agendas, research, and implementation plans
Technology Platforms
+ eMoney (Financial Planning)
+ Charles Schwab (Custodian)
+ Redtail (CRM)
+ Orion (Reporting)
Compensation & Benefits
+ Competitive base salary + bonus + profit sharing
+ Annual 401(k) match and medical/dental benefits
+ 15 vacation days + 5 sick days + NYSE holidays
+ Significant growth potential and year-over-year raises
Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect!
Requirements
Qualifications
+ 5+ years of work experience; 3+ years in financial planning at an RIA
+ Bachelor's degree required
+ CFP® certification preferred
+ Proficiency in eMoney and Microsoft Excel; PowerPoint a plus
+ Authorized to work in the U.S.
Ideal Candidate Traits
+ Strong analytical and problem-solving skills
+ Highly organized with exceptional attention to detail
+ Comfortable interpreting complex financial data
+ Eager to learn and grow in a collaborative environment
+ High level of professionalism and follow-through
Excited about this role? We'd love to hear from you!
Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - let's explore how this opportunity could be the right fit for your next career move.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

**Duties & Responsibilities**
Type of Role: Individual contributor, experienced
Area of Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients
Role Specific Job Duties:
+ Primarily focused on servicing high value family client segments as a client-facing Wealth Planner
+ Senior mentor for other financial planners on the team; regularly provides guidance and feedback on financial planning best practices
+ Point of escalation within the team for resolving time sensitive client inquiries and handing complex client advice topics
+ Works collaboratively with other functions in Private Wealth to resolve escalations and complete special projects
Function Specific Job Duties:
+ Serve as the main financial planning point of contact for clients
+ Responsible for managing day to day client financial planning interactions, supporting wealth advisors across client advice topics
+ Ensure clients have a positive financial planning experience that always exceeds their expectations
+ Stay current on all tax rules, laws and regulations that could financially impact UMB clients
+ Build and maintain client relationships aimed at client retention and engagement
+ Intimately involved in the new client prospect and onboarding process, partnering with client service to ensure client setup in eMoney
+ Maintain and update Salesforce CRM and eMoney for all financial planning activities
+ Manage client paperwork and electronic data files for all financial planning relationships
+ Understand the client's overall business needs and help identify value-added services that Private Wealth can provide
+ Review activities within the job scope for sufficient controls to prevent errors, breaches of client confidentiality, and misstatements of financial planning recommendations
+ Assist Wealth Advisors and other associates with planning related questions
+ Ensure adherence to corporate policy, operational policy, and regulatory guidance
+ Other duties as assigned
**Requirements**
**Knowledge & Skills**
MINIMUM:
+ Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background
+ Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment
+ 5+ years of applicable experience within Financial Services
+ CFP or in pursuit of
PREFERRED:
+ CFP or advanced designation
MINIMUM:
Job Skills:
+ Great communicator with strong interpersonal skills
+ Systems thinking and complex problem solving
+ Attention to detail, yet ability to grasp big picture
+ Highly organized and can effectively multi-task
+ Understanding of financial services financial planning frameworks and concepts
+ Able to balance a client experience mindset when managing and controlling business risks
+ Ability to work independently, collaborating with others to accomplish client objectives
+ Ability to adapt to changing information and business needs
+ Demonstrated ability to learn and communicate complex and detailed information
+ Analytical problem solver with the ability to think creatively
+ Organize and prioritize activities to ensure completion within established deadlines
+ Experience in supporting financial planning data collection, entry, and process
+ General knowledge of compliance rules and regulations within wealth management
+ Exceptional written communication
+ Demonstrated strong math skills
+ Effective financial research skills
Technical Skills:
+ Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
+ Strong proficiency with eMoney client portal and financial planning software
Work Environment
+ Type: Office Centric (60% In Office)
+ Location: Various Private Wealth Office Locations
**Compensation Range:**
$83,200.00 - $178,800.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB