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Forum Financial Management, LP · 19 hours ago

Financial Planner- Menlo Park

Menlo Park, CA

Full-time

Hybrid

Entry, Mid Level

$80K/yr - $150K/yr

2+ years exp

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with a focus on personalized financial planning. They are seeking an experienced Financial Planner to support client relationships and assist in delivering comprehensive financial planning with an entrepreneurial spirit.

AdviceFinanceFinancial ServicesRetirementWealth Management

Responsibilities

Support the lead advisor in delivering client-centric, comprehensive financial planning

Demonstrate strong self-management by proactively owning tasks, managing deadlines, and staying organized without requiring close oversight

Serve as a supportive accountability partner to the lead advisor, helping keep priorities on track and ensuring follow-through on key action items

Assist with onboarding new clients for the lead advisor and onboard your own as well

Join client meetings, take notes, and ensure follow-up actions are completed with care

Prepare meeting agendas, gather and organize client data, and assist in plan creation

Keep client records up to date in our CRM, planning software, and spreadsheets

Collaborate with the Menlo Park Forum team to make the client experience seamless

Learn firm tech and workflows — and help us make them even better

Qualification

Certified Financial PlannerClient-facing experienceComprehensive planningTech-savvySchwabEmotional intelligenceCommunication skillsOrganizational skills

Required

2+ years of experience in a client-facing planning or advisory role (RIA or fiduciary a plus)

Certified Financial PlannerTM (CFP®) designation, or actively working toward it

Location: Remote, but based in the San Francisco Bay Area, with periodic in-person meetings in the Menlo Park area

Comfort with comprehensive planning (retirement, tax, estate, investments, education, insurance)

Superb verbal and written communication skills — enjoy talking with clients, able to make complex topics feel approachable, and make emails feel human

Highly organized, proactive, and detail-oriented

Tech-savvy and adaptable — ready to learn our systems and suggest improvements

Emotionally intelligent — someone who brings warmth and steadiness to their work

Experience with Schwab, Tamarac, Junxure Cloud and/or MoneyGuidePro is very helpful