Description Ready to Take the Next Step? Let’s Connect. If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background. Associate Planner Client‑Focused | Growth‑Oriented | Impact‑Driven Join a values‑driven wealth advisory firm committed to simplifying the complex, building trusted relationships, and delivering exceptional client experiences. This role is ideal for someone early in their financial‑services career who wants meaningful hands‑on exposure, mentorship, and a long‑term path for advancement. What You’ll Do + Support advisors in the day‑to‑day management of client relationships + Assist with data gathering, financial plan development, scenario modeling, and case design + Prepare client meeting materials and contribute by capturing detailed notes and action items + Maintain accurate and organized client records across internal systems Who Thrives Here + Service‑oriented professionals who genuinely care about client outcomes + Team players who value trust, accountability, and collaboration + Individuals who are proactive, adaptable, and excited to learn + Those who want to make a meaningful impact in clients’ financial lives Requirements Ready to Learn More? If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and discussing how this role supports your long‑term career goals. What You Bring + Bachelor’s degree in business, finance, accounting, economics, or a related field + 1–5 years of experience in financial services (RIA experience is a plus) + Interest in or active pursuit of Series 65, CFP®, CFA, EA, or similar designations + Proficiency with Microsoft Office; experience with CRM, financial‑planning, or portfolio‑management software preferred 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 (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. 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 (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .