Description Ready to Take the Next Step? Let’s Connect! If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you! Associate Planner Client‑Focused | Growth‑Oriented | Impact‑Driven Are you passionate about helping others achieve clarity and confidence in their financial lives? Join a values‑driven wealth advisory firm dedicated to simplifying the complex, building trusted relationships, and delivering exceptional client experiences. We are seeking an Associate Planner to support advisors in delivering holistic wealth management and financial planning. This is an excellent opportunity for someone early in their financial‑services career who wants hands‑on experience, mentorship, and a path for long‑term growth. What You’ll Do + Support advisors with day‑to‑day management of client relationships + Assist with data gathering, financial plan creation, scenario modeling, and case design + Prepare client meeting materials and participate in meetings to capture detailed notes and action items + Maintain accurate client records across internal systems Who Thrives Here + Service‑driven professionals who genuinely care about clients + Team players who value trust, accountability, and collaboration + Individuals who are adaptable, proactive, and eager to grow + Those who want to make a meaningful impact in clients’ lives Requirements Ready to Learn More? If you’re excited to explore this opportunity, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and see how this role aligns with your career goals! What You Bring + Bachelor’s degree in business, finance, accounting, economics, or related field + 0–5 years of experience in financial services (RIA experience a plus) + Interest in or pursuit of Series 65, CFP®, CFA, EA, or other relevant designations + Proficiency with Microsoft Office; experience with CRM, 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) .