Description A dynamic and values-driven financial advisory firm is seeking an experienced Lead Planner to join its team. This role is ideal for a seasoned professional who is passionate about client service, financial planning, and mentoring others in a collaborative environment. Position Overview The Lead Planner is responsible for managing and retaining client relationships, delivering comprehensive financial advice, and coaching Associate Wealth Architects. This role collaborates with senior advisors, technical specialists, and internal teams to develop and execute strategic financial plans tailored to each client’s unique goals and values. Key Responsibilities + Lead the development and review of financial documents including balance sheets, strategic plans, estate maps, and portfolio reports. + Provide holistic financial advice covering investment management, estate planning, tax strategies, and philanthropic planning. + Maintain regular communication with clients and advisors to deepen relationships and ensure service excellence. + Prepare for and follow up on client meetings, ensuring all action items are completed. + Oversee financial modeling and investment policy execution. + Supervise and mentor Associate Wealth Architects, supporting their professional development. + Ensure compliance with fiduciary standards and internal policies. + Contribute to strategic initiatives across planning, investments, and business development. 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 + Bachelor’s degree in business, finance, economics, or a related field. + Advanced degree or professional designation required (e.g., CFP®, CFA, CPA, JD, EA, Master’s, PhD). + 5–10+ years of experience in financial services, with at least 5 years advising clients. + Series 65 license preferred. + Proficiency in Microsoft Office and familiarity with CRM, document management, and portfolio management software. + Experience with custodial platforms such as Schwab or Fidelity is a plus. Ideal Candidate Attributes + Demonstrates integrity, initiative, and professionalism. + Strong interpersonal and communication skills. + Organized, detail-oriented, and committed to high-quality work. + Collaborative team player with the ability to work independently. + Adaptable to change and open to new ideas. + Passionate about continuous learning and personal growth. + Thrives in an entrepreneurial, small-company environment. Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (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 (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) .