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! Lead Planner Client‑Centered | Relationship‑Driven | Impact‑Focused Are you passionate about guiding individuals and families through meaningful financial decisions? Join a values‑driven wealth advisory firm committed to simplifying the complex, earning trust, and delivering exceptional service with care and clarity. We’re seeking an experienced Lead Planner to lead client relationships, provide holistic financial guidance, and mentor Associate Wealth Architects. This role is ideal for a experienced advisor who thrives on making a genuine impact while contributing to a collaborative, mission‑aligned team. What You’ll Do + Serve as the primary advisor for a portfolio of client relationships + Deepen client trust through ongoing communication, planning updates, and proactive guidance + Lead the completion and review of financial planning materials, including balance sheets, strategic plans, financial plans, cash‑flow analyses, estate and account maps, and investment reporting + Deliver comprehensive financial advice across investment management, tax and estate considerations, risk management, liabilities, family planning needs, and long‑term wealth strategies Who Thrives Here + Advisors who genuinely care about clients and deliver advice with empathy + Professionals who value teamwork, accountability, and integrity + Leaders who enjoy mentoring others and elevating team performance + Individuals who embrace continuous improvement and personal growth 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 discipline + Advanced credential required (CFP®, CFA, CPA, EA, JD, Master’s, or PhD) + 5–10+ years of experience in financial services, including 5+ years advising clients directly + Series 65 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) .