Description A values-driven wealth advisory firm is seeking an exceptional Planner to join its team of professionals dedicated to delivering personalized, high-impact financial guidance. This role is ideal for a seasoned advisor who thrives on building trusted relationships, simplifying complexity, and making a meaningful difference in clients’ lives. The Planner will be responsible for managing and deepening client relationships, coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both technical expertise and emotional intelligence. Key Responsibilities + Lead the development and execution of personalized financial plans, estate strategies, cash flow analyses, and investment reviews. + Serve as a primary relationship manager for clients, providing proactive communication and thoughtful guidance. + Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to deliver holistic wealth management solutions. + Oversee client meeting preparation, follow-up communications, and execution of action items. + Guide clients through complex planning topics including investment management, tax strategies, estate and philanthropic planning, and intergenerational wealth transfer. + Supervise and mentor Associate Planners, supporting their professional development and ensuring quality execution of client deliverables. + Maintain accurate client records and ensure compliance with fiduciary standards and internal policies. + Participate in strategic initiatives across planning, investments, business development, and team goals. 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, accounting, finance, economics, or related field. + Graduate degree or professional designation required (CFP®, CFA, CPA, EA, JD, Master’s, or PhD). + 5–10+ years of experience in the financial services industry, with at least 5+ years advising clients directly. + Series 65 license preferred. + Proficiency in Microsoft Office; experience with CRM, document management, and portfolio management software preferred. + Familiarity with custodial platforms such as Schwab and Fidelity is a plus. Ideal Candidate Traits + Demonstrates integrity, initiative, and professionalism in all interactions. + Skilled at developing deep client relationships and delivering service excellence. + Organized, detail-oriented, and committed to high-quality work. + Strong communicator with the ability to work independently and collaboratively. + Adaptable, growth-minded, and passionate about continuous learning. + Thrives in an entrepreneurial, team-oriented environment. Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christian (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) .