Description NOTE: Please apply here & send a ping or personal message via LinkedIn to notify me about your submission! LinkedIn: Jonathan Christian (JC) del Rosario Company's Overview: The firm is an independent investment advisory organization seeking motivated individuals to join its respected wealth management team. It is dedicated to delivering exceptional service to a discerning clientele while maintaining strong ties to the local community. Guided by a philosophy that values overall well-being, personal fulfillment, and positive impact, the firm fosters a culture centered on meaningful relationships and empowerment. It seeks team members who prioritize client needs and thrive in a collaborative, purpose-driven environment. Position Overview: The Wealth Manager plays a pivotal role in managing client relationships, providing comprehensive financial planning services, and supporting the firm’s continued growth. This position is well-suited for experienced advisors with 5 or more years in the industry who are ready to take on greater responsibility, deepen their financial planning expertise, and help clients achieve their unique vision of a fulfilling and well-rounded life—all while advancing within the firm. Job Responsibilities: + Serve as a trusted advisor, providing tailored financial planning and investment solutions to high-net-worth clients. + Manage and expand a growing client portfolio sourced from firm referrals and personal efforts. + Develop and execute comprehensive financial plans, including retirement, tax, estate, investment, and risk management strategies. + Conduct regular reviews of client plans and portfolios to align with evolving goals and market conditions. + Support senior advisors in business development and client acquisition activities. + Build relationships within the firm’s network and actively participate in community and company-sponsored events. + Contribute to firm-wide initiatives that enhance client experience and improve operational efficiency. + Maintain compliance with regulatory standards and firm policies. + Keep accurate records of client interactions, financial plans, and investment strategies. + Engage in ongoing career development to stay current on industry best practices. Compensation & Benefits + Competitive base salary complemented by performance-based incentives. + 401(k) retirement plan with company matching contributions. + Paid time off and recognized holidays. + Opportunities for leadership development and career growth within a dynamic, expanding firm. Requirements Qualifications Education & Experience: + Bachelor’s degree in Finance, Business Administration, or a related discipline. + At least 5 years of experience in financial planning, wealth management, or investment advisory roles. Certifications & Licensing: + Certified Financial Planner™ (CFP®) designation is required. Skills & Attributes: + Strong expertise in financial planning, investment strategies, and compliance with regulatory standards. + Exceptional interpersonal and communication skills to build and maintain long-term client relationships. + Self-driven with a growth-oriented mindset and readiness to take on increasing responsibilities. + Collaborative team player committed to delivering excellent client service and supporting firm initiatives 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) .