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Description

Wealth Manager / Senior Wealth Manager

A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic Wealth Management team. The firm is committed to delivering exceptional service to high-net-worth individuals and families, while fostering a culture of personal fulfillment, empowerment, and community engagement.

This opportunity is ideal for financial advisors who are passionate about holistic wealth management and ready to grow within a collaborative, mission-driven environment.

Position Overview

The Wealth Manager / Sr. Wealth Manager plays a pivotal role in managing and deepening client relationships, delivering comprehensive financial planning, and contributing to the strategic growth of the firm. Depending on experience, the role may also include leadership responsibilities such as mentoring junior advisors and driving firm-wide initiatives.

Key Responsibilities

Client Relationship Management

+ Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice.

+ Independently manage a book of business and cultivate new client relationships through referrals and networking.

+ Provide proactive, high-touch service aligned with the firm’s holistic wealth philosophy.

Financial Planning & Investment Advisory

+ Develop and implement financial plans covering retirement, tax, estate, investment, and risk management.

+ Continuously monitor and adjust client portfolios to reflect changing goals and market conditions.

Business Development

+ Source and close new client relationships aligned with the firm’s strategic objectives.

+ Engage with centers of influence and participate in community and networking events to drive growth.

Leadership & Strategic Contribution (Senior-level only)

+ Mentor and train associate advisors, sharing best practices and fostering professional development.

+ Lead firm-wide initiatives to enhance client experience and operational efficiency.

+ Collaborate with leadership to shape long-term strategy and growth.

Compliance & Record-Keeping

+ Ensure all client activities comply with regulatory standards and internal policies.

+ Maintain accurate documentation of client interactions, financial plans, and investment strategies.

Compensation & Benefits

+ Competitive salary with performance-based incentives.

+ Revenue-sharing and goals-based bonuses (senior-level).

+ Potential for equity ownership (senior-level).

+ 401(k) plan with company match.

+ Paid time off and holidays.

+ Opportunities for leadership roles and participation in senior management.

+ Access to advanced training, industry conferences, and networking opportunities.

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

Education & Experience

+ Bachelor’s degree in Finance, Business Administration, or related field.

+ Minimum of 5 years (Wealth Manager) or 8 years (Senior Wealth Manager) of experience in financial planning, wealth management, or investment advisory.

Certifications & Licensing

+ Certified Financial Planner™ (CFP®) designation required.

+ Series 65 or equivalent licensing required for senior-level candidates.

Skills & Attributes

+ Deep knowledge of financial planning, investment strategies, and regulatory frameworks.

+ Exceptional interpersonal and communication skills.

+ Strategic thinker with a growth mindset and collaborative spirit.

+ Proven leadership and mentoring capabilities (for senior-level candidates).

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) .