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Description

Financial Planner

Industry: Financial Services / Wealth Management

Are you a seasoned financial advisor who thrives on building deep, trusted relationships and delivering holistic, values-driven financial guidance? A boutique wealth management firm is seeking a Wealth Architect to join its mission-driven team. This is a unique opportunity to work in a collaborative, client-first environment where service excellence and personal impact are at the heart of everything.

About the Firm

This firm is built on a foundation of trust, compassion, and clarity. It serves a diverse client base with a commitment to simplifying the complex and delivering tailored financial strategies that align with each client’s values and long-term goals. The team operates with a shared belief in service excellence, teamwork, and continuous growth—both professionally and personally.

Position Overview

The Wealth Architect is responsible for managing and retaining client relationships, coaching Associate Wealth Architects, and collaborating with senior advisors and technical specialists to deliver comprehensive financial advice. This role is ideal for someone who takes a holistic approach to wealth planning and thrives in a values-driven, entrepreneurial environment.

Key Responsibilities

+ Manage and deepen client relationships through regular communication and strategic planning

+ Lead and oversee the development of financial plans, estate maps, cash flow analyses, and investment strategies

+ Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to ensure seamless client service

+ Prepare for and follow up on client meetings, ensuring all action items are completed

+ Provide unbiased financial advice across investment management, estate planning, tax strategy, and philanthropic planning

+ Oversee and mentor Associate Wealth Architects, supporting their professional development

+ Maintain accurate client records and ensure compliance with fiduciary standards

+ Participate in firm-wide strategic initiatives, planning committees, and business development efforts

+ Serve as a steward of the firm’s planning philosophy, values, and client service standards

Why Join This Team?

+ Work with a purpose-driven firm that values trust, compassion, and excellence

+ Collaborate with a close-knit team of professionals who support each other

+ Make a meaningful impact in clients’ lives through holistic financial planning

+ Grow professionally in a firm that invests in your development and success

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect

Requirements

Key Responsibilities

+ Manage and deepen client relationships through regular communication and strategic planning

+ Lead and oversee the development of financial plans, estate maps, cash flow analyses, and investment strategies

+ Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to ensure seamless client service

+ Prepare for and follow up on client meetings, ensuring all action items are completed

+ Provide unbiased financial advice across investment management, estate planning, tax strategy, and philanthropic planning

+ Oversee and mentor Associate Wealth Architects, supporting their professional development

+ Maintain accurate client records and ensure compliance with fiduciary standards

+ Participate in firm-wide strategic initiatives, planning committees, and business development efforts

+ Serve as a steward of the firm’s planning philosophy, values, and client service standards

Qualifications

+ Bachelor’s degree in business, 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 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

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) .