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Description

Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!

Senior Wealth Manager

About the Role

We’re seeking an experienced Senior Wealth Manager to lead high-value client relationships, mentor associate advisors, and contribute to firm-wide strategic initiatives. This role combines client advisory, leadership, and business development responsibilities in a collaborative, growth-oriented environment.

Key Responsibilities

+ Serve as lead advisor for high-net-worth clients, delivering comprehensive financial planning and investment strategies.

+ Oversee development and execution of sophisticated plans covering retirement, tax, estate, and risk management.

+ Mentor and train associate advisors; foster a culture of excellence.

+ Source, close, and manage new client relationships aligned with firm objectives.

+ Participate in strategic initiatives to improve processes and client experience.

Benefits & Perks

+ Percentage of revenue managed + performance-based bonus.

+ Potential for equity ownership.

+ 401(k) with company match.

+ Paid time off and holidays.

+ Leadership opportunities and access to advanced training and industry events.

Requirements

Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

What We’re Looking For

+ 8+ years of experience in financial planning, wealth management, or investment advisory.

+ CFP® designation and Series 65 (or equivalent) required.

+ Strong knowledge of financial planning, investment strategies, and regulatory compliance.

+ Exceptional communication and leadership skills.

+ Proven ability to build trusted client relationships and drive business growth.

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) .