"Alerted.org

Description

Interested?

Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect and share more about the opportunity!

About the Role

We’re seeking a Financial Planner to strengthen client relationships and deliver comprehensive, high‑quality wealth management solutions. This role blends technical planning expertise with leadership and exceptional client service. You’ll collaborate closely with senior advisors, support and guide associate team members, and ensure clients receive personalized strategies tailored to their goals.

What You’ll Do

+ Build and nurture long-term client relationships through trust, proactive communication, and consistent follow-through.

+ Review, refine, and finalize financial plans—including balance sheets, strategic roadmaps, estate flow charts, and detailed cash flow analyses.

+ Provide objective, holistic advice across investment management, estate planning, tax strategies, and philanthropic planning.

+ Lead client meetings: prepare thoroughly, present confidently, and manage timely execution of post-meeting deliverables.

+ Partner with internal teams and external professionals (CPAs, attorneys) to deliver coordinated, integrated planning solutions.

+ Mentor and oversee associate planners, supporting their development and helping elevate the team’s overall effectiveness.

+ Review financial models, investment policy statements, and portfolio rebalancing to ensure alignment with client objectives.

+ Maintain rigorous compliance with fiduciary standards and firm policies while ensuring accurate client documentation.

+ Contribute to strategic committees and support targeted business development initiatives that drive firm‑wide growth.

Requirements

Want to learn more?

Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore whether this opportunity aligns with your next career step.

Qualifications

+ Education: Bachelor’s degree in business, finance, or a related field. Advanced degrees or professional designations (CFP®, CFA, CPA, JD, etc.) are strongly preferred.

+ Experience: 5–10+ years in financial services, including at least 5 years in a direct client advisory capacity.

+ Licensing: Series 65 required.

+ Technical Skills: Proficiency in Microsoft Office; experience with CRM platforms and portfolio management software is a plus.

+ Core Competencies: Strong interpersonal, communication, and leadership capabilities.

Skills & Attributes

+ Integrity & Client Focus: Maintains the highest ethical standards while delivering exceptional client service.

+ Organizational Excellence: Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.

+ Team Collaboration: Works effectively with colleagues, adapts easily, and brings a strong growth mindset.

+ Entrepreneurial Mindset: Thrives in dynamic, small-firm or entrepreneurial settings with a track record of success.

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) .