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Description

Interested?

Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect.

Financial Planner

About the Role

Join a boutique, highly respected wealth management firm serving high‑net‑worth and ultra‑high‑net‑worth families. As a Financial Planner, you’ll partner closely with an experienced advisor and gain hands‑on exposure to comprehensive planning, investment analysis, and client strategy. This is an excellent opportunity for someone looking for a clear career path, meaningful client relationships, and long‑term professional growth.

Key Responsibilities

+ Prepare in‑depth analyses across retirement planning, estate strategies, education funding, and equity compensation.

+ Build, update, and maintain financial plans using eMoney and other leading planning tools.

+ Research tax updates, market trends, and economic developments to inform client recommendations.

+ Support meeting preparation and collaborate with external professionals including CPAs and estate attorneys.

+ Monitor client financial situations and help implement planning and investment strategies.

Benefits & Perks

+ Annual profit sharing and a competitive 401(k) match.

+ Comprehensive medical and dental insurance.

+ Generous paid time off: 15 vacation days + 5 sick days + all NYSE holidays.

+ Strong long‑term growth potential with consistent year‑over‑year compensation increases.

Requirements

Ready to take the next step?

Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore whether this opportunity aligns with your long‑term career goals.

Key Qualifications

+ Experience: 4+ years in financial services; consulting experience is highly valued. Candidates with RIA or wealth management backgrounds—especially those involved in financial planning—are strongly encouraged to apply.

+ Credentials: Experience with eMoney or a CFP® designation is a strong advantage.

+ Mindset: Naturally curious, highly detail‑oriented, and committed to delivering exceptional work.

+ Professionalism: Client‑ready presence with strong relationship‑building skills.

+ Communication: Excellent verbal and written communication skills, essential for a highly client‑facing role.

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.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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) .