Description A values-driven boutique financial advisory firm is seeking an experienced and client-focused Planner to join its growing team. This role is ideal for a experienced advisor who thrives in a collaborative, service-oriented environment and is passionate about making a meaningful impact in clients’ lives. The firm is built on a foundation of trust, simplicity, and excellence. Advisors work closely with clients to deliver holistic financial planning, investment management, and strategic guidance tailored to each individual’s goals and values. Role Overview The Wealth Architect is responsible for managing and deepening relationships with existing clients, delivering comprehensive financial advice, and mentoring team members. This role collaborates with senior advisors, technical specialists, and external professionals to craft and execute personalized wealth strategies. Key Responsibilities + Lead client relationship management, including financial planning, investment strategy, and estate coordination. + Prepare and review financial documents such as balance sheets, strategic plans, cash flow analyses, and portfolio reports. + Deliver objective, customized advice across investment, tax, estate, philanthropic, and liability planning. + Collaborate with internal teams and external advisors (CPAs, attorneys) to ensure seamless execution of client strategies. + Oversee client meetings, follow-ups, and service updates. + Supervise and mentor Associate Wealth Architects, supporting their professional development. + Maintain accurate client records and ensure compliance with fiduciary standards. + Participate in strategic initiatives across planning, investments, and business development. Why Join Us + Be part of a mission-driven team that values trust, simplicity, and service excellence. + Work in a supportive culture that prioritizes well-being and professional development. + Make a real impact in clients’ lives through thoughtful, personalized financial guidance. 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 + Bachelor’s degree in business, finance, economics, or related field. + Advanced degree or professional designation required (e.g., CFP®, CFA, CPA, JD, EA, Master’s, PhD). + 5–10+ years of experience in financial services, with 5+ years advising clients directly. + Series 65 license preferred. + Proficiency in Microsoft Office; experience with CRM, portfolio management, and custodial platforms (e.g., Schwab, Fidelity) is a plus. Ideal Candidate Traits + High integrity, professional initiative, and a client-first mindset. + Strong interpersonal and communication skills. + Detail-oriented, organized, and committed to accuracy. + Collaborative team player with leadership capabilities. + Passionate about continuous learning and personal growth. + Comfortable in an entrepreneurial, small-firm environment. Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (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) .