Description Ready to Take the Next Step? Let’s Connect. If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background. Lead Planner Client‑Centered | Relationship‑Driven | Impact‑Focused Join a values‑driven wealth advisory firm dedicated to simplifying complexity, earning trust, and delivering exceptional service with clarity and care. This role is ideal for an experienced advisor who thrives on meaningful client relationships, enjoys mentoring associate team members, and wants to contribute to a mission‑aligned, collaborative environment. What You’ll Do + Serve as the primary advisor for a dedicated portfolio of client relationships + Strengthen client trust through proactive communication, planning updates, and personalized guidance + Lead the development and review of planning materials, including balance sheets, strategic plans, cash‑flow analyses, estate and account maps, financial plans, and investment reports + Deliver comprehensive advice across investment management, tax and estate strategies, risk management, liabilities, family planning needs, and long‑term wealth strategies Who Thrives Here + Advisors who care deeply about client outcomes and lead with empathy + Professionals who value collaboration, accountability, and integrity + Leaders who enjoy mentoring and elevating team performance + Individuals committed to continuous learning, improvement, and personal growth Requirements Ready to Learn More? If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and discussing how this role supports your long‑term career goals. What You Bring + Bachelor’s degree in business, finance, accounting, economics, or a related discipline + Advanced credential required (CFP®, CFA, CPA, EA, JD, Master’s, or PhD) + 5–10+ years of experience in financial services, including 5+ years directly advising clients + Series 65 preferred 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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .