<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Wealth Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Wealth Manager</strong> to join a boutique investment advisory firm dedicated to delivering exceptional service and holistic financial planning. This role is ideal for advisors with 5+ years of experience who want to deepen client relationships, provide comprehensive planning, and contribute to firm growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a trusted advisor for high-net-worth clients, delivering tailored financial planning and investment strategies.</li><li>Manage and grow a book of business through firm referrals and personal efforts.</li><li>Develop and execute plans covering retirement, tax, estate, and risk management.</li><li>Support business development initiatives and participate in community engagement.</li><li>Ensure compliance with regulatory standards and maintain accurate client records.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with performance-based incentives.</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Leadership and professional growth opportunities.</li></ul>

<p><strong>Want to know more? </strong>Apply today and send your resume via LinkedIn to<strong> JC del Rosario</strong> — let’s explore how this opportunity could be the right fit for your next career move.</p><p><br></p><p><strong>What We’re Looking For</strong></p><ul><li>Bachelor’s degree in Finance, Business, or related field.</li><li><strong>Minimum 5 years of experience in financial planning or wealth management.</strong></li><li><strong>CFP® designation required.</strong></li><li>Strong knowledge of financial planning and investment strategies.</li><li>Excellent communication skills and a collaborative mindset.</li></ul><p><br></p>

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