<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Associate Financial Planner</strong></p><p><br></p><p><strong>About the Role:</strong></p><p> We are seeking a detail-oriented and analytical Associate Financial Planner to support a senior advisor in delivering comprehensive, data-driven financial planning for high-net-worth clients. This is an excellent opportunity to build a long-term career in wealth management, gain hands-on experience, and progress toward advanced certifications.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze financial plans covering retirement, estate planning, education funding, stock options, and risk management.</li><li>Utilize financial planning software (e.g., eMoney) to model scenarios and develop client strategies.</li><li>Research tax laws, economic trends, and investment options to inform recommendations.</li><li>Assist in client meeting preparation, including agendas, reports, and coordination with external professionals.</li><li>Monitor client portfolios and financial situations with precision and accuracy.</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive salary with bonus and profit-sharing potential.</li><li>401(k) match, medical/dental benefits, and paid vacation.</li><li>Significant growth opportunities and professional development support.</li></ul>

<p><strong>Want to know more? </strong>Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (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>Qualifications:</strong></p><ul><li><strong>Bachelor’s degree required</strong></li><li><strong>CFP® certification required</strong></li><li>5+ years of professional experience, including 3+ years in financial planning (RIA experience preferred).</li><li>Familiarity with financial planning platforms (e.g., eMoney) and strong Excel skills<strong>.</strong></li><li>Exceptional attention to detail, problem-solving ability, and organizational skills.</li></ul>

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