<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Financial Planner</strong></p><p><br></p><p><strong>About the Role</strong></p><p>Join a boutique wealth management team serving high-net-worth and ultra-high-net-worth families. As an <strong>Financial Planner</strong>, you’ll work directly with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, and client strategy. This role offers a clear career path and significant long-term growth potential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare detailed analyses for retirement planning, estate strategies, education funding, and stock option management.</li><li>Build and maintain financial plans using <strong>eMoney</strong> and other planning tools.</li><li>Research tax and economic developments to inform client strategies.</li><li>Support pre-meeting preparation and collaborate with external professionals.</li><li>Monitor client financial situations and assist with implementation of recommendations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and <strong>401(k) match</strong>.</li><li>Comprehensive <strong>medical and dental coverage</strong>.</li><li>Generous time off: <strong>15 vacation days + 5 sick days + NYSE holidays</strong>.</li><li>Significant growth potential with <strong>year-over-year raises</strong>.</li></ul>

<p><strong>Ready to take the next step?</strong> Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — let’s connect and explore whether this opportunity aligns with your career goals.</p><p><br></p><p><strong>Key Qualifications</strong></p><ul><li><strong>Experience:</strong> 4+ years of professional experience in financial services, ideally with a consulting background.</li><li>Open to candidates with wealth management experience, including financial planning for RIAs.</li><li><strong>Credentials:</strong> Familiarity with <strong>eMoney</strong> or a <strong>CFP® designation</strong> is a strong plus.</li><li><strong>Mindset:</strong> Intellectually curious, detail-oriented, and passionate about delivering excellence.</li><li><strong>Professionalism:</strong> client-ready presence with strong interpersonal skills.</li><li><strong>Communication:</strong> Exceptional verbal and written communication skills for a highly client-facing role.</li></ul>

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