<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><strong>About the Role</strong></p><p>Join a boutique wealth management team serving high‑net‑worth and ultra‑high‑net‑worth families. As a <strong>Financial Planner</strong>, you’ll work closely 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, meaningful client impact, 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 equity compensation.</li><li>Build and maintain financial plans using eMoney and other industry‑leading planning tools.</li><li>Research tax changes, market trends, and economic developments to support client recommendations.</li><li>Assist with pre‑meeting preparation and coordinate with external professionals such as CPAs and attorneys.</li><li>Monitor client financial situations and assist in implementing planning and investment recommendations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and a competitive 401(k) match.</li><li>Comprehensive medical and dental insurance coverage.</li><li>Generous time off: <strong>15 vacation days + 5 sick days + all NYSE holidays.</strong></li><li>Strong growth potential with consistent year‑over‑year compensation increases.</li></ul>

<p><strong>Ready to take the next step?</strong></p><p>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 long‑term 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; consulting experience is highly valued. Candidates with RIA or wealth management backgrounds—particularly those involved in financial planning—are strongly encouraged to apply.</li><li><strong>Credentials:</strong> Experience with eMoney or a CFP® designation is a significant plus.</li><li><strong>Mindset:</strong> Intellectually curious, detail‑oriented, and committed to delivering exceptional work.</li><li><strong>Professionalism:</strong> A client‑ready presence with strong relationship‑building skills.</li><li><strong>Communication:</strong> Outstanding verbal and written communication skills, essential for a highly client-facing role.</li></ul>

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