100% Remote - Associate Financial Planner

Description Interested? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario u2014 Iu2019d love to connect Associate Financial Planner About the Role: 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. Key Responsibilities: + Prepare and analyze financial plans covering retirement, estate planning, education funding, stock options, and risk management. + Utilize financial planning software (e.g., eMoney) to model scenarios and develop client strategies. + Research tax laws, economic trends, and investment options to inform recommendations. + Assist in client meeting preparation, including agendas, reports, and coordination with external professionals. + Monitor client portfolios and financial situations with precision and accuracy. Compensation & Benefits: + Competitive salary with bonus and profit-sharing potential. + 401(k) match, medical/dental benefits, and paid vacation. + Significant growth opportunities and professional development support. Requirements Want to know more? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario u2014 letu2019s explore how this opportunity could be the right fit for your next career move. Qualifications: + Bacheloru2019s degree required + CFPu00ae certification required + 5+ years of professional experience, including 3+ years in financial planning (RIA experience preferred). + Familiarity with financial planning platforms (e.g., eMoney) and strong Excel skills. + Exceptional attention to detail, problem-solving ability, and organizational skills. Robert Half is the worldu2019s 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 ( and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-11-10