Please reach out to ren via email at ren.friedman@roberthalf.com if you are interested in the below opening! We’re looking for a highly experienced Financial Planner with tax experience to join our team, helping clients simplify complexity, achieve their goals, and feel confident in their financial future. In this role, you’ll manage and deepen relationships with high-net-worth clients, deliver holistic wealth management strategies, and guide the next generation of advisors. You’ll work closely with other senior professionals to deliver innovative, solutions-driven planning and investment advice that makes a meaningful impact in clients’ lives. What You’ll Do:

• Join the ongoing management of existing client relationships, ensuring consistent, proactive communication.
• Oversee the preparation and delivery of financial plans, investment policy statements, and comprehensive wealth strategies.
• Collaborate with internal teams and external professionals (CPAs, attorneys, etc.) to address tax, estate, investment, and philanthropic planning needs.
• Ensure execution of all day-to-day client service, from portfolio reviews to account administration.
• Participate in business development initiatives and contribute to firm-wide strategic goals.
• Maintain a high standard of compliance, documentation, and fiduciary duty.

What We’re Looking For:

• Advanced credential required - CFP® AND CPA
• 3+ years in financial services, with at least 1 years advising clients directly.
• eMoney.
• Proven track record of building and maintaining trusted client relationships.
• Strong technical proficiency (Microsoft Office, CRM, portfolio management tools, and custodial platforms like Schwab or Fidelity a plus).
• Exceptional communication, organizational, and leadership skills.
• Committed to service excellence, continuous learning, and upholding the highest ethical standards.

Please reach out to ren via email at ren.friedman@roberthalf.com if you are interested!