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Sr. Financial Planner (CFP) - RIA Wealth Management

BGSS

Sr. Financial Planner (CFP) - RIA Wealth Management

Los Angeles, CA
Full Time
Paid
  • Responsibilities

    Job Description

    A West Los Angeles-based investment advisory firm is seeking an experienced Financial Planner with ADVANCED PLANNING experience to be a subject matter expert on complex and sophisticated private wealth planning and work closely with new and existing clients to deliver comprehensive financial planning services. Clients include high-net-worth individuals and families, pension plans and non-profits. With over $3.5 billion in assets under management, they are one of the oldest and largest independent RIA firms in Los Angeles.

    INDIVIDUALS WITH THEIR CFP (CERTIFIED FINANCIAL PLANNER) in WEALTH MANAGEMENT ARE HIGHLY PREFERRED. EXPERIENCE WITH AN RIA OR FINANCIAL SERVICES/ACCOUNTANT INDUSTRY IS A PLUS.

    Looking for a SUBJECT MATTER EXPERT for sophisticated wealth planning involving additional areas of stock options, GRAT, IDGT's, selling a business, succession planning and providing content for white papers. Mentor to junior planners. MUST HAVE EXPERT LEVEL KNOWLEDGE IN EITHER TAX, ESTATE OR INSURANCE for which to continue to expand to the other areas and attain more certifications and education. Career Path to Director level.

    Responsibilities

    1. Work with Senior Advisors of the firm to deliver comprehensive financial planning to clients and prospects. The day-to-day includes:
    • Gathering data and organizing client information;
    • Constructing financial plans by entering data into eMoney;
    • Updating existing financial plans;
    • Delivering financial plans to clients;
    • Mentoring Associates of the firm on the financial planning process and topics.
    1. Research miscellaneous financial planning questions/topics.
    2. Undertake special projects (e.g., plan tracking, department metric analysis, etc.) on an as-needed basis.
    3. Operate as a resource to the firm on financial planning topics. Requirements
    • Minimum of five years of experience in comprehensive financial planning.
    • Broad knowledge of all aspects of financial planning, including tax, estate planning, insurance, etc.
    • Experience with eMoney preferred.
    • Bachelor’s degree, preferably in accounting, finance or a related field.
    • CFP designation required. Other certifications (CPA, JD) desirable.
    • Client-facing experience with high net worth clients.
    • Strong organizational skills including the ability to handle multiple tasks and shifting priorities.
    • Demonstrated strong presentation and communication abilities, analytical skills and attention to detail.

    COMPETITIVE SALARY DOE, PLUS BONUS AND FULL COMPREHENSIVE BENEFIT PACKAGE INCLUDED.

    Position is remote during COVID19, but once it is safe for normal business hours to resume inside, this position will be located at their offices in Century City.

     

    Company Description

    We are a successful recruiting firm hired by our client to identify top talent throughout LA.