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
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.