Well established investment advisory, wealth management, and retirement planning firm in Los Angeles is seeking a razor-sharp Senior Financial Planner. The firm strives to be a magnet for the top talent in wealth management by providing thoughtful mentoring, a supportive environment for growth and the freedom to pursue fresh new ideas on behalf of their clients. This mindset has allowed them to develop one of the sharpest, most dynamic advisory teams in Los Angeles. 

This role will represent innovative thinking, implement a business model that puts clients’ interests first, embrace alternative investments like real estate and private debt and provide leading-edge financial planning. 

>100% Remote currently. Partial-Remote post-pandemic< 

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

2. Research miscellaneous financial planning questions/topics

3. Undertake special projects (e.g., plan tracking, department metric analysis, etc.) on an as-needed basis

4. Operate as a resource to the firm on financial planning topics 

Requirements

• 5+ 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, MBA) 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 details