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Financial Planner

Employer
Westmount Asset Management
Location
Los Angeles, California
Salary
Highly competitive salary + bonus, numerous benefits
Closing date
May 9, 2021

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

About Westmount
Since we established Westmount in 1990, our vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing leading-edge financial planning. There’s something else: our people. Westmount 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 our clients. That mindset has allowed us to assemble one of the sharpest, most dynamic investment advisory and financial planning teams in Los Angeles.


Responsibilities
1. Work with Director of Financial Planning and Advisors to deliver comprehensive financial planning to clients and prospects
• Assist in gathering data, organizing client information
• Construct financial plans by entering data into eMoney
• Updating existing financial plans
• Deliver financial plans to clients/participate in meetings

2. Research miscellaneous financial planning questions/topics

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


Requirements
• 2-5 years of experience in comprehensive financial planning
• Experience with eMoney preferred
• Bachelor’s degree (prefer accounting, finance or related field)
• CFP designation preferred (or expected to obtain within 2 years of hire)
• Client-facing experience with high-net-worth clients
• Strong organizational skills including the ability to handle multiple tasks and shifting priorities
• Demonstrated strong presentation, analytical skills and attention to detail

Interested candidates should send their resume to careers@westmount.com.

Company

From the beginning, Westmount was independent and objective. We were among the first to adopt the fiduciary advisor model that eliminated commissions — and conflicts of interest. We innovated in many other areas that are becoming industry standards: delivering institutional-style investing for individuals; opening up access to real estate and other alternative investments; providing sophisticated financial planning; and, investing for positive social and environmental change. Our proudest accomplishment is the tight-knit collective of talents we’ve brought together for our clients. Our team includes specialists in investment research, financial planning and client service, blending seasoned wisdom with fresh perspectives. Many of our long-time clients have retired and put into effect the plans we’ve developed together. This experience is hugely gratifying, for them and for us. We’re also helping new generations of clients plan their futures with genuine confidence and enthusiasm. This is what Westmount is all about.

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