CFP - Wealth Planner

Location
Newport Beach, California
Salary
Competitive
Posted
May 06, 2021
Closes
Jun 03, 2021
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Who are we looking for?  A detail-oriented and experienced Financial Planner who:

  • Is excited to help own and drive the financial planning process
  • Can quickly develop an excellent rapport with clients
  • Aspires to become a lead relationship manager
  • Values outstanding oral and written communication skills
  • Enjoys researching complex financial planning topics and incorporating the findings into actionable client solutions

Key areas of responsibility:

Financial planning

  • Organize client information (trust documents, tax returns, insurance policies, etc.)
  • Develop personal balance sheets
  • Prepare sustainable spending analyses
  • Identify issues and planning opportunities for Senior Planner review

Client relationship management

  • Establish and cultivate strong relationships with clients by participating in client meetings with Senior Planners, assisting with follow-up emails and phone calls
  • Attend company client functions
  • Generate innovative ways to connect with clients

Managing workflow

  • Independently manage and monitor planning team workflow to ensure client commitments are met
  • Draft summary notes and emails following client meetings, clarifying objectives and outlining steps for implementation

Team Collaboration

  • Actively participate in internal strategy discussions for clients
  • Coordinate efforts with Operations and Investment teams to deliver an integrated client experience
  • Help to extend team’s knowledge of software, processes and workflows
  • Position perks:

    • Individual medical and dental insurance with generous company contributions
    • Employee long-term disability
    • 401(k) Profit Sharing Plan with generous employer contributions
    • Profit sharing bonuses
    • Paid certification and membership fees/dues
    • Attendance to one major conference annually
    • Collegial work environment

 

 

Required Qualifications:

 

 

  • Bachelor’s Degree
  • CFP® preferred or demonstrated progress toward acquiring the CFP®
  • 3-5 years of experience of client-facing financial planning experience, preferably in an RIA
  • Technical and analytical training and experience in financial planning
  • Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment
  • Ability to work without close supervision managing and prioritizing deliverables
  • Highly flexible and confidential with all matters
  • Proficient in Microsoft Office Suite and financial planning software
  • Experience with CRM software and performance reporting systems

 

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