This job has expired

Financial Planner

Churchill Management Group
Southern California
$85K - $125K per year
Closing date
Aug 26, 2022

View more

Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
You need to sign in or create an account to save a job.

Job Details

Churchill Management Group

Churchill Management Group is a Registered Investment Advisor with the Securities and Exchange Commission and an approved member of the Investment Counsel Association of America.

The Company was founded in 1963 and has provided superior professional investment advisory services to a select clientele for over 50 years. With over 100+ employees, we manage $7+ Billion for individuals, trusts, retirement accounts, endowments and foundations. Churchill is also an acknowledged fiduciary under the Employee Retirement Income Security Act (ERISA).

Job Summary:

Financial Planners work with individuals to meet short- and long-term financial goals. They understand complex financial and other related documents. Financial planners also have a good command of investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning.

Job Description:

Candidate must demonstrate an ability to both multi-task and remain organized in all facets of this position. Some primary tasks include interviewing clients, analyzing financial information, recommending financial plans, monitoring outcomes, recording detailed meeting notes, follow up regarding meetings and responding to client and VP team inquiries. Candidate must have outstanding analytical skills, a desire to work with people, excellent communication and strong interpersonal skills. Candidate must be able to create business development opportunities through plan deliveries and maintain a commitment to excellent results.

Candidate must be competent in all areas of planning including investments, education funding, debt management, income tax, charitable giving, cash flow, retirement, insurance, and estate planning. Candidate must be able to perform investment management planning tasks such as loss gain report analysis, tax loss harvesting analysis, and assist with tax planning including tax planning on appreciated gifts and stock option planning.

Desired Qualifications/Characteristics:

  • Professional and courteous demeanor
  • Excellent organization and time management skills
  • Excellent follow-through and attention to detail
  • Ability to work both independently and as part of a collaborative team
  • Excellent verbal and written communication skills
  • Ability to handle multiple assignments in a fast-paced environment
  • Demonstrates computer literacy and competency in utilizing software applications
  • Proficient in using Planning software (eg. NaviPlan, Money Guide Pro)


Required Qualifications:

  • Series 65
  • CFP Credential


  • A minimum of 2 years’ experience delivering Financial Plans to prospects/clients

Job Location: Southern California  (Telecommute and Remote options may be available)

Job Type: Full-time

Salary: Commensurate with experience.  Range is $85K - $125K per year.

*The employer will consider for employment qualified applicants with Criminal Histories in a manner consistent with the Los Angeles Fair Chance Initiative for Hiring.


Here at Churchill Management Group it is not just about our Multi-Strategy Investment style or even our Financial Planning. It is about our Clients and their individual goals and objectives. We pride ourselves on building relationships with our Clients and providing them with a dedicated service team making sure we have consistent communication so that we might best understand their unique risk profiles.We have been entrusted by Clients since 1963 with something more valuable than their investable assets, we have been entrusted with their futures. We use disciplined investment philosophies which focus on investing from both a top down and bottom up perspective. We utilize a holistic approach where the big picture is taken into account. This allows for the effective management of our Clients’ wealth based on their unique goals.We are highly client focused. This means we invest the time necessary to understand you and your specific needs. Through this strategy, we provide the appropriate specialized education and advice that you need for exceptional decision-making.
Find Us
23 Glittering Drive
Aliso Viejo
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert