CFP - Wealth Planner

Tarbox Family Office
Newport Beach, California
Closing date
Dec 21, 2022

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

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
    • 401(k) Profit Sharing Plan with generous employer contributions
    • Profit sharing bonuses
    • Paid certification and membership fees/dues
    • Attendance to at least 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



Our nationally recognized multi-family office is uniquely positioned, with 100+ family clients and over $600 million under management, to provide customized financial planning and individualized investment management services. The firm utilizes a true team approach with every client to provide comprehensive wealth and investment management services, and maintains a client-to-staff ratio of approximately 14 to 1. In addition to advising on all client assets, the firm has a dedicated investment team managing client portfolios in-house, with a minimum requirement of $10 million in net worth for new clients. Today we are recognized as one of the top wealth management firms in the country.

Find Us
500 Newport Center Drive
Newport Beach
United States

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