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CFP - Wealth Planner

Tarbox Family Office
Newport Beach, California
Closing date
Jul 8, 2023

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

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
    • 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



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.

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