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Financial Planner
2 months ago
Los Angeles, United States Kayne Anderson Rudnick Full timeKayne Anderson Rudnick Investment Management, a Registered Investment Advisor is currently seeking a financial planner to be based in our Los Angeles office.The successful candidate will work primarily with the firm’s Senior Financial Planner and secondarily to the firms Wealth Advisors to help design personalized financial plans, estate reviews and tax...
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Financial Planner
3 months ago
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Media Planner
1 month ago
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Media Planner
1 week ago
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Work Control Planner 1 #2766
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Financial Planner
1 day ago
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Employment Benefits Analyst
5 days ago
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Project Controls Sr Analyst.
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Project Controls Sr Analyst.
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Wealth Management Team Leader
5 days ago
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Financial Services Manager
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Retirement Planner
2 months ago
Job Description: Retirement Planner
Position Overview: We are seeking a knowledgeable and client-focused Retirement Planner to join our financial advisory team. This role will be responsible for providing personalized retirement planning advice and solutions to clients, helping them achieve their retirement goals and financial security. The ideal candidate will have expertise in retirement income strategies, investment planning, and comprehensive financial planning.
Roles and Responsibilities:
Client Consultation and Needs Analysis:
- Conduct in-depth consultations with clients to understand their retirement goals, financial objectives, risk tolerance, and investment preferences.
- Perform comprehensive financial needs analysis, including assessing income sources, expenses, assets, liabilities, and retirement readiness.
- Customize retirement plans and strategies tailored to individual client needs, preferences, and life stages.
Retirement Income Planning:
- Develop and implement retirement income strategies, including asset allocation, withdrawal strategies, and tax-efficient distribution planning.
- Evaluate retirement accounts (e.g., 401(k), IRA), pension benefits, Social Security benefits, and other sources of retirement income.
- Provide guidance on optimizing retirement savings, investment allocations, and risk management to maximize income during retirement years.
Investment Management and Asset Allocation:
- Recommend investment portfolios and asset allocation strategies aligned with clients' risk profiles, time horizons, and retirement goals.
- Monitor investment performance, rebalance portfolios, and adjust asset allocations based on market conditions, client objectives, and risk tolerance.
- Utilize financial modeling and retirement calculators to illustrate potential outcomes and scenarios for clients' retirement plans.
Financial Planning and Goal Setting:
- Develop comprehensive financial plans encompassing retirement planning, estate planning, tax planning, insurance analysis, and wealth preservation strategies.
- Set measurable financial goals, milestones, and benchmarks to track progress towards clients' retirement objectives.
- Provide ongoing financial education, guidance, and support to clients to empower them in making informed financial decisions.
Client Relationship Management:
- Build and maintain strong client relationships through regular communication, reviews, and proactive financial advice.
- Address client inquiries, concerns, and financial planning needs promptly and professionally.
- Act as a trusted advisor, offering personalized recommendations and strategies to help clients navigate life transitions, market fluctuations, and economic changes.
Compensation: Compensation for a Retirement Planner typically includes a base salary ranging from $60,000 to $100,000 per year, depending on experience, qualifications, and the size of the organization. Additional compensation may include performance-based bonuses, commissions, health insurance, retirement plans, and professional development opportunities.
Skills Required:
- Financial Planning Expertise: Comprehensive knowledge of retirement planning principles, investment strategies, and financial products.
- Client Relationship Management: Strong interpersonal skills to build rapport, trust, and long-term relationships with clients.
- Analytical Skills: Ability to analyze financial data, perform calculations, and develop personalized retirement plans.
- Communication: Excellent verbal and written communication skills to explain complex financial concepts and strategies in an understandable manner.
- Ethical Standards: Adherence to ethical standards, fiduciary responsibilities, and regulatory requirements in financial advising.
- Problem-Solving: Critical thinking and problem-solving skills to address client concerns, adapt strategies, and achieve financial goals.
- Software Proficiency: Familiarity with financial planning software, retirement calculators, and CRM systems.
Education and Experience:
- Bachelor's or Master's degree in Finance, Business Administration, Economics, or a related field. A Certified Financial Planner (CFP) certification is highly preferred.
- 3+ years of experience in retirement planning, financial advising, wealth management, or a related role within the financial services industry.
