Lead Advisor | Financial Planning Specialist
3 weeks ago
Financial Planning Specialist
Our client, an award winning wealth management and financial planning practice based in Manhattan Beach is hiring a Certified Financial Planner ® Professional. The experience and expertise level of the candidate may dictate the specific responsibilities and functions of the role.
Potential Key Responsibilities (but not limited to):
- To create comprehensive financial plans for new clients in addition to updating plans for existing clients. This includes both working collaboratively with private wealth advisors and other team members, in addition to having your own aligned thinking, to best construct a customized financial plan for a client.
- Interpret and input client data, understand time-lined goals and synchronize areas of planning into one plan. Plans may address:
· Investments
· Retirement Planning
· Retirement Income Distribution Planning
· Estate Planning Concepts
· Life insurance, Disability and Long Term Care insurance analysis
· Asset/Liability management and cash flow scenarios
· Tax implications
· Education Funding
· Major Purchase Planning
· Saving Strategies
· Business Planning
- Create and/or update investment proposals and insurance illustrations for clients. Ensure the advisors understand planning and investment updates prior to meetings.
- Ensure all client data is entered and tracked appropriately in CRM.
- Once proficient in the planning philosophy there may be an opportunity to educate clients directly on the analysis and recommendations.
Qualifications:
- Bachelor’s Degree
- Certified Financial Planner ® designation
- Operates with a caring and collaborative attitude
- Ability to be in office/on-site 3 days per week.
Compensation will be determined by experience and expertise:
Base Compensation $75,000 to $120,000
-
Financial Planning Specialist
2 weeks ago
Manhattan Beach, United States Lead Advisor Full timeFinancial Planning Specialist Our client, an award winning wealth management and financial planning practice based in Manhattan Beach is hiring a Certified Financial Planner Professional. The experience and expertise level of the candidate may dictate the specific responsibilities and functions of the role. Potential Key Responsibilities (but not limited...
-
Financial Planning Specialist
3 weeks ago
Manhattan Beach, United States Lead Advisor Full timeFinancial Planning SpecialistOur client, an award winning wealth management and financial planning practice based in Manhattan Beach is hiring a Certified Financial Planner ® Professional. The experience and expertise level of the candidate may dictate the specific responsibilities and functions of the role.Potential Key Responsibilities (but not limited...
-
Financial Planning Specialist
2 weeks ago
Manhattan Beach, United States Lead Advisor Full timeFinancial Planning SpecialistOur client, an award winning wealth management and financial planning practice based in Manhattan Beach is hiring a Certified Financial Planner ® Professional. The experience and expertise level of the candidate may dictate the specific responsibilities and functions of the role.Potential Key Responsibilities (but not limited...
-
Expert Financial Strategist
4 days ago
Manhattan Beach, California, United States Lead Advisor Full timeFinancial Planning SpecialistWe are seeking a Lead Advisor to collaborate with our award-winning wealth management and financial planning practice based in Manhattan Beach. As a Certified Financial Planner Professional, you will work closely with private wealth advisors and other team members to create comprehensive financial plans for new clients and update...
-
Personal Finance Specialist
4 days ago
Manhattan Beach, California, United States Lead Advisor Full timeRole DescriptionWe are a leading wealth management practice in Manhattan Beach looking for a skilled Financial Planning Specialist to join our team. As a key member of our team, you will work closely with our lead advisor and other team members to create comprehensive financial plans for new and existing clients.Main Responsibilities:Develop and update...
-
Talent Acquisition Specialist
22 hours ago
Manhattan, United States Lead Advisor Full timeLead Advisor is a wealth management consulting and search firm. This role is for a one of our clients, a financial planning firm in Midtown Manhattan, hiring for a recruiting/talent acquisition professional. Job Description:Our Talent Acquisition Team introduces high performing professionals to a career that will change the trajectory of their lives as well...
-
Talent Acquisition Specialist
20 hours ago
Manhattan, United States Lead Advisor Full timeLead Advisor is a wealth management consulting and search firm. This role is for a one of our clients, a financial planning firm in Midtown Manhattan, hiring for a recruiting/talent acquisition professional. Job Description:Our Talent Acquisition Team introduces high performing professionals to a career that will change the trajectory of their lives as well...
-
Financial Advisor
1 week ago
Manhattan, United States Equitable Advisors Full timeWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Wealth Management...
-
Financial Advisor
1 week ago
Manhattan, United States Equitable Advisors Full timeWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Wealth Management...
-
Financial Advisor
4 weeks ago
Wells Beach Station, United States KBW Financial Full timeTop Wealth Management firm has need for a Financial Advisor due to growth of the organization. This person should be an excellent communicator and be able to maintain and grow client relationships across the entire firm. No book of business needed. This role is 100% onsite. Responsibilities : Responsible for providing financial planning advice, finance...
-
Financial Advisor
8 months ago
Manhattan Beach, United States Northwestern Mutual Full timeFinancial Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around...
-
Financial Advisor
3 months ago
manhattan beach, United States Northwestern Mutual Full timeFinancial Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around...
-
Financial Advisor
3 months ago
Manhattan Beach, United States Northwestern Mutual Full timeFinancial Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around...
-
Financial Planning Specialist
4 days ago
new york city (manhattan beach), United States Northwestern Mutual Full timeAbout UsNorthwestern Mutual has been helping clients achieve their financial goals for nearly 170 years. Our commitment to comprehensive and innovative financial planning has earned us a reputation as a leader in the industry.Job DescriptionWe are seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will work closely with...
-
Senior Financial Advisor
4 months ago
daytona beach, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our TeamYou've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you...
-
Senior Financial Advisor
4 months ago
Daytona Beach, United States Prudential Financial Full timeWe are looking for Experienced Advisors to join our TeamYou've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you...
-
Financial Advisor
3 months ago
palm beach gardens, United States Evershore Financial Group Full timeARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...
-
Financial Advisor
4 months ago
palm beach gardens, United States Evershore Financial Group Full timeARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...
-
Financial Advisor
1 week ago
Manhattan, United States Equitable Advisors Full timeEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial...
-
Financial Advisor
1 week ago
Manhattan, United States Equitable Advisors Full timeEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial...