Managing Director of Wealth Planning

2 weeks ago

Irvine, United States FIRST FOUNDATION BANK Full time

Summary: This position is responsible for working closely with the firm’s clients and relationship managers, as well as other in-house and outside advisory professionals, to analyze a client’s current financial situation and develop sophisticated plans (comprehensive or modular) designed to address a client’s key concerns, implementation of those recommendations and spot issues and opportunities that might impact the realization of client’s goals. Salary Range: The salary range budgeted for this position is $200,000/yr to $250,000/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. The Company also offers various benefits, including medical, dental, vision, and 401K match. Other rewards may include annual performance-based bonuses and wellness days. Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Duties and Responsibilities: Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates. Understands and complies with requirements of all laws and regulations applicable to the position. Define the scope of the planning engagement. Gather qualitative and quantitative client data. Understand the client’s current financial situation, concerns, and goals. Develop recommendations for actions and services appropriate to the client’s situation. Implement and monitor plan recommendations. Analyze and interpret current client data and the probability of successfully meeting goals. Model alternative options for the success of the plan, if necessary. Spot potential problems and opportunities. Generate client presentation materials. Participate in meetings with prospective client(s) and possible travel with relationship managers to highlight services and value proposition of the planning group. Lead and participate in plan presentation meetings to effectively communicate results and recommendations to the client and relationship managers. Research specific issues relevant to clients or requested by relationship managers. Keep current on changes in trends and laws and communicate changes to colleagues and clients. Coach and support advisors in developing a financial planning process; serve as mentor to the Wealth Planning team. Perform other duties as assigned. Supervisory Responsibilities: This position does not have supervisory responsibilities. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: Bachelor’s Degree required and CFP certified. Minimum of 8 to 10 years of experience in a financial planning capacity. Additional background in tax, finance, estate, tax or business law, investment management, and/or insurance preferred. Familiar with the Financial Planning process (the 6 Steps of Financial Planning) and most basic concepts of investment, retirement, insurance, income tax, estate, and risk planning. Skills: Must be proficient with Microsoft Office Suite, PowerPoint, and Adobe Acrobat X Pro. CRM (or other contact management software), financial planning software (such as eMoney), preferred. Well-developed work ethic. Exceptional organizational and follow-up skills. Exceptional math, analytical, and research skills. Excellent verbal and written communication skills. Work effectively with a team or independently. Work efficiently with a heavy workflow, tight time constraints, varying personality types, and related pressures. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone wearing a headset for extended periods. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. #J-18808-Ljbffr

  • Managing Director of Wealth Planning

    2 months ago

    Irvine, United States First Foundation Bank Full time

    Job DescriptionJob DescriptionSummary: This position is responsible for working closely with the firm’s clients and relationship managers, as well as other in-house and outside advisory professionals, to analyze a client’s current financial situation and develop sophisticated plans (comprehensive or modular) designed to address a client’s key concerns,...

  • Managing Director of Wealth Planning

    4 weeks ago

    Irvine, United States First Foundation Bank Full time

    Summary: This position is responsible for working closely with the firm's clients and relationship managers, as well as other in-house and outside advisory professionals, to analyze a client's current financial situation and develop sophisticated plans (comprehensive or modular) designed to address a client's key concerns, implementation of those...

  • Executive Director of Wealth Management

    2 days ago

    Irvine, California, United States First Foundation Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Managing Director to join our team at First Foundation Bank. As a key member of our leadership team, you will be responsible for driving business growth and developing strategic relationships with high-net-worth clients.Key ResponsibilitiesDevelop and execute business plans to achieve revenue growth...

  • Executive Director, Client Services

    2 weeks ago

    Irvine, California, United States EP Wealth Advisors Full time

    About the RoleWe are seeking a highly skilled and experienced Vice President to join our team at EP Wealth Advisors. As a key member of our leadership team, you will be responsible for providing comprehensive services to our clients and reinforcing management functions of the Senior VP and Regional Director.Key ResponsibilitiesService a designated number of...

  • Wealth Advisor

    2 months ago

    Irvine, United States First Foundation Bank Full time

    Job DescriptionJob DescriptionSummary: The Wealth Advisor will be responsible for working with one or more Managing Directors to support business development initiatives manage the client’s portfolio, maintain periodic contact with existing clients to help build and further the client relationship, and act as a liaison between the client and the rest of...

  • Wealth Management Professional

    2 weeks ago

    Irvine, California, United States Zions Bancorporation Full time

    Job DescriptionWealth AdvisorZions Bancorporation is seeking a dedicated Wealth Advisor to join our team of banking professionals in the Irvine/South California marketplace.About the RoleAs a Wealth Advisor, you will be responsible for building wealth management relationships through actively cultivating and nurturing robust relationships with each member of...

  • Chief Wealth Strategist

    5 days ago

    Irvine, California, United States First Foundation Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Managing Director to join our team at First Foundation Bank. As a key member of our wealth management team, you will be responsible for developing and executing strategies to drive business growth and deliver exceptional client experiences.Key ResponsibilitiesDevelop and implement sales strategies to...

  • Wealth Management Specialist

    3 weeks ago

    Irvine, California, United States Zions Bancorporation Full time

    About the Role:We are seeking a dedicated Wealth Advisor to join our team of banking professionals at Zions Bancorporation. As a key member of our Wealth Management Team, you will be responsible for providing expert financial guidance and portfolio management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans...

  • Wealth Management Analyst

    4 weeks ago

    Irvine, California, United States DJM Financial | Northwestern Mutual Private Client Group Full time

    Company Overview:DJM Financial is a leading firm in wealth management located in Orange County. Our foundational values encompass integrity, respect, collaboration, excellence, trust, and enjoyment. We are dedicated to fostering a distinctive and outstanding workplace at DJM Financial.Job Title:Private Wealth AnalystRole Overview:The Private Wealth Analyst...

  • Wealth Management Professional

    5 days ago

    Irvine, California, United States Charles Schwab Full time

    Unlock Your Potential as a Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you'll join a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and...

  • Wealth Management Specialist

    2 weeks ago

    Irvine, California, United States BankTalent HQ Full time

    Job DescriptionJob Title: Wealth AdvisorJob Summary:We are seeking a highly skilled and experienced Wealth Advisor to join our team at BankTalent HQ. As a Wealth Advisor, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized investment strategies, and delivering exceptional client...

  • Wealth Management Paraplanner

    4 weeks ago

    Irvine, California, United States Transcend Practice Management Full time

    Wealth Management Paraplanner Job OverviewTranscend Practice Management is on the lookout for a skilled Wealth Management Paraplanner to enhance our dedicated team. This role comes with an attractive salary range of $100,000 to $115,000 annually.Key Responsibilities:- Collaborate closely with our financial advisors to deliver exceptional client service.-...

  • Wealth Relationship Manager

    3 days ago

    Irvine, United States HSBC Full time

    Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world –...

  • Wealth Management Paraplanner

    4 weeks ago

    Irvine, California, United States Transcend Practice Management Full time

    Job OverviewAs a Wealth Management Paraplanner, you will play a crucial role in supporting our financial advisory team. This position involves collaborating closely with advisors to enhance client experiences and ensure meticulous attention to detail in financial planning processes.Key ResponsibilitiesProvide essential technical assistance to advisors in the...

  • Wealth Advisor

    5 months ago

    Irvine, United States Zions Bancorporation Full time

    In search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/ South California marketplace. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: R Wealth Advisor, Wealth, Financial Planning, Advisor, Client Relations, Portfolio Manager

  • Financial Planning Specialist

    3 days ago

    Irvine, California, United States MST Financial Wealth Management and Insurance Services Full time

    Financial Planner RoleWe are a successful, fast-paced Financial Services Wealth Management firm seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with our Private Wealth Advisors to deliver financial security to high net worth clients through a comprehensive planning process.Key Responsibilities:Compile...

  • Strategic Wealth Planning Director

    2 weeks ago

    Irvine, California, United States FIRST FOUNDATION BANK Full time

    Job SummaryThis role is responsible for collaborating with clients, relationship managers, and other professionals to analyze financial situations and develop comprehensive plans addressing key concerns. The ideal candidate will have a strong background in financial planning, tax, finance, and estate law, with excellent communication and analytical...

  • Private Wealth Advisor

    11 hours ago

    Irvine, California, United States DJM Financial | Northwestern Mutual Private Client Group Full time

    About DJM Financial | Northwestern Mutual Private Client GroupWe are a prominent wealth management firm based in Orange County, dedicated to creating a unique and exceptional work environment.Job Title: Private Wealth AnalystThe Private Wealth Analyst position involves client relationship management, financial planning analysis, and collaboration with...

  • Investment and Wealth Management Program Coordinator

    4 weeks ago

    Irvine, California, United States University of California, Irvine Full time

    Overview:Established in 1965, the University of California, Irvine (UCI) is recognized as a leading institution among the top public universities in the United States. UCI is known for its academic excellence, innovative research, and vibrant campus life. The Center for Investment and Wealth Management (CIWM) plays a pivotal role in addressing the intricate...

  • Wealth Management Specialist

    3 weeks ago

    Irvine, California, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity TalentSource LLC is seeking a highly skilled Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Develop and implement customized financial plans for clients using a wide range of products and services.Utilize...