Managing Director of Wealth Planning
2 weeks ago
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
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
- 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.
-
Managing Director of Wealth Planning
4 weeks ago
Irvine, United States First Foundation Full timeThis 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 (compr Director, Wealth, Financial Planning, Relationship Manager, Planning, Support Advisor, Banking
-
Managing Director of Wealth Planning
4 weeks ago
Irvine, United States First Foundation Bank Full timeJob 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,...
-
Wealth Advisor
2 months ago
Irvine, United States First Foundation Bank Full timeJob 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 Specialist
22 hours ago
Irvine, California, United States Zions Bancorporation Full timeAbout 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
2 weeks ago
Irvine, California, United States DJM Financial | Northwestern Mutual Private Client Group Full timeCompany 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 Paraplanner
2 weeks ago
Irvine, California, United States Transcend Practice Management Full timeWealth 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 Management Paraplanner
2 weeks ago
Irvine, California, United States Transcend Practice Management Full timeJob 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
4 months ago
Irvine, United States Zions Bancorporation Full timeIn 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
-
Irvine, California, United States University of California, Irvine Full timeOverview: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
5 days ago
Irvine, California, United States Fidelity TalentSource LLC Full timeJob 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...
-
Managing Director
3 months ago
Irvine, United States First Foundation Bank Full timeJob DescriptionJob DescriptionSummary: This position is responsible for selling First Foundation Wealth Management's investment services to a high-net-worth clientele by networking through direct prospecting, cultivating external referral sources, and networking with key influencers. Salary Range: The salary range budgeted for this position is...
-
Senior Private Wealth Consultant
2 weeks ago
Irvine, California, United States U.S. Bancorp Full timePosition OverviewAt U.S. Bancorp, we are dedicated to fostering strong relationships with our clients and the communities we serve. As a leading financial institution, we pride ourselves on our reputation for excellence and innovation in the wealth management sector.Key ResponsibilitiesProvide tailored financial advice and investment strategies to...
-
PWM Private Wealth Advisor
4 weeks ago
Irvine, United States U.S. Bancorp Full timeWe're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, were one of the country's most respected, innovative, and successful financial institutions, and have consistently been Wealth Advisor, Wealth, Private, Advisor, Client Relations, Management
-
Client Manager, Wealth Services
1 month ago
Irvine, United States The Ladders Full timeUnique solutions come from a special team. We don't arrive at more personalized, comprehensive, and thoughtful solutions by accident-they're a product of our culture. The best way to better. The ingenuity of our process and depth of our partnerships is what turns our strategies from plans into results. We're committed to our local communities. Wherever you...
-
Wealth Relationship Officer
1 month ago
Irvine, United States HSBC Full timeDescription 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...
-
Private Wealth Analyst
3 months ago
Irvine, United States DJM Financial | Northwestern Mutual Private Client Group Full timeDJM Financial is a premier wealth management firm in Orange County with a mission to serve clients as their partner in life’s planning. We value integrity, respect, collaboration, excellence, trust, and fun and enjoy the journey of creating the special firm that is DJM Financial.Role OverviewA Private Wealth Analyst is a client relationship management and...
-
Client Manager, Wealth Services
2 months ago
Irvine, United States Baldwin Risk Partners Full timeUnique solutions come from a special team. We don't arrive at more personalized, comprehensive, and thoughtful solutions by accident-they're a product of our culture. The best way to better. The ingenuity of our process and depth of our partnerships is what turns our strategies from plans into results. We're committed to our local communities. Wherever you...
-
Director, Central Planning, Supply Chain
2 months ago
Irvine, California, United States Skyworks Full timeIf you are looking for a challenging and exciting career in the world of technology, then look no further. Skyworks is an innovator of high-performance analog semiconductors whose solutions are powering the wireless networking revolution. Through our broad technology expertise and one of the most extensive product portfolios in the industry, we are...
-
Director, Central Planning, Supply Chain
2 months ago
Irvine, United States Skyworks Full timeIf you are looking for a challenging and exciting career in the world of technology, then look no further. Skyworks is an innovator of high-performance analog semiconductors whose solutions are powering the wireless networking revolution. Through our broad technology expertise and one of the most extensive product portfolios in the industry, we are...
-
Principal - Land Use Entitlement and Urban Planning
3 months ago
Irvine, United States T&B Planning Inc Full timeJob DescriptionJob DescriptionDescription:The Principal of Land Use Entitlement and Urban Planning will serve an important role as a team leader, strategist, and coordinator responsible for guiding clients and development projects through the planning and land entitlement process. The position is ideal for a candidate with at least 12 years of land use...