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Director of Financial Planning

4 months ago

Los Angeles, United States Miracle Mile Advisors Full time

A Unique Opportunity at Miracle Mile Advisors – an award-winning independent RIA with an amazing culture and national footprint. Miracle Mile Advisors is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals. Miracle Mile Advisors (“MMA”) is searching for qualified candidates to join our team as a

Director of Financial Planning

in our

Los Angeles , CA office. The Director of Financial Planning will work with advisors to create customized and comprehensive financial plans for our larger clients, preparing and conducting seminars for clients, assistance with ongoing education and training of advisors, and providing additional support to our Wealth Strategist and Proposal team. You will join a team of dynamic, collaborative, and client-focused professionals that are regularly recognized as one of the fastest-growing firms in California. Job Responsibilities Development of customized and comprehensive personal and business financial plans for our higher net worth clients. Review the work of other team members as needed to ensure quality of work presented to clients. Focusing in the area of (but not limited to) financial plans and content. Utilize financial planning software (eMoney) to generate financial plans and review them with Wealth Advisors. Generate specific action plans for clients relative to the specific recommendations made in their financial plan. Conduct financial planning seminars for the firm’s clients, COI’s, and wealth advisors. Continually assess existing technology tools the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients. Collaborate with cross-functional teams to ensure that financial planning strategies align with the overall business goals and objectives. Stay updated on the latest industry trends, regulatory changes, and best practices to ensure the firm’s financial planning services remain competitive and compliant. Mentor and train junior financial planners, fostering a culture of continuous learning and development within the team. Be our internal go-to resource for topics related to financial planning. CFP Designation required Knowledge of financial planning software such as eMoney preferred 7+ years experience in financial services or related fields (client-facing experience is a plus) Undergraduate degree required; preferably in business-related major Strong interest in financial planning and wealth management issues Good interpersonal skills with the ability to work well with others Ability to work independently Strong attention to detail and accuracy Ability to organize and present data Strong computer skills, especially in Excel and/or programming skills a plus Why Work at Miracle Mile Advisors? We are an advisor-built firm with incredibly talented people, an authentic culture, and a fast-growing business Our world-class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support, and much more We built our firm to put our clients’ best interests first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions In addition to being part of a fast-paced, entrepreneurial environment, Miracle Mile provides the following benefits: Competitive compensation structure 401(k) Plan Employer health savings account Medical & vision insurance Continuing education support Miracle Mile is passionate about our people. We invest a ton of time, energy, and resources in our people and they are genuinely excited to call Miracle Mile home

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