Senior Financial Planner

4 weeks ago


El Segundo, California, United States Talently Recruiting Full time

Job Title: Senior Financial Planner

Location: Remote

Salary: $100K-$150K + bonus, benefits, and path to equity

Skills: Financial Planning, Wealth Management, Estate Planning, Investment Management

About Company: Our firm is a leading provider of financial planning and wealth management services to high net worth individuals and families.

Responsibilities:

  • Manage a portfolio of high net worth clients, providing financial planning and investment advice
  • Develop and implement comprehensive financial plans, including investment strategies and estate planning
  • Collaborate with internal teams to ensure seamless delivery of services to clients
  • Stay up-to-date on industry trends and developments, applying knowledge to enhance client outcomes

Requirements:

  • CFP designation
  • 5+ years of experience in financial planning and wealth management
  • Strong analytical and communication skills

Preferred Skills:

  • Familiarity with financial planning software
  • Experience working with high net worth clients
  • Entrepreneurial mindset


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