Financial Planning Professional

2 weeks ago


El Segundo, California, United States Talently Recruiting Full time
Job Title: Certified Financial Planner

Location: Remote Opportunity

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

Skills: Certified Financial Planner / CFP / Financial Planner / Wealth Planner

About Company / Opportunity:

We are a leading financial services firm seeking a seasoned CFP professional for a client-facing relationship management role. Our team serves the needs of high net worth and ultra-high net worth individuals and their families.

Responsibilities:

  • Primary or lead relationship manager for a subset of HNW and UHNW clients, managing the day-to-day advisory and estate planning needs
  • Delegating to colleagues and team members to ensure advisory and service needs are met while maintaining an elevated level of service
  • Be the conduit between leadership, client service teams, and clients to execute on advisory, estate planning, governance, organization, service, and ad-hoc client requests and projects
  • Interact with third-party portfolio managers and/or their teams on details of transactions, valuations, and investment financial statements
  • Draft and present client-facing and internal guidance memos related to client day-to-day investment transaction process and planning

Requirements:

  • CFP designation
  • 5+ years of experience in the financial planning industry & minimum 2 years in a financial planning role
  • Fiduciary mindset and focus-driven, with a strong sense of accountability, obligation, and dedication to client needs

Preferred Skills:

  • Familiarity with planning software such as eMoney
  • Prior experience working with sophisticated multi-generational clients
  • Entrepreneurial mindset


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