Certified Financial Planning Consultant
6 days ago
Financial Advisor Role Summary
We are seeking a highly motivated and experienced Certified Financial Planning Consultant to join our team in Century City. This role involves supporting existing client relationships, guiding referrals, and expanding our reach through financial planning and coaching.
About Our Client
Our client is a leading wealth management firm with a unique, client-focused approach. We deliver comprehensive financial solutions that extend beyond portfolio management, empowering individuals and businesses to achieve their financial goals.
Key Responsibilities:
- Client Relationship Management: Collaborate with existing clients to build trust and deepen relationships, focusing on their referrals to expand your network.
- Financial Coaching and Planning: Provide financial coaching and planning to individuals who may not yet be ready to invest, offering actionable guidance to set them on the path to financial success.
- 401(k) Client Management: Oversee and grow relationships with 401(k) clients, delivering exceptional service and strategic advice.
- Holistic Financial Planning: Leverage our extensive resources, including CPA and business management expertise, to deliver holistic financial planning solutions.
- Compliance and Ethics: Uphold the firm's impeccable compliance and ethical standards.
Why Choose Us?
We offer a competitive salary range of $100,000 - $150,000, plus commission and an annual bonus. Additionally, you will enjoy world-class medical and pension benefits, including FSA, HSA, dental, and vision. You will also have access to partnerships with Schwab, Fidelity, and RBC to cater to diverse client needs.
Requirements:
- Proven success in building and nurturing client relationships.
- Passion for financial education and coaching.
- Experience with 401(k) plans and the ability to manage corporate retirement accounts.
- Strong interpersonal and communication skills.
- Commitment to a client-first, holistic approach to financial advising.
- Ability to work full-time on-site at our Century City office.
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