Senior Financial Planning Professional
3 days ago
At Talently Recruiting, we are seeking a seasoned CFP professional to join our team as a client-facing relationship management specialist. This role will involve managing the day-to-day advisory and estate planning needs of high net worth and ultra-high net worth individuals and their families.
Key Responsibilities:- Manage a subset of HNW and UHNW clients, providing expert advice on investment transactions, valuations, and financial statements.
- Delegate tasks to colleagues and team members to ensure advisory and service needs are met.
- Act as a 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 transaction details and investment financial statements.
- Draft and present client-facing and internal guidance memos related to client day-to-day investment transaction process and planning.
- 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.
- Familiarity with planning software.
- Prior experience working with sophisticated multi-generational clients.
- Entrepreneurial mindset.
-
Financial Planning Professional
9 hours ago
El Segundo, California, United States Bookman Consulting Full timeFinancial Planning OpportunityOur client, a reputable wealth management firm, is seeking a skilled Financial Planning Professional to join their team. This role offers a unique chance to build a successful career in financial planning, with opportunities for growth and development in various directions.Key Responsibilities:Develop and implement comprehensive...
-
Financial Planning Professional
2 weeks ago
El Segundo, California, United States Talently Recruiting Full timeJob Title: Certified Financial PlannerLocation: Remote OpportunitySalary: $100K-$150K + bonus, benefits, and path to equitySkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout Company / Opportunity:We are a leading financial services firm seeking a seasoned CFP professional for a client-facing relationship management role. Our...
-
Financial Planning Professional
1 day ago
El Segundo, California, United States Talently Recruiting Full timeJob Title: Certified Financial PlannerLocation: El Segundo, CA (M-F On-site)Salary: $100K-$150K + bonus, benefits, and path to equitySkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout Company / Opportunity: Talently Recruiting is seeking a seasoned Certified Financial Planner to join our team as a client-facing relationship...
-
Financial Planning Director
1 week ago
El Segundo, California, United States Century Group Full timeFinancial Planning and Analysis DirectorCentury Group is partnering with a client seeking a seasoned Financial Planning and Analysis Director to lead their team. The ideal candidate will have a strong background in financial planning, budgeting, and forecasting, with a proven track record of driving business growth through strategic financial...
-
Financial Planning Director
2 weeks ago
El Segundo, California, United States Century Group Full timeFinancial Planning and Analysis DirectorCentury Group is partnering with a client seeking a seasoned Financial Planning and Analysis Director to lead their team. The ideal candidate will have a strong background in financial planning, budgeting, and forecasting, with a proven track record of driving business growth through strategic financial...
-
Senior Financial Analyst
1 day ago
El Segundo, California, United States Athene Holding Ltd Full timeSenior Financial Analyst Job DescriptionAthene Holding Ltd is seeking a highly skilled Senior Financial Analyst to join our Financial Planning and Analysis team. As a Senior Financial Analyst, you will play a critical role in assisting with the preparation of annual planning and quarterly forecasting for Athene, as well as supporting the quarterly...
-
Senior Financial Analyst
2 weeks ago
El Segundo, California, United States Credence company Full timeSenior Financial Specialist Job DescriptionCredence Management Solutions, LLC is seeking a highly skilled Senior Financial Specialist to support the SSIO Directorate of the United States Space Force (USSF), Space Systems Command (SSC) Command Staff Support contract.Key Responsibilities:Assist the Government with all aspects of SSC Space Acquisition Portfolio...
-
Senior Financial Analyst
24 hours ago
El Segundo, California, United States Credence company Full timeSenior Financial Specialist Job DescriptionCredence Management Solutions, LLC is seeking a highly skilled Senior Financial Specialist to support the SSIO Directorate of the United States Space Force (USSF), Space Systems Command (SSC) Command Staff Support contract.Key Responsibilities:Assist the Government with all aspects of SSC Space Acquisition Portfolio...
-
Senior Financial Analyst
1 day ago
El Segundo, California, United States Mattel Full timeJob Title: Senior Financial AnalystJoin Mattel's Global Supply Chain Finance Team as a Senior Financial Analyst, where you will play a key role in driving business results and optimizing logistics operations.About the Role:The Senior Financial Analyst will be responsible for conducting financial planning and forecasting, as well as actual cost variance...
-
Senior Financial Analyst
3 weeks ago
El Segundo, California, United States Mattel Full timeJob Title: Senior Financial AnalystJoin Mattel's Financial Planning team in El Segundo, CA, and play a critical role in supporting the financial management of Mattel's largest divisions.Job Summary:The Senior Financial Analyst will be responsible for developing, analyzing, and forecasting the financial plan and quarterly forecasts for the consolidated...
-
Financial Planning Director
16 hours ago
El Segundo, California, United States Century Group Full timeKey ResponsibilitiesAs a Director, Financial Planning and Analysis, you will lead the development of annual budgets, long-term financial plans, and quarterly forecasts. You will prepare and present financial reports to the board of directors and other key stakeholders. Your responsibilities will also include overseeing long-term budget development and cost...
-
Financial Planning Director
3 weeks ago
El Segundo, California, United States Century Group Full timeJob OverviewCentury Group is partnering with a client seeking a Director, Financial Planning & Analysis to drive strategic financial decision-making. The ideal candidate will lead the development of annual budgets, long-term financial plans, and quarterly forecasts, ensuring alignment with business objectives. Key responsibilities include preparing and...
-
Senior Financial Analyst
2 hours ago
El Segundo, California, United States Mattel Full timeJob Title: Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our Global Supply Chain Finance Team at Mattel. As a key member of our team, you will be responsible for providing financial planning and analysis support to drive business results in the most cost-effective manner.Key Responsibilities:Conduct financial...
-
Senior Financial Analyst
1 day ago
El Segundo, California, United States Skyryse Full timeJob Title: Senior AccountantAt Skyryse, we are revolutionizing the aviation industry with our innovative technology. We are seeking a highly skilled Senior Accountant to join our team in El Segundo, CA.Job Summary:The Senior Accountant will be responsible for maintaining financial and business transactions, applying accounting principles, and performing...
-
Senior Financial Analyst
1 day ago
El Segundo, California, United States Athene Holding Ltd Full timeSenior Financial Analyst Job DescriptionAthene Holding Ltd is seeking a highly skilled Senior Financial Analyst to join our Financial Planning and Analysis team. As a Senior Financial Analyst, you will play a critical role in assisting with the preparation of annual planning and quarterly forecasting for Athene, as well as assisting with quarterly...
-
Financial Planning Specialist
2 weeks ago
El Segundo, California, United States Talently Recruiting Full timeJob Title: Certified Financial PlannerLocation: El Segundo, CA (M-F On-site)Salary: $100K-$150K + bonus, benefits, and path to equitySkills: Certified Financial Planner / CFP / Financial Planner / Wealth PlannerAbout Company / Opportunity: Talently Recruiting is seeking a seasoned CFP professional for a client-facing relationship management role. Our firm...
-
Senior Financial Expert
13 hours ago
El Segundo, California, United States Credence company Full timeJob Title: Senior Financial SpecialistCredence Management Solutions, LLC is seeking a highly skilled Senior Financial Specialist to support the SSIO Directorate of the United States Space Force (USSF), Space Systems Command (SSC) Command Staff Support contract.Key Responsibilities:Assist the Government with all aspects of SSC Space Acquisition Portfolio...
-
Senior Financial Analyst
24 hours ago
El Segundo, California, United States Athene Full timeSenior Financial AnalystAthene is a leading retirement services company that issues, reinsures, and acquires retirement savings products. We are driven to do more and are seeking a Senior Financial Analyst to join our Financial Planning & Analysis team.Key Responsibilities:Assist in the preparation of annual planning and quarterly forecasting for...
-
Senior Counsel
8 hours ago
El Segundo, California, United States Cetera Financial Group Full timeJob Title: Senior CounselCetera Financial Group is seeking an experienced Litigation Attorney to join our team in Los Angeles, CA.Job Summary:We are looking for a highly motivated and experienced Litigation Attorney to manage outside attorneys representing Cetera companies in litigations, arbitrations, and mediations. The ideal candidate will have a strong...
-
Senior Financial Analyst
1 week ago
El Segundo, California, United States Belkin Full timeJob Title: Senior Financial AnalystBelkin is seeking a highly skilled Senior Financial Analyst to join our Global Finance team. As a key member of our team, you will be responsible for providing financial and business reporting analysis support to inform decision-making by Management, Sales, and Marketing departments within the organization.Key...