Senior Financial Planning Professional

3 days ago


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

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.
Requirements:
  1. CFP designation.
  2. 5+ years of experience in the financial planning industry & minimum 2 years in a financial planning role.
  3. Fiduciary mindset and focus driven, with a strong sense of accountability, obligation, and dedication to client needs.
Nice to Have:
  1. Familiarity with planning software.
  2. Prior experience working with sophisticated multi-generational clients.
  3. Entrepreneurial mindset.


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