Certified Financial Planner
3 days ago
Job Title: Certified Financial Planner (CFP)
Location: El Segundo, CA (M-F On-site)
Salary: $100K-$150K + bonus, benefits, and path to equity
Skills: Certified Financial Planner / CFP / Financial Planner / Wealth Planner
About Company / Opportunity: We are an Independent RIA firm based in El Segundo, California, seeking a polished and seasoned CFP professional for a client facing relationship management role. Our firm 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.
Must-Have Skills:
- 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
Nice to Have Skills:
- Familiarity with planning software such as eMoney
- Prior experience working with sophisticated multi-generational clients
- Entrepreneurial mindset
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