Financial Planner

New Planner Recruiting
Paulina Walters
. Newport Beach, CA
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What our client is offering:

We are a privately owned, independent SEC Registered Investment Advisor. Unlike most financial advisors, we truly employ a team approach in all we do. We are large enough to offer a variety of strengths and areas of expertise, yet small enough to maintain our focus on superior client service. We value and encourage the different points of view and opinions of our team, as we have found that a collaborative process allows us to examine issues from different contexts and provide better options and outcomes for the select group of wealthy families and individuals we serve across the United States. Today we are recognized as one of the top wealth management firms in the country.

We are seeking a Financial Planner to play an integral part of our organization. As a Financial Planner, you will work with the Operations and Investment teams to help coordinate activities and information flow in order to deliver an integrated client experience. The Financial Planner will be expected to have direct contact with clients and vendors, as necessary.

What you will get to do:

  • Actively participate in internal strategy discussions for clients, including meeting debriefs
  • Assistance with client projects and analyses
  • Prepare spending analyses based on client financial goals and gathered financial data
  • Active participation in discussions on assumptions used in spending modeling programs
  • Work with Senior Planners and Director throughout the entire planning process

What our client seeks in a candidate:

  • Bachelor’s Degree
  • 3 or more years of experience in the financial services industry
  • CFP® preferred or demonstrated progress toward acquiring the CFP®
  • Basic understanding of comprehensive personal financial planning
  • Basic understanding of personal financial statements
  • Proficient in Microsoft Office Suite and financial planning software
  • Experience with CRM software and performance reporting systems 

Position perks:

  • Individual medical and dental insurance with generous company contributions
  • Employee long-term disability
  • 401(k) Savings Plan with employer match
  • Profit sharing bonuses
  • Three weeks’ vacation
  • Sick days
  • Paid certification and membership fees/dues
  • Attendance to one major conference annually
  • Collegial work environment