Fee-Only Financial Planner

Louis Barajas, LLC (dba Wealth Management LAB) is looking to hire a financial advisor (wealth manager) to manage existing and future client relationships as our firm sets the stage to accelerate growth. Our ideal candidate is someone that is reliable, dependable, and very loyal. They have a strong sense of doing the right thing and should be passionate about helping others. As an Advisor, you will work in a client-focused, team-centered environment to support the firm's client service and business development efforts. 

The main responsibilities for this position include:

Quarterbacking the client experience for our clients

Working together with other firm professionals to ensure that the suite of recommendations being made are the most advantageous to the client and in their best interests

Helping to head up and develop the financial planning division with the executive team

Keeping up-to-date with cutting edge financial planning techniques

Analyze, draft, edit, and deliver comprehensive financial plans to clients

Excel in incredible follow up skills with clients

Ensure retention of the firm’s clients as well as generating referrals

Other duties as necessary—we are very much a culture where “that’s not my job” doesn’t work

It’s important that this candidate is a self-motivator that can work autonomously on a team without micro-management. However, at the same time, they will get behind executive leadership. The candidate must be able to act professionally and courteously in an exceptional manner with clients and other team members.

Benefits include:

Salaried Position

Simple Plan with matching

Access to all company resources

100% health insurance paid for employee

Continuing education reimbursements

Requirements Include:

Bachelor’s Degree minimum

5 years of client-facing wealth management or financial planning experience

CFP® credentialed

Excellent communication, presentation, listening, and analytical skills

Satisfactory background check

Strong knowledge of and the ability to present investment, finance, insurance, estate, and tax planning concepts. Tax planning background also preferred

Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint Other software used is eMoney, and Redtail Technology

Must have positive, extroverted personality; someone easy to get along with

Able to work in a fast-paced environment with the ability to adapt and learn quickly

Provide financial planning guidance to the investment management, client service, tax, and business management team

Self-motivated, dependable, resourceful, and, most importantly, loyal

Someone that does what they say they’re going to do

Bilingual (Spanish) is preferred but not required

Wealth Management LAB:

We are a multi-family style fee-only wealth management firm in Irvine, CA (with offices also in Los Angeles and Miami) offering a full suite of fee-only services from financial planning to investment management and tax preparation.

Job Type: Full-time

Starting Pay: $72,000+

Location: Tustin/Irvine Office