Certified Financial Planner
Talently Recruiting - el segundo, CA
Apply NowJob Description
Job Title: Certified Financial Planner (CFP)Location: 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: 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 needsDelegating to colleagues and team members to ensure advisory and service needs are met while maintaining an elevated level of serviceBe the conduit between leadership, client service teams, and clients to execute on advisory, estate planning, governance, organization, service, and ad hoc client requests and projectsInteract with third party portfolio managers andor their teams on details of transactions, valuations, and investment financial statementsDraft and present client-facing and internal guidance memos related to client day to day investment transaction process and planning.Must-Have Skills:CFP designation5+ years of experience in the financial planning industry & minimum 2 years in a financial planning roleFiduciary mindset and focus driven, with a strong sense of accountability, obligation, and dedication to client needsNice to Have Skills:Familiarity with planning software such as eMoneyPrior experience working with sophisticated multi-generational clientsEntrepreneurial mindset
Created: 2024-10-14