Job Description

Our client, an award-winning wealth management and financial planning practice based in Manhattan Beach, is hiring a Certified Financial Planner ® Professional to deliver a first class planning and client experience as an advisor.

The scope of this client facing role will depend on the experience and expertise level of the candidate.

Potential Key Responsibilities (but not limited to):

• Depending on the expertise and experience of the CFP ®, the core key responsibilities would be to either:
• Directly manage a segment of client relationships for the firm OR
• Work closely with a Senior Private Wealth Advisor as a 2nd chair advisor
• Meet with existing clients to update their financial plan to remain relevant to their goals and current market/economic environment.
• Identify new planning opportunities within conversation with existing clients.
• Collaborate with other team members to build a comprehensive financial plans for new clients in addition to updating plans for existing clients. This includes both working collaboratively with team members, in addition to having your own aligned thinking, to best construct a customized financial plan for a client.
• Interpret and input client data, understand time-lined goals and synchronize areas of planning into one plan.

Plans may address:

• Investments
• Retirement Planning
• Retirement Income Distribution Planning
• Estate Planning Concepts
• Life insurance, Disability and Long Term Care insurance analysis
• Asset/Liability management and cash flow scenarios
• Tax implications
• Education Funding
• Major Purchase Planning
• Saving Strategies
• Business Planning
• Create and/or update investment proposals and insurance illustrations for clients. Ensure the advisors understand planning and investment updates prior to meetings.
• Potentially get referred to 2nd generation clients or other prospective clients.
• Ensure all client data is entered and tracked appropriately in CRM.

Qualifications:

• Bachelor’s Degree
• Certified Financial Planner ® designation
• Client facing financial advising experience
• Operates with a caring and collaborative attitude
• Ability to be in office/on-site 3 days per week.

Compensation will be determined by experience and expertise:

Base Compensation $80,000 to $175,000

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