Certified Financial Planner (Remote) in Los Angeles, CA at Career Strategies

Date Posted: 1/28/2021

Job Snapshot

Job Description

Our Client is a Registered Investment Advisor based in Los Angeles, seeking an exceptional individual to join their firm as a Certified Financial Planner. The Certified Financial Planner will work with the firm’s advisors to design personalized financial plans for the firm’s clients, using eMoney financial modeling planning software.

Our client provides investment and wealth management solutions to institutions, broker-dealers and high-net-worth individuals throughout the United States with multiple branch offices. They are well-respected among peers and are frequently called upon to share investment insight with national publications and news organizations. In the office, they maintain a culture of accessibility that promotes an open door, open discussion, policy and strive for an atmosphere that facilitates learning and doing great work. They are active in many charitable organizations, including projects dedicated to using sport and scholarship to help learning disabled children

The Certified Financial Planner will be responsible for interviewing clients, collecting financial information to support the client’s financial plan, analyzing financial information and, with the firm’s advisors, present the financial plan and make recommendations to meet the plan goals. The Certified Financial Planner reports to Executive Managing Director and member of the Executive Management Committee.

The ideal candidate will have strong analytical skills as well as excellent communication and interpersonal skills to be successful in this people-oriented business.

About the role:

  • Perform important projects resulting from new business development or client service activities
  • Prepare detailed analysis of prospective and existing client portfolios
  • Manage complex client requests
  • Perform asset allocation and portfolio strategy reviews on client portfolios
  • Communicate issues with Senior Wealth Advisor
  • Manage ongoing tax management strategies for clients
  • Provide proactive tactical communication to clients
  • Take an active role in developing strategies to provide a high-quality experience
  • Assist the Senior Wealth Advisor build their practice through referrals and additional funding from existing clients
  • Utilize financial planning tools, including software such as eMoney, to assist clients with their financial planning needs
  • Other duties as assigned

Job Requirements

About the candidate:

  • CFP (MUST)
  • Bachelor’s degree in finance or economics (MUST)
  • 2+ years' experience in financial planning (MUST)
  • Experience utilizing, eMoney financial planning software (MUST)
  • Investment Management/Brokerage experience (PLUS)
  • Foundation in essential financial planning concepts (MUST)
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning and securities balancing software.
  • Financial planning/wealth management acumen, judgement and experience (MUST)
  • Desired Personality Traits and Skills: Comfortable interacting with high net worth individuals in a face-to-face setting or over the phone, ability to collaborate in a professional and constructive manner, teamwork, superior communications skills both oral and written, strong presentation skills, ability to establish priorities and meet goals, articulate, confident, driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced and growing environment, unimpeachable ethical standards and a strong work ethic and desire/ability to work successfully in a small company environment.

Benefits: Breakfast daily, Bonus and Health Benefits

Additional Information

Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.