Senior Financial PlannerWealth Strategist

Century, CA - USA

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

We are seeking an experienced Senior Financial Planner to join our team dedicated to supporting high-net-worth individuals and this role you will assist clients in building preserving and growing multigenerational wealth through comprehensive financial planning. Collaborating with the Director of Financial Planning and Wealth Advisors you will develop detailed financial plans estate reviews and tax strategies for clients with net worths exceeding $15 million. Your expertise will provide clients with tailored solutions designed to address all aspects of their financial well-being including legacy planning charitable giving tax optimization and related areas.

This position offers direct engagement with sophisticated clients eager for creative tailored strategies that reflect their unique goals and aspirations. You will deliver actionable financial planning recommendations leveraging advanced software platforms and your deep knowledge of holistic wealth management. Your responsibilities will include analyzing and developing financial plans conducting tax analyses reviewing estate strategies and summarizing financial documents all while building lasting relationships and providing guidance that truly transforms lives.

You ll also play a pivotal role in strategic projects collaborating with Wealth Advisors to uncover new opportunities and assist in closing new business. Helping clients navigate their progress and celebrating milestones will be central to your work as will managing follow-up meetings to ensure their evolving needs are met.

Duties & Responsibilities

Design comprehensive personalized financial plans estate reviews and tax analyses for high-net-worth clients and prospects supporting the Director of Financial Planning and utilizing the firm s sophisticated planning software.
Partner with Wealth Advisors in delivering holistic financial plans joining client meetings to discuss results recommendations and strategies for building and preserving multigenerational wealth.
Assist Financial Planners in updating client plans conducting diverse planning analyses and researching emerging topics that impact client financial well-being.
Contribute to internal and external projects aimed at enhancing client outcomes firm marketing and expanding our holistic planning capabilities.
Review client deliverables prepared by Financial Planners ensuring quality and alignment with clients long-term goals.
Conduct research on planning strategies tax laws regulations and best practices to support innovative client-focused solutions.
Track client progress prepare analytical reports and celebrate milestones that reflect successful wealth preservation and growth.
Provide ongoing education to advisors on current tax law and holistic planning strategies relevant to individuals trusts and small businesses.

Key Qualifications:

Certified Financial Planner (CFP) designation required; additional credentials such as CPA EA or MBA are preferred.
Bachelor s degree from an accredited university with a strong background in accounting finance or economics.
5-8 years of experience delivering financial plans and analysis for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients including tax estate investment insurance and retirement planning.
Demonstrated expertise in financial planning and wealth management in a client-facing role.
Experience preparing taxes for HNW and UHNW clients is preferred.
Outstanding oral and written communication skills including effective presentation abilities.
Proven relationship-building skills with high-net-worth individuals both in-person and online to present financial planning concepts and provide client advice.
Ability to collaborate constructively within a team-oriented environment and manage priorities to meet established goals for financial planning deliverables.
Strong desire to thrive in a dynamic entrepreneurial small company setting taking initiative and embracing diverse responsibilities.
High ethical standards financial planning expertise investment skills and sound judgment; advanced proficiency with Microsoft Word Excel PowerPoint Outlook and familiarity with eMoney and Holistiplan software is a plus.

This role is based in Century City CA with up to 20% travel.

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.

Total compensation including applicable bonuses and incentives average between $125000 to $175000 with a base salary of $115000 to $140000. The starting salary offer will vary based on the applicant s education experience skills abilities geographic location internal equity and alignment with market data.

Duties & Responsibilities

Design comprehensive personalized financial plans estate reviews and tax analyses for high-net-worth clients and prospects supporting the Director of Financial Planning and utilizing the firm s sophisticated planning software.
Partner with Wealth Advisors in delivering holistic financial plans joining client meetings to discuss results recommendations and strategies for building and preserving multigenerational wealth.
Assist Financial Planners in updating client plans conducting diverse planning analyses and researching emerging topics that impact client financial well-being.
Contribute to internal and external projects aimed at enhancing client outcomes firm marketing and expanding our holistic planning capabilities.
Review client deliverables prepared by Financial Planners ensuring quality and alignment with clients long-term goals.
Conduct research on planning strategies tax laws regulations and best practices to support innovative client-focused solutions.
Track client progress prepare analytical reports and celebrate milestones that reflect successful wealth preservation and growth.
Provide ongoing education to advisors on current tax law and holistic planning strategies relevant to individuals trusts and small businesses.

Key Qualifications:

Certified Financial Planner (CFP) designation required; additional credentials such as CPA EA or MBA are preferred.
Bachelor s degree from an accredited university with a strong background in accounting finance or economics.
5-8 years of experience delivering financial plans and analysis for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients including tax estate investment insurance and retirement planning.
Demonstrated expertise in financial planning and wealth management in a client-facing role.
Experience preparing taxes for HNW and UHNW clients is preferred.
Outstanding oral and written communication skills including effective presentation abilities.
Proven relationship-building skills with high-net-worth individuals both in-person and online to present financial planning concepts and provide client advice.
Ability to collaborate constructively within a team-oriented environment and manage priorities to meet established goals for financial planning deliverables.
Strong desire to thrive in a dynamic entrepreneurial small company setting taking initiative and embracing diverse responsibilities.
High ethical standards financial planning expertise investment skills and sound judgment; advanced proficiency with Microsoft Word Excel PowerPoint Outlook and familiarity with eMoney and Holistiplan software is a plus.