Financial Planning Specialist

Our client, an award winning wealth management and financial planning practice based in Manhattan Beach is hiring a Certified Financial Planner ® Professional. The experience and expertise level of the candidate may dictate the specific responsibilities and functions of the role.

Potential Key Responsibilities (but not limited to):

• To create comprehensive financial plans for new clients in addition to updating plans for existing clients. This includes both working collaboratively with private wealth advisors and other 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.

• Ensure all client data is entered and tracked appropriately in CRM.

• Once proficient in the planning philosophy there may be an opportunity to educate clients directly on the analysis and recommendations.

Qualifications:

- Bachelor’s Degree

- Certified Financial Planner ® designation

- 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 $75,000 to $120,000