Financial Planner job in Los Angeles, CA| Recruit Arrow
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Financial Planner
Location : California, Los Angeles
Refer job # NXHZ339426
Job Responsibilities and Requirements: Description of the Position Work jointly with Private Bankers and Investment Counselors to take clients and prospective clients through the financial planning process (introduction, data gathering, plan creation, plan delivery, and implementation) Collaborate with financial planning analysts to help produce comprehensive financial plans Interact with clients to address their financial planning issues on an ongoing basis Participate as a member of the client advisory team, along with Investment Counselors, and Trusts & Estates professionals, to develop integrated solutions for clients CFP practitioner with a 10 years experience creating and presenting comprehensive financial plans for high and ultra high net worth individuals Strong verbal and written communication skills Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Experience training financial planning concepts and collaborating with a team of wealth management professions is a plus Working knowledge of cash flow planning, investment planning, income tax planning, retirement planning, insurance planning, and estate planning Experience with Qualified Defined Benefit and Defined Contributions Plans, concentrated stock positions, stock options analysis, and business succession planning for privately held companies is critical FINRA Series 7, 63 and 65 or 66 is an equal opportunity and affirmative action employer.
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