Financial Planner job in Los Angeles, CA| Recruit Arrow
Recruit Arrow
Email Password
Forgot your password?
Welcome, Guest! New User?
Tell a Friend
Success Stories
From my very first contact with Recruit Arrow, through the application process, interviews, and my acceptance of the position, this service was an invaluable asset. My recruiter gave me insight into the company by sharing her own experiences and views.


Job Search

What


 job title, keywords

Where


 city, state, zip






JOB CENTER

Your Window to a World of Opportunities


Welcome to Recruit Arrow's Job Center. We offer you the ability to stay current in numerous specialized job markets, including marketing, advertising, and engineering just to name a few, by subscribing to our Newsletter and Real-Time Job Updates; to subscribe click here.

If you do not yet have an account with Recruit Arrow, we encourage you to sign up for a new account by submitting your resume. An account will allow you to make our search consultants aware of the jobs that you are interested in, view new jobs that match your search settings, modify your search settings, submit a new resume, and take advantage of other useful features.

We are pleased that your assessment of options has led you to Recruit Arrow, and we invite you to browse our website to learn more about our firm and the career opportunities we offer. If you would like to be considered for an professional position, feel free to submit your resume.


Select from the options below to begin your search.


Locations:
(hold down ctrl to choose multiple locations)
City Name:

Primary Field:

Minimum Years of Experience:

Keyword:

1 matches | 1 - 1 displayed 
 1 

Title
Financial Planner
Location : California, Los Angeles
Refer job # DMCR339426
 
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.
 
 
 
[Apply Now] [Email to a Colleague] [Permalink]

This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity.Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.


1 matches | 1 - 1 displayed 
 1 
Newsletter and Job Updates