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Job description
Job DescriptionJob DescriptionFinancial Planning Strategist
(*this role is also availble in Seattle, WA)n
Looking to join one of the fastest growing RIAs that’s passionate about serving our clients with industry leading financial planning? In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients.
nWhat You’ll Do :
nnOur advisors bring on thousands of new clients on an annual basis. Every new client receives tailored financial planning advice to help them navigate their goals. This is achieved through the members of our centralized planning department partnering with the advisors to analyze client financial data and create tailored financial strategies for new clients.
nYou will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases.
nReview client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
nEach Financial Planning Strategist is responsible for completing hundreds of new client cases each year. This will require strong attention to detail, the ability to stay organized, and leverage technology to maximize efficiency when managing workflow.
n nWhy You’ll Love This Role :
nnImpact – You’ll see the direct results of your work as families gain financial peace of mind.
nGrowth – Clear career paths, mentorship, and training to help you advance within the company.
nVariety – Every client story is unique, so no two days are ever the same.
nCulture – We’re collaborative, fun, and passionate about doing the right thing—for our clients and for the company.
n nWhat We’re Looking For :
nnBachelor’s degree in business, finance, or related field. Advanced certifications are a plus.
nCFP® designation (or actively working toward obtaining the CFP designation*). *Must be obtained within 18 months from being hired into the position
n5+ years’ experience in financial services (minimum of 2 years required) or equivalent experience in a client-facing role involving strategic analysis and proposals.
nComprehensive knowledge of financial planning, tax strategies, investments, and risk management.
n nWho You Are :
nnDetail-oriented and driven by excellence.
nA strong communicator who can simplify complex concepts.
nCollaborative, adaptable, and always eager to learn.
nAble to balance multiple projects and deadlines with ease.
n nWhat They Offer :
nOur client invests in people the same way we invest in our clients—thoughtfully and for the long term. You’ll enjoy:
nnCompetitive salary plus bonus potential.
nBenefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.
nCFP® continuing education and tuition reimbursement.
nCareer development programs and leadership training.
n
Worksite address
irvine, CA, 92713, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.