Senior Financial Planner — Align Wealth with What Matters
Beacon Pointe
14 days+
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Job summary
A leading financial advisory firm in Newport Beach, CA, seeks a Senior Financial Planner to work with lead advisors on client financial plans. Responsibilities include utilizing eMoney for personalized planning, collaborating with clients to meet financial goals, and analyzing client portfolios. The ideal candidate has 3-5 years of experience in financial planning, communication skills, and a degree in Finance, Business, or Economics. This position offers growth opportunities for candidates willing to pursue CFP certification.
Qualifications
- Four-year college degree preferred, competency in finance or business.
- CFP or willingness to pursue CFP within 24 months.
- 3-5 years of financial planning experience.
Responsibilities
- Input financial information using eMoney technology.
- Collect key documents for financial planning from clients.
- Participate in meetings with Wealth Advisors.
Skills
Financial planning experience
Excellent communication skills
Organizational skills
Analytical skills
Education
Bachelor’s degree in Finance, Business, or Economics
Tools
eMoney
Tamarac
Excel
Job description
A leading financial advisory firm in Newport Beach, CA, seeks a Senior Financial Planner to work with lead advisors on client financial plans. Responsibilities include utilizing eMoney for personalized planning, collaborating with clients to meet financial goals, and analyzing client portfolios. The ideal candidate has 3-5 years of experience in financial planning, communication skills, and a degree in Finance, Business, or Economics. This position offers growth opportunities for candidates willing to pursue CFP certification.
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