Certified Financial Planner

ZipRecruiter; Irvine (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A growing RIA firm is hiring Certified Financial Planners (CFPs) to join their Financial Advisor team. Advisors will receive specialized marketing support, work with financial planning teams, and focus on client relationships. This role offers continuous professional development and the opportunity to provide comprehensive financial advice.

Benefits

Unparalleled Professional Development

Marketing & Business Development Support

Comprehensive Financial Planning Team

Operations and Client Services Team

Qualifications

• Must have a CFP credential plus 5 years of industry experience.
• Ability to deliver comprehensive financial plans to clients.
• Effective with communication skills.

Responsibilities

• Provide comprehensive financial planning advice to clients.
• Manage the client relationship and understand clients' needs.
• Partner with the Financial Planning department for detailed advice.

Skills

Communication

Investment Management

Risk Management

Education

CFP credential

Job description

Job DescriptionJob Description

We are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role.

Why Apply?

Our client provides specialized support so that our Financial Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our advisors:

• Marketing & Business Development – We generate the leads so that our advisors don’t have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as Your Money, Your Wealth television, and radio shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with a CFP. We also set the appointments, so that the advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
• Financial Planning – Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that partner with our advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life – We take a DEEP dive into planning.
• Investment Management – Our trading department works with advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax-loss harvesting, asset location, etc.
• Operations and Client Services – We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the advisor’s “to-do” list!
• Unparalleled Professional Development – Advisors receive constant training on new laws, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our advisors but all members of our team.

Requirements:

• Must have a CFP credential plus 5 years of industry experience.
• Ability to assess a prospective client’s needs and financial goals.
• A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
• Effective with communication skills.
• Ability to deliver comprehensive financial plans to clients.
• Previous experience teaching classes or presenting is a plus