Financial Planner

Compak Asset Management; Newport Beach (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan with company contribution

Discretionary annual bonus

Job summary

Compak Asset Management in Newport Beach, CA is seeking a Financial Planner for a full-time, client-facing role. The ideal candidate will collaborate with Wealth Managers, prepare comprehensive financial plans, and ensure a seamless wealth management experience for high-net-worth families. Required qualifications include a Bachelor's degree, 3+ years of financial planning experience, and strong communication skills. Benefits include competitive salary, a full benefits package, and a 401(k) plan with a company contribution.

Qualifications

• 3+ years of financial planning experience with a wealth advisory firm or related organization.
• CFP designation strongly preferred; CPA designation also valued.
• Experience with financial planning concepts, including retirement, tax, and estate planning.

Responsibilities

• Create comprehensive financial plans using NaviPlan.
• Collaborate closely with Wealth Managers to deliver integrated client advice.
• Maintain relationships with external professionals to enhance client service.

Skills

Financial planning experience

Communication skills

Analytical skills

Client service orientation

Education

Bachelor's degree in finance, accounting, economics, tax, mathematics or related field

Tools

NaviPlan

Job description

At Compak Asset Management, our vision is to enhance the life experience of our clients by delivering integrated wealth management solutions. Founded in 1999, Compak manages wealth for more than 1,000 families and serves clients across 39 states. The firm has offices in Newport Beach, CA; San Jose, CA; and Scottsdale, AZ.

Compak's integrated wealth management solution includes asset management, retirement planning, tax planning, estate planning, charitable planning, and risk management.

Compak participates in Fidelity Investments' Wealth Advisor Solutions network. This program connects Fidelity clients with independent investment advisory firms that provide specialized investment and financial planning solutions, while allowing clients to maintain their relationship with their Fidelity advisor.

Compak is seeking a Financial Planner to join our Newport Beach, CA office. This is a full-time, in-office, client-facing role for a planning professional who wants to help design sophisticated financial strategies for high-net-worth families. Comprehensive financial planning is available to all clients at no additional fee.

Working closely with Compak's Wealth Managers, the Financial Planner will prepare comprehensive financial plans, support client relationships, and help deliver a seamless, high-quality wealth management experience. This is a pure financial planning position and not a sales role.

Responsibilities

The Financial Planner will:

• Create comprehensive financial plans using NaviPlan.
• Lead financial planning work for an assigned group of client households.
• Analyze client goals, cash flow, retirement needs, tax considerations, estate planning issues, charitable planning opportunities, and risk management needs.
• Collaborate closely with Wealth Managers and other team members to deliver integrated client advice.
• Maintain and cultivate relationships with external professionals and service providers to enhance the delivery of concierge-level client service.
• Help prepare client meeting materials and participate in client meetings as appropriate.
• Support ongoing planning updates as client circumstances, markets, tax laws, and estate planning needs evolve.

Qualifications

• Bachelor's degree required; preferred fields include finance, accounting, economics, tax, mathematics, or a related discipline.
• 3+ years of financial planning experience with a wealth advisory firm, RIA, financial planning firm, or related financial services organization.
• CFP designation strongly preferred; CPA designation also valued.
• Strong understanding of financial planning concepts, including retirement planning, tax planning, estate planning, charitable planning, cash flow planning, insurance, and risk management.
• Experience with NaviPlan or similar financial planning software preferred.
• Highly accurate, organized, analytical, and detail-oriented.
• Strong communication skills and the ability to explain complex planning concepts clearly to clients.
• Responsive, professional, collaborative, and client-service oriented.

Compensation and Benefits

• Competitive salary commensurate with experience.
• Full benefits package, including medical, dental, and vision.
• 401(k) plan with company contribution of 4% of compensation.
• Discretionary annual bonus.

This is an excellent opportunity for a financial planning professional who wants to work with sophisticated clients, collaborate with an experienced wealth management team, and build a long-term career in comprehensive wealth planning.