Financial Planner for High-Net-Worth Wealth Management

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

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.