Financial Planning Specialist

Ultimate Staffing; California; On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Bonus opportunity

Comprehensive benefits

Career growth

No business development requirements

Job summary

Ultimate Staffing's partner, an independent wealth management firm, seeks a Financial Planning Specialist to support sophisticated planning for affluent clients. This internal-focused role does not require business development and collaborates with advisors to develop comprehensive plans.

You will analyze complex financial situations, prepare retirement projections, and assist with estate, tax, and wealth transfer strategies using planning tools like eMoney.

Qualifications

• 5+ years of financial planning, wealth management, or investment advisory experience.
• Strong financial planning expertise across retirement, tax, estate, insurance, and investment planning.
• Advanced hands-on experience with eMoney financial planning software.
• Experience within a Registered Investment Advisor (RIA) or wealth management environment preferred.
• Strong analytical, problem-solving, and presentation skills.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong Microsoft Office skills.

Responsibilities

• Gather and analyze client financial information, including assets, liabilities, income, expenses, and long-term financial objectives.
• Develop comprehensive financial plans and wealth management recommendations.
• Prepare retirement projections, cash flow analyses, and planning scenarios.
• Assist with estate planning, tax planning, insurance reviews, philanthropic planning, and wealth transfer strategies.
• Support planning related to executive compensation, stock options, and employer-sponsored benefits.
• Partner with Investment Counselors to deliver customized planning recommendations.
• Prepare client-ready reports, financial plans, and presentation materials.
• Participate in strategy discussions and planning meetings.
• Provide ongoing support for complex client planning engagements.
• Maintain and update client financial data within planning software platforms.
• Develop analyses and planning models using eMoney and other wealth management tools.
• Utilize CRM, portfolio management, and document management systems to support planning initiatives.

Skills

Financial planning

Wealth management

Analytical skills

MS Office

Education

Bachelor's degree

Tools

eMoney

Orion

Salesforce CRM

RedBlack

Job description

Location & Role

Location: Pasadena, CA

Employment Type: Full-Time

Compensation: $90,000-$110,000 Base Salary + Target Bonus Opportunity (approximately 25% of base salary)

Position Summary

A highly respected independent wealth management firm is seeking a Financial Planning Specialist to support sophisticated financial planning engagements for affluent and high-net-worth individuals, families, and nonprofit organizations. This position works closely with advisors and investment professionals to develop comprehensive financial plans, analyze complex financial situations, and help clients achieve long-term financial goals. Unlike traditional advisor roles, this position is internally focused and does not require business development or maintaining a personal book of business.

Key Responsibilities

Financial Planning & Analysis

• Gather and analyze client financial information, including assets, liabilities, income, expenses, and long-term financial objectives.
• Develop comprehensive financial plans and wealth management recommendations.
• Prepare retirement projections, cash flow analyses, and planning scenarios.
• Assist with estate planning, tax planning, insurance reviews, philanthropic planning, and wealth transfer strategies.
• Support planning related to executive compensation, stock options, and employer-sponsored benefits.

Advisor & Client Support

• Partner with Investment Counselors to deliver customized planning recommendations.
• Prepare client-ready reports, financial plans, and presentation materials.
• Participate in strategy discussions and planning meetings.
• Provide ongoing support for complex client planning engagements.

Technology & Planning Systems

• Maintain and update client financial data within planning software platforms.
• Develop analyses and planning models using eMoney and other wealth management tools.
• Utilize CRM, portfolio management, and document management systems to support planning initiatives.
• Ensure accuracy and integrity of financial planning records and recommendations.

External Collaboration

• Coordinate with CPAs, attorneys, insurance professionals, and other trusted advisors.
• Gather and synthesize complex financial information from multiple sources.
• Support implementation of client planning recommendations through collaboration with internal and external stakeholders.

Qualifications

Required

• 5+ years of financial planning, wealth management, or investment advisory experience.
• Strong financial planning expertise across retirement, tax, estate, insurance, and investment planning.
• Advanced hands-on experience with eMoney financial planning software.
• Experience working within a Registered Investment Advisor (RIA) or wealth management environment preferred.
• Strong analytical, problem-solving, and presentation skills.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong Microsoft Office skills.

Preferred

• CFP® Candidate or CFP® coursework completed.
• Experience with eMoney, Orion, Salesforce CRM, and RedBlack.
• Experience working with high-net-worth individuals and families.
• Knowledge of executive compensation, stock plans, and wealth transfer strategies.

Ideal Background

• Financial Planning Specialist
• Financial Planner
• Wealth Planning Associate
• Wealth Management Analyst
• CFP Candidate
• Financial Planning Associate
• Private Client Planning Specialist
• Retirement Planning Consultant

Benefits & Compensation

• Base Salary: $90,000-$110,000 DOE
• Target Annual Bonus: 25% of Base Salary
• Comprehensive Benefits Package
• Collaborative Team Environment
• Career Growth Opportunities
• Exposure to Sophisticated High-Net-Worth Planning Cases
• No Personal Business Development Requirements

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.