Financial Planning Specialist

Claire Myers Consulting; Lakewood (CA); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

WFH after tenure

Unlimited PTO after tenure

Wellness stipend

Philanthropic matching

HSA support

Healthcare reimbursement

Parental leave

CO FAMLI

Sabbatical

Conference support

Paid time off

Job summary

Claire Myers Consulting is seeking a Financial Planning Specialist to support a team of six Advisors by preparing planning work, organizing deliverables, and ensuring weekly meetings are fully planned and ready.

The role emphasizes forward planning with minimal client interaction, deep technical financial planning, and strong organizational skills to drive prep and follow‑through across planning workflows.

Qualifications

• 4+ years of experience in financial planning required.
• Experience supporting advisors with HNW planning preferred.
• Life & Health, Series 7 and 63
• CFP, CFA or MBA preferred
• Strong fits may come from Fidelity, Schwab, RIAs, wirehouse planning units
• 401(k) with Safe Harbor match
• Profit sharing eligibility after tenure
• Healthcare reimbursement program and HSA support
• Parental leave, CO FAMLI, mandatory time away
• Paid sabbatical program
• Support for professional conferences
• Optional work‑from‑home and unlimited PTO after tenure milestone
• Wellness stipend and philanthropic matching

Responsibilities

• Prepare and maintain comprehensive financial plans for high‑net‑worth clients
• Work with advisors to gather data and all planning inputs
• Build recommendations and scenario models using Excel
• Prepare planning deliverables including illustrations and proposals
• Plan and prepare for client meetings week‑to‑week
• Stay ahead of upcoming deliverables, deadlines, and open items
• Organize follow‑ups and move cases forward with consistency
• Create planning visuals, diagrams, and presentation slides when needed

Skills

Financial planning

Data gathering

Excel modeling

Presentation skills

Planning ahead

Advisor support

Education

CFP, CFA or MBA preferred

Series 7 & 63 licenses

Job description

Compensation $85,000 to $130,000 base plus bonus

Our client, a growing wealth management team, is seeking a Financial Planning Specialist to support a group of six Advisors by preparing planning work, keeping deliverables organized, and ensuring weekly meeting schedules are fully planned and ready. This person will operate 2 to 3 steps ahead, anticipate needs, and enjoy the problem‑solving side of planning work.

This role is planning forward with very minimal client interaction and no business development expectations. The ideal person enjoys financial planning at a deep technical level, is highly organized, and thrives in an environment where preparation and follow‑through fuel success.

Key Responsibilities:

• Prepare and maintain comprehensive financial plans for high‑net‑worth clients


• Work with advisors to gather data and all planning inputs


• Build recommendations and scenario models using Excel


• Prepare planning deliverables including illustrations and proposals

Advisor Support & Weekly Flow Management

• Plan and prepare for client meetings week‑to‑week


• Stay ahead of upcoming deliverables, deadlines, and open items


• Organize follow‑ups and move cases forward with consistency


• Create planning visuals, diagrams, and presentation slides when needed

Technical Depth

• Comfort operating within financial planning software


• Exposure to risk management, estate planning, equity compensation, retirement planning


• Ability to break down complexity into clear recommendations

Qualifications:

• 4+ years of experience in financial planning required


• Experience supporting advisors with HNW planning preferred


• Life & Health, Series 7 and 63


• CFP, CFA or MBA preferred


• Strong fits may come from Fidelity, Schwab, RIAs, wirehouse planning units


• 401(k) with Safe Harbor match


• Profit sharing eligibility after tenure


• Healthcare reimbursement program and HSA support


• Parental leave, CO FAMLI, mandatory time away


• Paid sabbatical program


• Support for professional conferences


• Optional work‑from‑home and unlimited PTO after tenure milestone


• Wellness stipend and philanthropic matching