Hybrid Associate Financial Planner: Client-Focused

Wealth Enhancement Group; Los Angeles (CA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match and profit sharing

Paid time off and holidays

Tuition, licensing, and credentialing"

Job summary

Wealth Enhancement Group in Los Angeles is seeking an Associate Financial Planner to support Financial Advisors by developing comprehensive financial plans and analyses, guiding clients toward their long-term goals in a collaborative team. Hybrid schedule; base salary range $70,000–$80,000, exclusive of bonuses.

You will organize client documents, build profiles and strategies, coordinate with Investment and Insurance teams, review employer benefits, taxes, and estate documents, and prepare

Qualifications

• Bachelor's degree in business, finance, economics, or a related field
• FINRA Series 7 & 66 (or 63/65) required for hybrid/RIA roles
• Insurance licenses preferred
• Series 65 or CFA/CFP/ChFC/CIC/PFS for RIA offices
• Proficiency with Microsoft Office Suite and related software
• Familiarity with Salesforce and Workday functionality and supportive CRM processes

Responsibilities

• Organize clients' financial documentation into planning folders and maintain document integrity
• Develop profile and strategy plans for clients and provide summaries of financial position and asset allocation
• Coordinate with Investment and Insurance teams; gather supporting documentation as needed
• Review employer benefits, tax returns, Social Security, pensions, insurances, beneficiary info, and estate plans
• Create reports using Morningstar and BRT; incorporate analyses into financial plans
• Record notes in CRM and planning files regarding client communications and actions
• Attend trainings and contribute to team problem-solving efforts

Skills

Verbal and written communication

Financial planning knowledge

Attention to detail

Education

Bachelor's degree in finance or related field

Tools

Morningstar

BRT/Kettley

Salesforce

Workday

Job description

Wealth Enhancement Group in Los Angeles is seeking an Associate Financial Planner to support Financial Advisors by developing comprehensive financial plans and analyses, guiding clients toward their long-term goals in a collaborative team. Hybrid schedule; base salary range $70,000–$80,000, exclusive of bonuses.

You will organize client documents, build profiles and strategies, coordinate with Investment and Insurance teams, review employer benefits, taxes, and estate documents, and prepare