Senior Financial Planner

SLK Private Wealth; Los Angeles (CA); On-site; USD 84,000 - 202,000; Full time

Job summary

Join a premier wealth management firm as a Senior Financial Planner, where you'll craft tailored financial plans for high net-worth clients. This role emphasizes collaboration with wealth advisors and executing trades, ensuring a seamless client experience. With a focus on integrity and excellence, you'll thrive in a supportive environment that values your expertise. If you are detail-oriented and passionate about financial planning, this opportunity offers a competitive salary, performance bonuses, and professional development in a dynamic team setting.

Benefits

401(k) with 7.5% company contribution

Professional development opportunities

Collaborative work environment

Qualifications

• 7+ years in financial planning or wealth management.
• Experience with high net-worth clients and complex financial needs.

Responsibilities

• Develop and manage comprehensive financial plans for clients.
• Execute trades and manage client accounts with precision.

Skills

Financial Planning

Client Communication

Analytical Skills

Detail Orientation

Problem-Solving

Education

Bachelor's degree in Finance

CFP designation

CPA or CFA

Tools

eMoney

Envestnet

Job description

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Company Overview:

SLK Private Wealth (SLK) is a Westwood-based Registered Investment Advisor with over $1.75 billion in assets under management. Our team consists of 17 dedicated professionals including financial advisors, client associates, and investment personnel. We are a premier wealth management firm specializing in serving high net-worth individuals, families, and businesses. We pride ourselves on delivering customized financial solutions and unparalleled client service. Our team of experienced professionals fosters a collaborative, client-focused culture driven by integrity, innovation, and excellence.

Position Summary:

We are seeking a detail-oriented and proactive Senior Financial Planner to provide hands-on financial plan development and portfolio execution. The ideal candidate will create customized financial plans for all clients using eMoney, execute trades, and manage day-to-day operational tasks to support our advisory and investment team.

Key Responsibilities:

• Build and maintain comprehensive financial plans for all clients using eMoney.
• Collaborate with wealth advisors to gather inputs and align financial plans with each client’s goals, tax situation, estate planning considerations, and investment strategy.
• Present financial plans in client-ready formats; participate in client meetings as a technical expert when needed.
• Regularly update plans to reflect life changes, tax law updates, and new financial goals.
• Prepare prospective client proposals for potential new clients.
• Discuss complex tax strategies with clients’ accountants and estate strategies with clients’ estate planning attorneys.

Investment Support & Trade Execution (~10%)

• Execute all trades (equity, ETF, mutual fund, and fixed income) for client accounts with care and accuracy.
• Perform account rebalancing in accordance with model portfolios and client-specific preferences.
• Monitor and resolve trading-related issues, manage cash needs, and coordinate with custodians.
• Assist advisors with one-off requests and client servicing needs.
• Collaborate with the investment and operations teams to ensure seamless client experience and data integrity.

Qualifications

Education & Certifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• CFP designation required. CPA, CFA, or similar designations are a plus.
• Familiarity with investment platforms such as Envestnet is a plus.

Experience

• Minimum of 7 years of experience in financial planning, wealth management, or a related field.
• Demonstrated experience using eMoney to build full financial plans.
• Proven track record of working with high net-worth clients and addressing complex financial planning needs, including tax and estate strategies.
• Experience executing trades and working within portfolio management systems is preferred.

Skills

• Highly organized with exceptional attention to detail and follow-through.
• Strong communicator, both written and verbal.
• Strong analytical and problem-solving abilities, with keen attention to detail.
• Able to manage multiple tasks with competing deadlines.
• Comfortable with client-facing interactions and internal collaboration.
• A self-starter who thrives in a high-expectation, low-ego environment.

What We Offer:

• Competitive base salary with performance-based bonus potential.
• 401(k) with 7.5% company contribution.
• Professional development opportunities and ongoing education support.
• A collaborative work environment focused on excellence and client success.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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