Senior Financial Planner

Legacy Talent Partners; Los Angeles (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

An established industry player is seeking a detail-oriented Director of Financial Planning to join their dynamic team in Westwood, Los Angeles. This role involves creating customized financial plans using advanced tools, executing trades, and collaborating with wealth advisors to meet high net-worth clients' needs. With a focus on integrity and excellence, the firm offers a competitive compensation package with a strong bonus structure, comprehensive benefits, and a supportive work environment that encourages professional growth. If you're passionate about financial planning and ready to make an impact, this opportunity is perfect for you.

Benefits

401(k) with 7.5% company contribution

Professional development opportunities

Collaborative work environment

Comprehensive benefits including Medical, Dental, and Vision

Qualifications

• 7+ years of experience in financial planning and wealth management.
• Demonstrated experience using eMoney for financial plans.

Responsibilities

• Build and maintain comprehensive financial plans for clients.
• Execute trades and manage operational tasks for the advisory team.

Skills

Financial Planning

Client Communication

Analytical Skills

Problem-Solving

Attention to Detail

Education

Bachelor’s degree in Finance

CFP designation

CPA or CFA

Tools

eMoney

Envestnet

Job description

3 days ago Be among the first 25 applicants

Direct message the job poster from Legacy Talent Partners

Talent Acquisition Professional | President of Operations | Founder | Business Owner |

SLK is expanding and growing! We need to add an experienced Senior Financial Planner to our office in Westwood, Los Angeles, CA.

Total Compensation: $150-200k, with no limit on increasing this top end.

Comprehensive Benefits, including Medical, Dental, and Vision

401k - 7.5% company contribution, not a match. 7.5% regardless of your contribution.

Compensation is 2/3 salary, 1/3 bonus.

We are seeking a detail-oriented and proactive Director of Financial Planning 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.

SLK Private Wealth (SLK) is a Westwood-based Registered Investment Advisor with $1.8 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.

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 preferences.
• 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 (~30%)

• 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

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance, Strategy/Planning, and Consulting

Industries

• Financial Services and Investment Management