Senior Financial Planner for UHNW Clients

Virtus Investment Partners, Inc; Los Angeles (CA); On-site; USD 100,000 - 121,000; Full time

Benefits offered by this job

Competitive Pay

Medical, Dental, and Vision Insurance

Wellness Program

Tuition Reimbursement

24-Hour Employee Assistance Program

Job summary

A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills and extensive experience in financial planning. The selected candidate will work closely with Wealth Advisors and oversee complex financial needs, ensuring tailored solutions for clients. A competitive salary ranging from $100,000 to $121,000 with an extensive benefits package is offered, reflecting the value of teamwork and client-focused culture.

Qualifications

• Certified Financial Planner (CFP) designation is required.
• 5-8+ years of experience delivering financial planning for HNW/UHNW clients.
• Outstanding oral and written communication skills.

Responsibilities

• Create personalized financial plans and tax analyses for clients.
• Collaborate with Wealth Advisors to deliver client financial plans.
• Conduct research related to planning strategies and tax law.

Skills

Financial planning expertise

Analytical skills

Communication skills

Relationship-building

Team collaboration

Initiative

Education

Certified Financial Planner (CFP)

Bachelor's degree in accounting, finance or economics

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

eMoney

Holistiplan

Job description

A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills and extensive experience in financial planning. The selected candidate will work closely with Wealth Advisors and oversee complex financial needs, ensuring tailored solutions for clients. A competitive salary ranging from $100,000 to $121,000 with an extensive benefits package is offered, reflecting the value of teamwork and client-focused culture.