Senior Wealth Advisor & Financial Planner

Ultimate Staffing; California; Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Bonus structure

Résumé du poste

Ultimate Staffing is seeking a Wealth Advisor / Financial Planner to provide comprehensive financial planning and investment guidance to individuals, families, business owners, and nonprofits in California. This role emphasizes relationship-building, personalized service, and fiduciary advice.

The ideal candidate will have CFP designation, extensive planning knowledge across retirement, estate, tax, and risk management, and the ability to collaborate with professionals to deliver tailored client

Qualifications

• CFP designation required or actively pursuing completion.
• Experience in financial planning, wealth management, investment advisory, or related financial services.
• Strong knowledge of retirement, estate, investment planning and wealth preservation.
• Excellent interpersonal and relationship-building skills.

Responsabilités

• Deliver comprehensive financial planning and wealth management solutions.
• Build and maintain long-term relationships with high-net-worth clients and organizations.
• Conduct client meetings to evaluate goals, risk tolerance, and investment objectives.
• Provide ongoing guidance and recommendations based on market conditions.
• Develop customized financial plans across retirement, estate, tax, and risk management.
• Coordinate with attorneys, CPAs, and other advisors as needed.

Connaissances

Relationship management

Financial planning

Investment advisory

Communication

Analytical skills

Formation

CFP designation

Outils

CRM systems

Financial planning software

Description du poste

Ultimate Staffing is seeking a Wealth Advisor / Financial Planner to provide comprehensive financial planning and investment guidance to individuals, families, business owners, and nonprofits in California. This role emphasizes relationship-building, personalized service, and fiduciary advice.

The ideal candidate will have CFP designation, extensive planning knowledge across retirement, estate, tax, and risk management, and the ability to collaborate with professionals to deliver tailored client