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

Position Summary

A respected and growing wealth management firm is seeking an experienced Wealth Advisor / Financial Planner to provide comprehensive financial planning and investment guidance to individuals, families, business owners, and nonprofit organizations.

This is an excellent opportunity for a relationship-driven professional who is passionate about helping clients navigate complex financial decisions, build long-term wealth, and achieve their financial goals. The ideal candidate will have strong financial planning expertise, exceptional client relationship skills, and the ability to develop customized strategies across investments, retirement planning, estate planning, tax planning, and risk management.

Key Responsibilities

Client Advisory & Relationship Management

• Serve as a trusted advisor to clients by delivering comprehensive financial planning and wealth management solutions.
• Build and maintain long-term relationships with high-net-worth individuals, families, and organizations.
• Conduct client meetings to evaluate financial goals, risk tolerance, and investment objectives.
• Provide ongoing guidance and recommendations based on changing financial circumstances and market conditions.
• Deliver an exceptional client experience through proactive communication and personalized service.
• Develop and implement customized financial plans tailored to client objectives.
• Analyze retirement, estate, education, tax, insurance, and cash flow planning needs.
• Monitor plan progress and recommend adjustments as necessary.
• Educate clients on financial planning concepts and investment strategies.

Investment Management

• Assist clients with investment planning, asset allocation, and portfolio strategy.
• Review portfolio performance and recommend appropriate investment solutions.
• Collaborate with internal investment professionals to ensure client portfolios remain aligned with goals and objectives.
• Monitor economic and market trends that may impact client portfolios.

Business Development

• Cultivate new client relationships through networking, referrals, and community involvement.
• Identify opportunities to expand relationships with existing clients.
• Participate in professional organizations, industry events, and networking activities.
• Contribute to the continued growth of the firm's advisory practice.
• Partner closely with advisors, analysts, and support staff to deliver comprehensive client solutions.
• Work collaboratively with attorneys, CPAs, and other professional advisors when appropriate.
• Maintain thorough and accurate client records in accordance with regulatory requirements.

Qualifications

Required

• CFP® designation required or actively pursuing completion.
• Experience in financial planning, wealth management, investment advisory, or related financial services roles.
• Strong knowledge of retirement planning, estate planning, investment management, and wealth preservation strategies.
• Excellent interpersonal, communication, and relationship-building skills.
• Strong analytical and problem-solving abilities.
• High degree of professionalism, integrity, and fiduciary mindset.
• Ability to manage multiple client relationships while maintaining exceptional service standards.

Preferred

• Experience working with high-net-worth and ultra-high-net-worth clients.
• Existing book of business or demonstrated business development success.
• Series licenses and/or additional financial planning credentials.
• Experience with financial planning software and CRM systems.

Ideal Background

What We’re Looking For

• Relationship-focused and client-centric.
• A strong communicator who can simplify complex financial topics.
• Entrepreneurial and growth-oriented.
• Positive, collaborative, and team-focused.
• Passionate about helping clients achieve financial success.
• Committed to delivering a high level of personalized service.

Why Consider This Opportunity?

• Established and respected advisory environment.
• Strong operational and planning support.
• Opportunity to work with sophisticated clients and complex planning needs.
• Collaborative team culture.
• Competitive compensation and bonus structure.
• Long-term career growth and advancement opportunities.
• Ability to make a meaningful impact on clients’ financial futures.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.