Wealth Planning Specialist (CFP) for High-Net-Worth Clients

Beacon Pointe Advisors LLC; Newport Beach (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial advisory firm in Newport Beach, CA is seeking an experienced Financial Planner to join their Financial Planning Department. The role involves creating financial plans, managing data, and engaging with Wealth Advisors to enhance client services for high-net-worth individuals and families. Ideal candidates have a CFP® designation, a Bachelor's degree, 3-5 years of experience, and proficiency in Microsoft Office. This dynamic position includes responsibilities like client meetings and comprehensive financial planning.

Qualifications

• CFP® designation required.
• Bachelor's degree in Finance, Business, or Economics preferred.
• 3-5 years of financial planning experience required.
• Proficiency in Salesforce and eMoney preferred.
• Strong analytical, investigative, and critical thinking skills required.

Responsibilities

• Participate in client meetings with Wealth Advisors.
• Provide financial planning via phone and email.
• Educate clients on financial wellness.
• Assist in creating content on financial planning topics.
• Support associate planners on eMoney.
• Participate in team projects and firm initiatives.

Skills

Analytical skills

Communication skills

Critical thinking

Investigative skills

Proficiency in Salesforce

Proficiency in eMoney

Education

Bachelor’s degree in Finance, Business or Economics

CFP® designation

Tools

Microsoft Office

Job description

A leading financial advisory firm in Newport Beach, CA is seeking an experienced Financial Planner to join their Financial Planning Department. The role involves creating financial plans, managing data, and engaging with Wealth Advisors to enhance client services for high-net-worth individuals and families. Ideal candidates have a CFP® designation, a Bachelor's degree, 3-5 years of experience, and proficiency in Microsoft Office. This dynamic position includes responsibilities like client meetings and comprehensive financial planning.