Financial PlannerPrivate Wealth Management””Century City, CAAlpha Careers LLC is strategically partnering with a $3B RIA that is one of the oldest, largest, and fastest-growing independent wealth management firms in Los Angeles as they seek to identify a financial planner to their team.This is a unique opportunity to join a top-notch, dynamic organization that brings to bear almost a 30-year track record of success in providing holistic advice to affluent clients since its founding.
Their clients benefit from a broad array of traditional and alternative investment opportunities, and financial planning services that are strategically designed to ensure they are on the proper trajectory to meet their longer-term financial objectives.FINANCIAL PLANNER ROLE SUMMARYThe Financial Planner is primarily responsible for working closely with new and existing clients to deliver comprehensive financial planning services.
Clients include high-net-worth individuals and families, pension plans and non-profits.
The successful candidate will have experience in developing sophisticated financial plans for high-net-worth individuals and families by understanding the client’s needs, goals, and risk tolerances.Primary Responsibilities: Data gathering, scenario construction, cash flow projections, and related Monte Carlo analysisMeet regularly with existing and prospective clients to develop and review detailed financial plans and make recommendations for changes.Discuss tax planning, estate and trust planning, insurance policy and annuity review, philanthropic and charitable gifting, Medicare and Social Security analysis, and all other high impact financial and tax issues.Understanding of tax returns and related schedules.Qualifications: Bachelor’s degree (required)3-5 years of experience in the construction and presentation of comprehensive financial plansAbility to understand complete financial landscape of a client/prospective client and act as their financial advocate to deliver unbiased adviceAbility to articulate sound concepts (retirement, taxes, insurance, etc.) and gain trust with internal team members (Relationship Managers) and external clientsStrong client focus, proven ability to think in terms of client experience and perspectiveMust be highly motivated and personable with strong verbal and written communication skills, excellent judgment and analytical abilities, keen attention to detail and solid organizational skillsCFP® designation (or expected to obtain within 2 years of hire)Experience with eMoney preferredABOUT ALPHA CAREERS LLCAlpha Careers LLC is an executive search firm specializing in placing senior-level professionals and executives in the high and ultra-high net worth private client space at world-class wealth management organizations.
We strategically partner with each of our clients to understand their ideal candidate, business platform and corporate culture, and bring our extensive network of top talent to bear with the goal of helping them improve the quality and efficiency of their hiring process.The team at Alpha has a combined 50 years of private wealth management and talent acquisition experience within the industry.
They bring their tremendous hiring expertise, eye for talent and extensive professional network to wealth management firms and candidates across the country.Job Type: Full-timeExperience:creating and presenting financial plans: 2 years (Preferred)presenting financial plans to clients during meetings: 2 years (Preferred)Education:Bachelor’s (Required)Work authorization:United States (Required)Benefits offered:Paid time offParental leaveHealth insuranceDental insuranceHealthcare spending or reimbursement accounts such as HSAs or FSAsRetirement benefits or accountsEducation assistance or tuition reimbursement