Financial Planner (Woodland Hills / Los Angeles, CA)

Overview

This is an entry-level financial planning position within a centralized Financial Planning Group that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans.

In this role, you will be responsible for document analysis, data management, and financial plan preparation. You will prepare comprehensive financial planning modules using various software and proprietary tools, and collaborate with in-house specialists in investments, tax, estate planning, and insurance solutions.

Responsibilities

• Prepare financial plans for prospective clients and clients, including:
  • Spending plans
  • Investment analysis
  • Retirement projections
  • Social Security analysis
  • Education-funding analysis
  • Stock options analysis
  • Estate-planning analysis
  • Tax planning
  • Asset protection
  • Risk management needs analysis
• Work with the sales team and advisors to collect client documents needed to prepare the financial plan.
• Use financial planning tools (including eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, and portfolio analysis) to create financial plans.
• Partner with sales and wealth advisor teams to deliver an exceptional client experience focused on accuracy and timeliness.
• Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant, specific recommendations for each client.
• Stay current on financial planning topics, including (but not limited to) cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
• Assist with creating and implementing workflows and procedures to improve efficiency and enhance team processes.

Requirements

• Bachelor’s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related)
• Begun CFP® coursework
• At least 1 year of financial industry related experience preferred
• Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred
• Excellent verbal, written, analytical, and organizational skills
• Demonstrated ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Customer service orientation, coachable, and eager to learn
• Highly flexible and able to maintain confidentiality in all matters
• Ability to travel up to 10%

Preferred Qualifications

• Experience with financial planning tools and workflows supporting client financial plan preparation

Compensation & Benefits

Base pay range

• $89,250 - $105,000 USD (actual base pay within this range will be based on geographic location, relevant experience, education, skills, and licenses/certifications)

Incentive compensation

• Eligible to earn incentive compensation through an incentive compensation program.

Benefits

• Company-paid Basic Life & AD&D insurance
• Company-paid Short-Term and Long-Term Disability insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plan options (including two High Deductible Health Plans and a Traditional Co-Pay medical plan)
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision insurance plan
• Dependent Care Savings Account for child and dependent care
• 14 company-paid holidays, including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company-paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for care needs including aging parents, young children, and life’s challenges
• 401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from professionals at preferred employee pricing

Work Schedule

• Monday through Friday, 8AM to 5PM
• At times, early or late hours may be required to meet business tasks and deadlines for external and internal client needs.

Working Conditions

• Professional office environment or a dedicated home office workspace free of interruptions
• Basic technology needs provided
• Routine sitting and standing for periods of time
• No heavy lifting over 10 lbs.
• Travel assumed up to 10% of the time.

Equal Opportunity

• Equal opportunity employer; does not discriminate based on characteristics protected by applicable federal, state, or local law.
• Participates in E-Verify and complies with federal employment eligibility verification requirements.

Accommodation Notice

• Accommodation requests during the application or hiring process are available upon request.