Confidential Hiring for Financial Planning Service Advisor Job at Los Angeles, CA Full Time

Financial Planning Professional (Service Advisor)

El Segundo, CA

Summary

The Service Advisor is a critical contributor to our highly skilled team or professionals. It encompasses retirement, business, tax, bookkeeping, business management and estate planning for our high net worth clients. We are seeking an enthusiastic and results-oriented individual with a proven record of achieving goals and demonstrating expertise in wealth management analytics.

Main Job Tasks, Duties and Responsibilities

• Work with advisors to provide ongoing service and maintaining existing client relationships
• Interact with clients and become one of their main points of contact
• Collaborate with a team and different departments within the firm to help service existing client relationships in a holistic way
• Collect, validate, and analyze financial data
• Create and update financial plans for clients while also preparing planning recommendations
• Present and run financial planning meetings for clients
• Monitor client portfolios and assist with any account maintenance

The ideal candidate will have:

• Developed comprehensive financial plans for high net worth clients covering protection

planning, cash flow and debt management, investment strategies, college planning, income tax

planning, retirement and estate planning.

• Highly proficient with E Money financial planning software to enter client data, calculate solutions and creatively explore options to implement comprehensive and situational plans.
• Highly proficient with both the Schwab and Fidelity platforms
• The ideal candidate should be self-motivated including having a curiosity for learning all things financial and the application to client and prospective client situations.
• This client facing position requires excellent verbal and written communication skills. System and process oriented, the individual will also be responsive as well as proactive to clients needs.
• The ability to work with a team of highly skilled professionals including taking direction, following through and motivation to grow within the firm professionally.

Requirements:

• Bachelor’s degree in finance, accounting, economics or similar
• 5 Years’ experience in wealth management/family office for high net worth clientele
• Series 65 Licensed
• CERTIFIED FINANCIAL PLANNER™ required
• CPA designation a plus, but not required
• CLU designation a plus, but not required
• Proficiency with Fidelity or Schwab planning platform
• Strong technical and analytical skills
• Excellent verbal and written communication and organizational skills and keen attention to detail
• Proficiency using Excel, MS Office
• High degree of accuracy and attention to detail combined with the ability to apply this to work performed under deadlines
• Strong organization skills and ability to handle multiple projects at the same time and complete them in a timely manner

Job Type: Full-time

Pay: $75,000.00 – $120,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Financial Planning, Wealth Management/Family Office: 5 years (Preferred)

License/Certification:

• Series 65 License (Preferred)

Work Location: Multiple Locations