Senior Financial Planner (Newport, Beach CA)
$76,500–$90,000 year
HybridNewport Beach, California, United States
Job Summary
Support advisors through all stages of planning, including preparation, updating, delivery, and implementation of financial plans based on clients' evolving situations. Prepare comprehensive financial plans in eMoney, conduct portfolio analysis using Orion or Morningstar, and execute tax planning with Holistiplan. Partner with advisor teams to deliver an exceptional client experience focusing on accuracy, timeliness, and accountability. Collaborate with Family Wealth Services and Investments to develop client strategies incorporating specific recommendations. Mentor, coach, and review output of other members of the Financial Planning Group while assisting with procedures to improve efficiency. Co-present financial planning concepts and analysis with advisors. Work requires 20% travel, standard business hours Monday through Friday with potential early or late hours, and hybrid availability.
Required Qualifications
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
- Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning
- Client facing experience with at least 6 years relevant experience preferred
- Excellent verbal, written, analytical and organizational skills
- Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer)
- Technical and analytical training and experience in financial planning
- Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment
- Ability to work independently without close supervision managing and prioritizing deliverables
- Must be highly flexible and confidential with all matters
- Ability to travel up to 20% required
- Availability during standard business hours of Monday through Friday from 8AM to 5PM
- Early or late hours availability to meet business tasks and deadlines for external and internal client needs
Desired Qualifications
- Master's Degree in Financial Planning
- Client facing experience with at least 6 years relevant experience preferred
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