Wealth Planner
$85,000–$125,000 year
On-sitePasadena, California, United States
Job Summary
Customize standard contracts, obtain custodian forms, and coordinate account openings and cash transfers for new clients. Process electronic checks, wires, and trading tasks while maintaining CRM data and generating reports for client meetings. Conduct independent research to build financial plans and develop recommendations with a Wealth Advisor. Schedule client interactions, resolve inquiries via phone, and ensure timely submission of all transaction requests. Utilize e-Money and Salesforce for data entry and ongoing quality control. Bachelor's degree, Series 65, and 4+ years of financial planning experience required.
Required Qualifications
- Bachelor's degree
- Series 65
- 4+ years financial planning, estate planning and/or tax planning/ preparation experience
- Pursuing or has attained a CFP®
- Ability to talk to clients independently
- Ability to train and mentor Client Service Associates
- Ability to develop wealth planning and investment recommendations and present to clients when applicable
- Exceptional problem-solving skills
- Ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
- Must accept and thrive in a fast-paced, changing environment
- Ability to build and maintain relationships with potential and current clients
- Tenacious about doing what is right for the client – always
- Applicants must be authorized to work for any employer in the U.S.
Desired Qualifications
- Working knowledge of e-Money
- Salesforce
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