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    Sr. Financial Planning Associate - Los Angeles, United States - Claire Myers Consulting

    Claire Myers Consulting
    Claire Myers Consulting Los Angeles, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description
    Compensation - $75,000-90,000 base salary with 20% annual bonus.

    Our client is a boutique Wealth Management Advisory firm that focuses on designing a personalized plan and helping clients execute it by safely navigating their financial journey and having meaningful adventures along the way.

    They are currently seeking a Sr. Financial Associate to join their team.

    Responsibilities
    • Collaborate with Advisors to develop and deliver consistent plans aligned with planning best practices and assumptions
    • Collaborate with Advisors to establish the prospective client's financial plan. This may include risk management illustrations and wealth management proposals
    • Develop a solid understanding of the firm's planning operations, pilot new programs, and manage compliance to ensure the practice exceeds standards
    • Work on formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client
    • Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships
    • Manage and supervise formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client individually
    • Increase assets under management from an assigned client base (as applicable)
    • Develop new revenue opportunities from outside sources
    • Connect with and develop relationships with existing client's next generation
    • Maintain familiarity with the industry and economic trends
    • Maintain knowledge of and show the ability to apply compliance standards
    • Works collegially and productively with clients, peers, and other team members
    Qualifications
    • 3+ years of experience in Financial Services
    • Understanding and ability to articulate Financial Planning
    • CFP is preferable but not required
    • Excellent verbal, written, and presentation communication skills
    • Insurance License: Life, Health, Long Term Care
    • Familiarity with Microsoft Office Suite, Adobe Acrobat, and CRM (preferred)
    • Comfortable manipulating, archiving, and moving electronic documents
    • Commitment to professional development
    Compensation
    • $75,000-90,000 base salary with 20% annual bonus.
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