Top Financial Planner Jobs in Los Angeles, CA

Lead advanced financial planning and tax strategies for ultra-high-net-worth clients. Develop trust, estate, charitable, wealth-transfer, liquidity, equity compensation, and business-exit strategies; partner with advisors, clients, CPAs, and attorneys; review team deliverables; identify tax-alpha opportunities; and support business development.

Prepare and present comprehensive financial plans for high-net-worth and ultra-high-net-worth clients. Analyze financial circumstances, develop recommendations, coordinate with wealth-management teams, and address retirement, estate, tax, insurance, charitable, and succession planning. Build trusted client relationships, maintain planning workflows, present to clients and prospects, and collaborate with internal and external professionals. Higher levels mentor colleagues, handle complex cases, and improve planning processes and capabilities.

The Senior Financial Planner will create personalized financial plans and collaborate with Wealth Advisors to support high-net-worth clients, focusing on estate, tax, and investment strategies while ensuring client communication and analysis of planning progress.

As a Lead Financial Planner, you will guide members aged 55+ through retirement planning, manage relationships, and conduct strategy sessions. You will focus on financial life coaching, cash flow management, and complex planning issues while leveraging a supportive tech platform.

As a Financial Planner, you will provide comprehensive planning support, evaluate member needs, and coordinate solutions in the absence of Senior Planners. You'll assist members, manage client relationships, and utilize in-house technology to enhance the planning process.

Support lead and senior planners by preparing meetings, onboarding clients, mastering planning tools, owning recurring processes, conducting research, and delivering high-quality, detail-oriented planning support for ultra-high-net-worth clients in a fast-paced, remote multi-family office.

As a Senior Financial Planner, you'll provide comprehensive financial guidance to members, helping them achieve their financial goals through remote coaching, relationship management, and technology utilization.