Top Financial Planner Jobs in Los Angeles, CA

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 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.

Provide advanced financial planning support to Advisors and clients: gather and summarize financial, insurance, estate, and tax information; create analyses and plans using MoneyGuide Pro, eMoney, and Morningstar; record client activity in Salesforce; present planning concepts; serve as a technical planning SME and mentor; contribute to team resources and training.

Assist in preparing personalized financial plans by analyzing client documents and data, utilizing financial planning tools, and collaborating with teams for a seamless client experience.

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.

The Financial Planner delivers comprehensive financial planning to HNW clients, assists in analyses, participates in client meetings, and uses planning software for projections.

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.