About Company / Opportunity: We are an Independent RIA firm based in El Segundo, California, seeking a polished and seasoned CFP professional for a client facing relationship management role. Our firm serves the needs of high net worth and ultra-high net worth individuals and their families.
Responsibilities:
Primary or lead relationship manager for a subset of HNW and UHNW clients, managing the day to day advisory and estate planning needs
Delegating to colleagues and team members to ensure advisory and service needs are met while maintaining an elevated level of service
Be the conduit between leadership, client service teams, and clients to execute on advisory, estate planning, governance, organization, service, and ad hoc client requests and projects
Interact with third party portfolio managers and/or their teams on details of transactions, valuations, and investment financial statements
Draft and present client-facing and internal guidance memos related to client day to day investment transaction process and planning.
Must-Have Skills:
CFP designation
5+ years of experience in the financial planning industry & minimum 2 years in a financial planning role
Fiduciary mindset and focus driven, with a strong sense of accountability, obligation, and dedication to client needs
Nice to Have Skills:
Familiarity with planning software such as eMoney
Prior experience working with sophisticated multi-generational clients