Private Wealth Financial Planner

Overview

We are a fast-growing, client-centered boutique firm dedicated to transforming lives through deeply personalized wealth management. Our approach delivers sophisticated strategies with precision, integrity, and care, creating clarity and confidence for ultra-high-net-worth individuals and families while fostering enduring, multi-generational relationships. Our diverse client base reflects many facets of our shared cultural heritage, and our entrepreneurial clients are among the most rewarding to work with. Advocating for clients is the highest honor we pursue.

About the Role

We are seeking a Private Wealth Financial Planner to take a central role in delivering comprehensive strategies and an exceptional client experience. This influential position thrives in a collaborative, growth-oriented environment. You will lead and support advanced planning for ultra-high-net-worth individuals and families while elevating the firm’s overall planning culture.

What We Look For in a Teammate

• Client-first and relationship-driven approach
• Highly detail-oriented and analytical mindset
• Confident communicator who can simplify complex strategies
• Strong listening skills and a willingness to learn from others
• Empathy and kindness in all interactions
• Collaborative and team-oriented attitude
• Growth-minded with a passion for continuous improvement

Responsibilities

• Serve as the lead planner for ultra-high-net-worth and complex client relationships
• Develop, present, and maintain comprehensive financial plans covering retirement, tax, estate, risk management, and investment planning
• Translate complex strategies into clear, actionable recommendations
• Build trusted, long-term relationships through proactive communication and high-touch service
• Participate in and lead client meetings, reviews, and follow-up strategy implementation
• Ensure a seamless, white-glove client experience
• Collaborate with advisors and external professionals (CPAs, estate attorneys, etc.) on advanced planning strategies
• Contribute to sophisticated planning opportunities that support revenue growth and deepen client relationships
• Conduct financial modeling, scenario analysis, and planning projections and align investment strategies with comprehensive plans
• Contribute to firm-wide planning standards and best practices
• Support internal education around financial planning strategies
• Identify opportunities to improve systems, technology, and workflows
• Help drive organic growth through exceptional service and referrals

Qualifications

• CFP designation required
• Series 65 preferred
• 3–5+ years of advanced financial planning experience, preferably with ultra-high-net-worth clients
• Strong technical knowledge across retirement, tax, estate, and investment planning
• Experience presenting financial plans directly to clients
• Bachelor’s degree in finance, business, or related field
• Knowledgeable in Excel, eMoney, tax, and planning software

Education & Experience Details

• Bachelor’s degree (Required)
• Wealth management: 5 years (Required)
• Financial planning: 3 years (Required)
• Certified Financial Planning: 5 years (Required)

Licenses & Certifications

• CFP (Required)
• Series 65 (Required)

Compensation, Benefits & Location

Salary: $140,000.00 - $155,000.00 per year

• 401(k) matching
• Health insurance
• Retirement plan

Work Location: Hybrid remote in Los Angeles, CA 90012

Apply

Please get in touch today so that we can get to know you and discuss how you might fit within our team. We welcome a diverse pool of applicants from various backgrounds to apply and explore what the firm offers and whether it could be a good fit for both sides.