Job Details |
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| Financial Planner/Associate - Hybrid Remote | |
| Job ID: | 00004HYY |
| Category: | Accounting |
| Location: | CA Westlake Village |
| Hours: | 40 Monday to Friday 8am to 5pm |
| Pay: | $70,000.00 $80,000.00 |
| Great Financial Analyst position Westlake Village | |
| Job Description Leading global wealth management firm that offers diversified international wealth management services is in search of a Financial Planner to support the firms Wealth Management Group. This is an associate position and will play an integral role in the firms growth strategy. The Wealth Management team focuses on delivering the full scope of the firms wealth and advanced planning capabilities to private clients, foundations, endowments, and investment advisors. Working with our senior investment professionals to construct capital asset forecasts. Analyzing client portfolios to create personal wealth forecasts, investment plans, and investment policy statements. Managing the creation and quality of wealth forecast presentations. Liaising with other departments internally including all Advisors, Senior Portfolio Managers, SalesMarketing, Trading, and Investment Operations. Overseeing the firms planning software updates to reflect current capital asset projections, tax, legal, and regulatory environment. Producing firmwide planning and strategy research. Benefits include discretionary bonus opportunity, participation and coverage under the company health care plan and 401k plan, reimbursement up to 75 a month for memebership fees paid as part of the company Wellness Program, flexible and responsible unlimited paid time off, company sponsorship in continuing education. | |
| Skills Required BA Degree. 3+ yrs exp in wealth planning. Strong analytical and quantitative skills. Understanding of financial markets. Strong attention to detail and communication skills. | |
| Skills Preferred CPWA or CFP designations are preferred but not required. | |