Los Angeles-based investment advisory firm is seeking an experienced Senior Financial Planner to work closely with new and existing clients to deliver comprehensive financial planning services. The position requires heavy client interaction and the ability to lead client meetings.
Responsibilities 1. Work with Senior Advisors of the firm to deliver comprehensive financial planning to clients and prospects. The day-to-day includes:
Gathering data and organizing client information;
Constructing financial plans by entering data into eMoney;
Updating existing financial plans;
Delivering financial plans to clients;
Mentoring Associates of the firm on the financial planning process and topics.
2. Research miscellaneous financial planning questions/topics. 3. Undertake special projects (e.g., plan tracking, department metric analysis, etc.) as needed. 4. Operate as a resource to the firm on financial planning topics.
Requirements The requirements to qualify for the position are as follows:
Minimum of five years of experience in comprehensive financial planning.
Broad knowledge of all aspects of planning, including tax, estate planning, insurance, etc.
Experience with eMoney preferred.
Bachelor’s degree, preferably in accounting, finance or a related field.
CFP designation required. Other certifications (CPA, JD) desirable.
Client-facing experience with high net worth clients.
Strong organizational skills including the ability to handle multiple tasks and shifting priorities.
Demonstrated strong presentation and communication abilities, analytical skills and attention to detail.
About Westmount Asset Management
From the beginning, Westmount was independent and objective. We were among the first to adopt the fiduciary advisor model that eliminated commissions — and conflicts of interest. We innovated in many other areas that are becoming industry standards: delivering institutional-style investing for individuals; opening up access to real estate and other alternative investments; providing sophisticated financial planning; and, investing for positive social and environmental change.
Our proudest accomplishment is the tight-knit collective of talents we’ve brought together for our clients. Our team includes specialists in investment research, financial planning and client service, blending seasoned wisdom with fresh perspectives.
Many of our long-time clients have retired and put into effect the plans we’ve developed together. This experience is hugely gratifying, for them and for us. We’re also helping new generations of clients plan their futures with genuine confidence and enthusiasm. This is what Westmount is all about.