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Senior Financial Planner

Location
Los Angeles, California
Job Type
Permanent
Posted
14 Feb 2021

Job Description:

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.


Established in 1990, Westmount is one of the oldest and largest independent RIA firms in Los Angeles, with approximately $3.5 billion in assets under management. Our clients include high-net-worth individuals and families, non-profits and pension plans.

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.) on an as-needed

basis.


4. Operate as a resource to the firm on financial planning topics.


Requirements:

  • Minimum of five years of experience in comprehensive financial planning.
  • Broad knowledge of all aspects of financial 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.


COMPANY DESCRIPTION

Since we established Westmount in 1990, our vision has been clear. Be an incubator for innovative thinking, whether that's being one of the earliest firms to adopt a business model that puts clients' interests first, embracing alternative investments like real estate and private debt, or providing leading-edge financial planning.


There's something else: our people. Westmount strives to be a magnet for the top young talent in wealth management by providing thoughtful mentoring, a supportive environment for growth and the freedom to pursue fresh new ideas on behalf of our clients. That mindset has allowed us to assemble one of the sharpest, most dynamic advisory teams in LA.


Ultimately, our goal is to be LA's "go to" firm. So far, so good. Our clients represent a broad cross-section of the city's most successful people. Our exceptional team continues to grow.

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Details

  • Job Reference: 231850950-2
  • Date Posted: 14 February 2021
  • Recruiter: Westmount Asset Management
  • Location: Los Angeles, California
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent