Physician / California / Permanent / Certified Financial Wealth Planner Job

A financial services firm in California is currently seeking an experienced professional to join their staff in Los Angeles as their newCertified Financial Wealth Planner. In this role, the Certified Financial Wealth Planner is responsible for maintaining existing clients and helping to grow and expand the firm.

Responsibilities :

The Certified Financial Wealth Planner will :

• Manage client relationships with extensive client contact

Actively manages a client portfolio for the overall development and management of an investment strategy

Provides financial planning to the clients

Oversee the processes of opening accounts, drafting correspondence to clients, transferring / distributing assets

Respond to direct client requests

Ensure the continued development of new business developed through independent means and utilizing professional networking and direct solicitation

Perform other duties, as needed

Qualifications :

Bachelors Degree

Experience interfacing with High Net Worthclients

Established network of accounting and legal professionals in the local and regional markets.

Solid problem solving and time management skills

Great interpersonal skills

Excellent communication skills (written and verbal)

Strong attention to detail

Highly organized

Desired Skills :

CFP

Familiarity with Junxure, Advyzon, e-money, Morningstar, Zoom and Slack and other Client Reporting applications