California Licensed Associate Financial Planner

Job Summary

A company is looking for an Associate Financial Planner to manage client relationships and deliver wealth management strategies.

Key Responsibilities

• Manage and deepen relationships with high-net-worth clients through proactive communication
• Prepare and deliver financial plans, investment policy statements, and comprehensive wealth strategies
• Collaborate with internal teams and external professionals to address various planning needs

Required Qualifications

• Advanced credential (CFP, CFA, CPA, EA, JD, Master's, or PhD) required
• 5-10+ years in financial services, with at least 2 years of direct client advising experience
• Proven track record of building and maintaining trusted client relationships
• Strong technical proficiency with Microsoft Office, CRM, and portfolio management tools
• Commitment to service excellence and upholding high ethical standards