Financial Planner

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1B AUM RIA / servicing UHNW clients and advisors / hybrid

This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $150,000 - $180,000 per year

A bit about us:

We’re a growing, independent wealth management firm serving high- and ultra-high-net-worth clients. With more than $1 billion in assets under management and a close-knit team, we pair sophisticated financial planning with highly personalized service. Our culture values ownership, collaboration, and the ability to make complex decisions feel clear and manageable for clients.

Why join us?

Focus on complex planning alongside senior advisors rather than independently managing a book of relationships.

Contribute to sophisticated strategies for ultra-high-net-worth clients.

Collaborate with attorneys, accountants, and other professionals to bring the full financial picture together.

Make a meaningful impact within a small, growing team where your expertise and ideas matter.

Premium health, dental, and vision insurance, generous PTO, 401(k), bonus structure, work from home Fridays, and paternity leave

Job Details

You’ll work behind the scenes alongside senior advisors to develop and coordinate comprehensive financial plans. This is a technically demanding, relationship-sensitive role for someone who pairs deep expertise with discretion, empathy, and a collaborative approach.

What you’ll do:

Analyze complex financial situations and develop integrated planning recommendations.

Support tax and estate planning in coordination with clients’ attorneys and accountants.

Prepare planning analyses and materials that help advisors communicate recommendations clearly.

Coordinate with internal teams and external professionals to support implementation and follow-through.

Participate in client discussions as needed, translating technical concepts with clarity and sensitivity.

What you’ll bring:

Approximately 5–7 years of relevant financial planning, tax, estate planning, or related experience.

One or more of the following: CFP, CPWA, a tax-focused LLM, or a JD with a tax or estate planning focus.

Experience addressing complex planning needs for high- or ultra-high-net-worth clients.

A background in wealth management, a family office, a law firm, or a tax advisory firm.

Strong emotional intelligence and the ability to collaborate effectively with clients, advisors, and outside professionals.

Comfort working independently, navigating evolving priorities, and balancing technical rigor with a thoughtful client experience.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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