Financial Planning Specialist

Location: Pasadena, CA
Employment Type: Full-Time
Compensation: $90,000-$110,000 Base Salary + Target Bonus Opportunity (approximately 25% of base salary)

Position Summary

A highly respected independent wealth management firm is seeking a Financial Planning Specialist to support sophisticated financial planning engagements for affluent and high-net-worth individuals, families, and nonprofit organizations. This position works closely with advisors and investment professionals to develop comprehensive financial plans, analyze complex financial situations, and help clients achieve long-term financial goals. Unlike traditional advisor roles, this position is internally focused and does not require business development or maintaining a personal book of business.

Key Responsibilities

Financial Planning & Analysis

• Gather and analyze client financial information, including assets, liabilities, income, expenses, and long-term financial objectives.
• Develop comprehensive financial plans and wealth management recommendations.
• Prepare retirement projections, cash flow analyses, and planning scenarios.
• Assist with estate planning, tax planning, insurance reviews, philanthropic planning, and wealth transfer strategies.
• Support planning related to executive compensation, stock options, and employer-sponsored benefits.

Advisor & Client Support

• Partner with Investment Counselors to deliver customized planning recommendations.
• Prepare client-ready reports, financial plans, and presentation materials.
• Participate in strategy discussions and planning meetings.
• Provide ongoing support for complex client planning engagements.

Technology & Planning Systems

• Maintain and update client financial data within planning software platforms.
• Develop analyses and planning models using eMoney and other wealth management tools.
• Utilize CRM, portfolio management, and document management systems to support planning initiatives.
• Ensure accuracy and integrity of financial planning records and recommendations.

External Collaboration

• Coordinate with CPAs, attorneys, insurance professionals, and other trusted advisors.
• Gather and synthesize complex financial information from multiple sources.
• Support implementation of client planning recommendations through collaboration with internal and external stakeholders.

Qualifications

Required

• 5+ years of financial planning, wealth management, or investment advisory experience.
• Strong financial planning expertise across retirement, tax, estate, insurance, and investment planning.
• Advanced hands-on experience with eMoney financial planning software.
• Experience working within a Registered Investment Advisor (RIA) or wealth management environment preferred.
• Strong analytical, problem-solving, and presentation skills.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong Microsoft Office skills.

Preferred

• CFP® Candidate or CFP® coursework completed.
• Experience with eMoney, Orion, Salesforce CRM, and RedBlack.
• Experience working with high-net-worth individuals and families.
• Knowledge of executive compensation, stock plans, and wealth transfer strategies.

Ideal Background

Financial Planning Specialist
Financial Planner
Wealth Planning Associate
Wealth Management Analyst
CFP Candidate
Financial Planning Associate
Private Client Planning Specialist
Retirement Planning Consultant

Benefits & Compensation

• Base Salary: $90,000-$110,000 DOE
• Target Annual Bonus: 25% of Base Salary
• Comprehensive Benefits Package
• All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.