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Private Wealth Financial Planner

TPM Placement Los Angeles, CA

28d ago

$140k - $155k/yr Full time Bachelor's Degree CFP Client Relationship Management

Bachelor's Degree CFP Client Relationship Management

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Job Description

Overview

We are a fast-growing, client-centered boutique firm dedicated to transforming lives through deeply personalized wealth management. Our approach delivers sophisticated strategies with precision, integrity, and care, creating clarity and confidence for ultra-high-net-worth individuals and families while fostering enduring, multi-generational relationships. Our diverse client base reflects many facets of our shared cultural heritage, and our entrepreneurial clients are among the most rewarding to work with. Advocating for clients is the highest honor we pursue.

About the Role

We are seeking a Private Wealth Financial Planner to take a central role in delivering comprehensive strategies and an exceptional client experience. This influential position thrives in a collaborative, growth-oriented environment. You will lead and support advanced planning for ultra-high-net-worth individuals and families while elevating the firm’s overall planning culture.

What We Look For in a Teammate

Client-first and relationship-driven approach
Highly detail-oriented and analytical mindset
Confident communicator who can simplify complex strategies
Strong listening skills and a willingness to learn from others
Empathy and kindness in all interactions
Collaborative and team-oriented attitude
Growth-minded with a passion for continuous improvement

Responsibilities

Serve as the lead planner for ultra-high-net-worth and complex client relationships
Develop, present, and maintain comprehensive financial plans covering retirement, tax, estate, risk management, and investment planning
Translate complex strategies into clear, actionable recommendations
Build trusted, long-term relationships through proactive communication and high-touch service
Participate in and lead client meetings, reviews, and follow-up strategy implementation
Ensure a seamless, white-glove client experience
Collaborate with advisors and external professionals (CPAs, estate attorneys, etc.) on advanced planning strategies
Contribute to sophisticated planning opportunities that support revenue growth and deepen client relationships
Conduct financial modeling, scenario analysis, and planning projections and align investment strategies with comprehensive plans
Contribute to firm-wide planning standards and best practices
Support internal education around financial planning strategies
Identify opportunities to improve systems, technology, and workflows
Help drive organic growth through exceptional service and referrals

Qualifications

CFP designation required
Series 65 preferred
3–5+ years of advanced financial planning experience, preferably with ultra-high-net-worth clients
Strong technical knowledge across retirement, tax, estate, and investment planning
Experience presenting financial plans directly to clients
Bachelor’s degree in finance, business, or related field
Knowledgeable in Excel, eMoney, tax, and planning software

Education & Experience Details

Bachelor’s degree (Required)
Wealth management: 5 years (Required)
Financial planning: 3 years (Required)
Certified Financial Planning: 5 years (Required)

Licenses & Certifications

CFP (Required)
Series 65 (Required)

Compensation, Benefits & Location

Salary: $140,000.00 - $155,000.00 per year

401(k) matching
Health insurance
Retirement plan

Work Location: Hybrid remote in Los Angeles, CA 90012

Apply

Please get in touch today so that we can get to know you and discuss how you might fit within our team. We welcome a diverse pool of applicants from various backgrounds to apply and explore what the firm offers and whether it could be a good fit for both sides.

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