Certified Financial Planner
: Job Details :

Mike Cox of Robert Half is currently recruiting a newly created role Director, Financial Planner/Advisor/Relationship for a high growth, Independent Registered Investment Advisory firm based out of Los Angeles.

Reporting to the Chief Operating Officer, the Director, Financial Advisor/Relationship is a business critical position which will serve as client facing relationship management role.

My client supports high net worth and ultra-high net worth individuals and their families.

You will be the lead relationship manager for a subset of clients and be the conduit between leadership, client service teams, and clients to execute on advisory, estate planning, governance, organization, service, and ad hoc client requests and projects.

Qualified candidates should have:

• Bachelors degree in business, finance or accounting and a current CFP license is required.
• 3+ years recent experience as a Certified Financial Planner, with experience of sophisticated trusts and estates, and planning software such as eMoney.

Benefits include:

• Competitive compensation and bonus structure.
• Path to profit and equity participation.
• 401(k) with employer Safe Harbor contribution.
• Unlimited PTO.
• 100% premium paid health insurance for employees.
• Annual team trips and events.