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
• Collaborative Team Environment
• Career Growth Opportunities
• Exposure to Sophisticated High-Net-Worth Planning Cases
• No Personal Business Development Requirements