Financial Planner

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Job description

Financial Planner | $120K + Bonuses | 401k | Profit sharing | unlimited PTO | WFH hybrid

Are you ready to elevate your career with an established wealth management company where you can grow yourself personally and professionally? We're hiring a polished, growth-minded Financial Planner with CFP designation to service our existing households and effectively innovate and streamline processes. This role offers you the opportunity to leverage your demonstrated knowledge of financial planning, analysis, and implementation techniques while building our Financial Planning Department from the ground up and contributing to the firm's rapid growth.

As our Financial Planner, you will create a comprehensive financial planning effort for our firm. You will provide outstanding collaborative client service to our existing client base and contribute to business development efforts. Interacting with high-net-worth individuals, executives, and business owners, you're confident being yourself. Extremely analytical and a great listener, you will gather data, draft goals, and create financial plans that speak to our valued clients.

For 27 years, Kensington Investment Counsel has been Identifying, capturing, and managing a broader range of investment opportunities that empower our clients. We strive for continuous improvement and exceptional service, with integrity and respect. As a family-owned business, we know it all starts with our team. Join us today!

Day-to-Day as Financial Planner:

• Work with a high-performing & growth-orientated team in downtown Long Beach
• Develop a comprehensive financial planning strategy for the firm
• Provide technical financial support to clients and colleagues
• Deliver private client/integrated wealth/emerging wealth service model to 70 households
• Manage ongoing client service while taking on new clients
• Grow yourself personally and professionally with the support of your team with the goal to advance into Head of the Department, and have fun in the process
• Be financially rewarded for putting in the hard work

What You Bring as Financial Planner:

• 2+ years' proven experience in a financial support role within wealth management
• Bachelor's Degree and Certified Financial Planner designation
• Excellent attention to detail and time management skills
• Ability to begin taking on clients immediately
• Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
• Outstanding ability to communicate, present and influence your team and clients

Next step? Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management, steering client relationships that drive results. Kensington Investment Counsel offers a competitive salary, medical benefits, and unlimited PTO!