Lead Financial Planner

Overview

Lead Financial Planner
Apella Wealth | Huntington Beach, CA

Build Deep Client Relationships. Grow Your Career. Do Work That Matters.

Apella Wealth is growing—and our Huntington Beach office is adding experienced Certified Financial Planner® professionals to meet increasing client demand.

This is a rare opportunity to step into a well-supported, high-trust financial planning role within a national, fee-only RIA—while working closely with a collaborative local team led by seasoned CFP® practitioners and leaders in the profession.

If you love comprehensive financial planning, value strong teamwork, and want a clear path for professional growth without pressure to “sell,” we’d love to meet you.

As a Lead Financial Planner, you’ll serve as a primary advisor
, leading client relationships and delivering holistic financial planning.

• Lead client relationships with empathy, transparency, and fiduciary care
• Build and manage comprehensive plans across:
  • Investments
  • Retirement
  • Tax Estate
  • Insurance and risk management
• Conduct and lead client meetings (in-person and virtual)
• Partner with CPAs, estate attorneys, and internal teammates
• Work closely with dedicated support planners and client services professionals for execution and service
• Participate in business development efforts through referrals and aligned prospect conversations

This is a planning-first role—not commission-driven or cold-calling focused.

• CFP® certificant with 4–7 years of financial planning experience
• Confident leading client meetings and guiding complex conversations
• Empathetic, ethical, and genuinely client-centered
• Organized, thoughtful, and comfortable balancing multiple relationships
• Collaborative by nature—you enjoy being part of a strong team

• Bachelor’s degree
• CFP® designation required
• Experience across retirement, investment, tax, estate, and insurance planning
• Ability to work primarily in person in our Huntington Beach office

This role offers increasing autonomy, deeper client relationships, and clear long-term growth as Apella continues to expand—locally and nationally.

You’ll be supported by experienced leadership, strong systems, and a team that wants you to succeed.

• Unlimited paid time off
• Competitive salary based on experience
• 401(k) with 4% company match
• Medical insurance coverage
• Life and disability insurance
• Ongoing professional development and CE support
• The chance to help shape the future of a growing regional team

If you’re an experienced CFP® professional who loves financial planning and wants to grow with a firm that values people and purpose, we’d love to connect.

Please submit your resume to