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Lead Financial Planner, CFP — Planning-First
Job in
Huntington Beach, Orange County, California, 92615, USA
Listed on 2026-02-01
Listing for:
Apella Wealth
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A growing financial planning firm in Huntington Beach is seeking a Lead Financial Planner to serve as a primary advisor. This role focuses on building deep client relationships and delivering comprehensive financial planning without pressure to sell. Ideal candidates are CFP® certificants with 4-7 years of experience, emphasizing empathy and collaboration. The position offers competitive benefits including unlimited paid time off and a 401(k) plan with company match.
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