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Senior Financial Planner UHNW Clients
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-01-20
Listing for:
Virtus Investment Partners
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading investment firm in Los Angeles is seeking a Senior Financial Planner to develop financial strategies for high-net-worth clients. This role involves creating personalized financial plans and collaborating with Wealth Advisors. The ideal candidate has a CFP designation, 5-8 years of experience, and possesses strong analytical and communication skills. The position offers a competitive salary of $100,000 to $121,000, along with comprehensive benefits including medical, dental, and wellness programs.
Up to 20% travel required.
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Position Requirements
10+ Years
work experience
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