Claire Myers Consulting
Financial Planning Specialist (Lakewood)
Claire Myers Consulting, Lakewood, California, United States, 90715
Compensation
$85,000 to $130,000 base plus bonus
Our client, a growing wealth management team, is seeking a Financial Planning Specialist to support a group of six Advisors by preparing planning work, keeping deliverables organized, and ensuring weekly meeting schedules are fully planned and ready. This person will operate 2 to 3 steps ahead, anticipate needs, and enjoy the problem-solving side of planning work.
This role is planning forward with very minimal client interaction and no business development expectations. The ideal person enjoys financial planning at a deep technical level, is highly organized, and thrives in an environment where preparation and follow-through fuel success.
Key Responsibilities:
Financial Planning & Scenario Modeling
Prepare and maintain comprehensive financial plans for high-net-worth clients Work with advisors to gather data and all planning inputs Build recommendations and scenario models using Excel Prepare planning deliverables including illustrations and proposals
Advisor Support & Weekly Flow Management
Plan and prepare for client meetings week-to-week Stay ahead of upcoming deliverables, deadlines, and open items Organize follow-ups and move cases forward with consistency Create planning visuals, diagrams, and presentation slides when needed
Technical Depth
Comfort operating within financial planning software Exposure to risk management, estate planning, equity compensation, retirement planning Ability to break down complexity into clear recommendations
Qualifications:
4+ years of experience in financial planning required Experience supporting advisors with HNW planning preferred Life & Health, Series 7 and 63 CFP, CFA or MBA preferred Strong fits may come from Fidelity, Schwab, RIAs, wirehouse planning units
Benefits:
401(k) with Safe Harbor match Profit sharing eligibility after tenure Healthcare reimbursement program and HSA support Parental leave, CO FAMLI, mandatory time away Paid sabbatical program Support for professional conferences Optional work-from-home and unlimited PTO after tenure milestone Wellness stipend and philanthropic matching
$85,000 to $130,000 base plus bonus
Our client, a growing wealth management team, is seeking a Financial Planning Specialist to support a group of six Advisors by preparing planning work, keeping deliverables organized, and ensuring weekly meeting schedules are fully planned and ready. This person will operate 2 to 3 steps ahead, anticipate needs, and enjoy the problem-solving side of planning work.
This role is planning forward with very minimal client interaction and no business development expectations. The ideal person enjoys financial planning at a deep technical level, is highly organized, and thrives in an environment where preparation and follow-through fuel success.
Key Responsibilities:
Financial Planning & Scenario Modeling
Prepare and maintain comprehensive financial plans for high-net-worth clients Work with advisors to gather data and all planning inputs Build recommendations and scenario models using Excel Prepare planning deliverables including illustrations and proposals
Advisor Support & Weekly Flow Management
Plan and prepare for client meetings week-to-week Stay ahead of upcoming deliverables, deadlines, and open items Organize follow-ups and move cases forward with consistency Create planning visuals, diagrams, and presentation slides when needed
Technical Depth
Comfort operating within financial planning software Exposure to risk management, estate planning, equity compensation, retirement planning Ability to break down complexity into clear recommendations
Qualifications:
4+ years of experience in financial planning required Experience supporting advisors with HNW planning preferred Life & Health, Series 7 and 63 CFP, CFA or MBA preferred Strong fits may come from Fidelity, Schwab, RIAs, wirehouse planning units
Benefits:
401(k) with Safe Harbor match Profit sharing eligibility after tenure Healthcare reimbursement program and HSA support Parental leave, CO FAMLI, mandatory time away Paid sabbatical program Support for professional conferences Optional work-from-home and unlimited PTO after tenure milestone Wellness stipend and philanthropic matching