Wealth Planner
Overview
We are seeking an experienced, thoughtful Wealth Planner who combines technical expertise with genuine empathy. In this role, you will help individuals and families clarify what matters most, translate complex financial data into clear strategies, and design plans that support both near-term decisions and long-term goals. You are equally comfortable working with sophisticated planning tools as you are building trust through meaningful client conversations.
This position offers the opportunity to partner closely with investment professionals, engage directly with clients, and play a key role in strengthening long-term relationships through comprehensive wealth planning.
Key Responsibilities
- Deliver customized financial and estate planning solutions tailored to each client’s unique objectives and circumstances
- Collaborate with portfolio managers and internal stakeholders to identify opportunities where planning can deepen relationships and enhance retention
- Create, analyze, and present comprehensive plans using industry-standard financial planning software
- Manage an organized planning workflow, including pipeline tracking, documentation, and CRM accuracy
- Engage with clients through video, phone, email, and in-person meetings to provide ongoing planning guidance
- Stay current on industry trends, regulatory developments, and emerging planning technologies
- Support and contribute to internal meetings, educational initiatives, and client-facing presentations
- Build long-term client relationships, guiding families through life transitions such as retirement, succession, and wealth transfer
- Provide oversight and mentorship to junior planning staff, when applicable
Qualifications
Education & Credentials
- Bachelor’s degree in Finance, Economics, or a related field
- CFP® certification required
- Advanced degrees or designations (MBA, JD, CPA, CLU®, ChFC®) preferred
Experience
- 5–12 years of experience in wealth planning, financial planning, or wealth management
- Experience working with financial planning software (e.g., eMoney or similar platforms) preferred
Skills & Competencies
Client & Relationship Focus
- Ability to build trust and maintain long-term client partnerships
- Strong interpersonal skills with a consultative, client-first mindset
Analytical & Organizational Strength
- Excellent problem-solving skills with attention to detail
- Ability to manage multiple priorities and maintain structured workflows
Communication & Collaboration
- Clear, confident verbal communication and presentation skills
- Strong writing and documentation abilities
- Collaborative team player who works effectively across functions
Technical Proficiency
- Proficiency with Microsoft Office and CRM platforms
- Ability to learn and adapt to new technologies quickly
Work Environment & Physical Requirements
- Primarily office-based with regular computer use
- Ability to attend meetings and events, including occasional off-site travel
- Capable of sitting or standing for extended periods as needed
- Ability to lift up to 30 pounds when required
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
