Job Description

Private Wealth Financial Planner

Office Location: Alameda, CA

Status: Full-time, Remote

Compensation: $140,000 - $155,000

As a fast-growing, client-centered boutique firm, we transform lives through deeply personalized wealth management, delivering sophisticated financial strategies with precision, integrity, and care. We create clarity and confidence for ultra-high-net-worth individuals and families while building enduring, multi-generational relationships. We work with a diverse clientele, representing many facets of our shared cultural heritage. Our clients are entrepreneurial and some of the most wonderful people you will meet. Being their advocate is the highest honor for us.

Sound appealing? We are seeking a Private Wealth Financial Planner to play a central role in delivering comprehensive strategies and an exceptional client experience. This role is focused on the creation, analysis, and presentation of financial plans. This is not an advisory role, responsible for client relationships. This high-impact position is ideal for a professional who thrives in a collaborative, growth-oriented environment. You will lead and support advanced planning for ultra-high-net-worth individuals and families, while elevating the firm’s overall planning culture.

The attributes that we are looking for in a teammate include:

• Client-first and relationship-driven
• Highly detail-oriented and analytical
• Confident communicator who can simplify complex strategies
• Listening skills and a desire to learn from others
• Strong empathy and kindness
• Collaborative and team-oriented
• Growth-minded with a passion for continuous improvement

As a Private Wealth Financial Planner , you can expect to:

• Serve as the lead planner for ultra-high-net-worth and complex client relationships
• Develop, present, and maintain comprehensive financial plans including retirement, tax, estate, risk management, and investment planning
• Translate complex strategies into clear, actionable recommendations
• Build trusted, long-term relationships through proactive communication and high-touch service
• Participate in and lead client meetings, reviews, and follow-up strategy implementation
• Ensure a seamless, white-glove client experience
• Collaborate with advisors and external professionals (CPAs, estate attorneys, etc.) on advanced planning strategies
• Contribute to sophisticated planning opportunities that support revenue growth and deepen client relationships
• Conduct financial modeling, scenario analysis, and planning projections and align investment strategies with comprehensive financial plans
• Contribute to firm-wide planning standards and best practices
• Support internal education around financial planning strategies
• Identify opportunities to improve systems, technology, and workflows
• Help drive organic growth through exceptional service and referral opportunities

Qualifications for this role include:

• CFP® designation required
• Series 65 (preferred)
• 3–5+ years of advanced financial planning experience, preferably with ultra-high-net-worth clients
• Strong technical knowledge across retirement, tax, estate, and investment planning ? Experience in presenting financial plans directly to clients
• Bachelor’s degree in finance, business, or related field
• Knowledgeable in Excel, eMoney, tax, and planning software

Get in touch today so that we can get to know you! As a Private Wealth Financial Planner , you will work with some of the most successful families around. You will provide life-changing support to clients who look to us to be a key member of their team and an advocate for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what the firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

Job Tags

Similar Jobs