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<h3>Job Description</h3>
Job DescriptionDescription:
We are seeking a detailed oriented and analytical professional to join our dynamic team as a Senior Financial Planner. This individual will be responsible for analyzing complex financial data, and creating and presenting financial plans. Our ideal candidate is a client-focused professional with a proven track record of delivering excellent client service and who enjoys being part of a team.
 
Why Aldrich Wealth
Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.
 
Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.
 
Check out more about Aldrich at <a href="https://wealthadvisors.com/" target="_blank">https://wealthadvisors.com/</a>.
 
You'll Get a Chance To
<ul>
<li>Develop customized, comprehensive financial plans designed to help clients achieve their goals.</li>
<li>Work directly with clients to gather information and present financial plans, including tailored recommendations.</li>
<li>Review financial plans prepared by financial planner(s) and paraplanner(s), providing mentorship and guidance as needed.</li>
<li>Build rapport with clients and potential clients with the goal of building a lasting relationship.</li>
<li>Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.</li>
<li>Manage and prioritize team workflows and identify opportunities to improve team efficiency</li>
<li>Advance the utilization of the financial planning software(s) and other technologies</li>
</ul>
Requirements:
What You Bring to the Team
<ul>
<li>Minimum of 6 years of experience in financial planning</li>
<li>Bachelor’s degree from an accredited college or university</li>
<li>Experience with financial planning software</li>
<li>CFP® or PFS designation required</li>
<li>Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios</li>
<li>Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney</li>
<li>Excellent analytical, strategic thinking and problem-solving skills</li>
</ul>
 
How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
<ul>
<li>Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care</li>
<li>Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing</li>
<li>Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave</li>
<li>You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals</li>
</ul>
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $110,000-$130,000 annual salary.
 
For a full summary of our benefit offerings, check out Life at Aldrich here. 
 
What You Should Know
This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 2-3 days per week. Candidates must be legally authorized to work in the United States without the need for employer sponsorship.
 
To Apply
Submit your resume describing how you meet the minimum qualifications and desired attributes.
 
We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
 
#LI-HYBRID

Senior Financial Planner

<h3>Job Description</h3>
Job Description
JOB SUMMARY:
Position:&nbsp;CFP (Certified Financial Planner)&nbsp;
Objective:&nbsp;Seeking to join an independent, SEC-registered investment advisory (RIA) firm.
<ul>
<li>Access and manage a qualified pool of clients</li>
<li>Provide expert financial advice and investment strategies</li>
<li>Ensure compliance with SEC regulations and firm policies</li>
</ul>
REQUIREMENTS
<ul>
<li>Must have CFP</li>
<li>Must have clean U4</li>
<li>Must have Bachelor's Degree</li>
<li>1-3 years prior experience of creating financial plans tailored to clients</li>
</ul>
PERSONAL QUALITIES DESIRED
<ul>
<li>Exceptional Client Relationship Skills</li>
<li>Hardworking, Persistent, Consistent, Entrepreneurial, Self Motivated</li>
</ul>
Responsibilities
<ul>
<li>Develop personalized financial plans for clients based on their financial goals and needs.</li>
<li>Conduct thorough financial analyses to assess clients' current financial situations.</li>
<li>Provide guidance on investment management, estate planning, and tax strategies.</li>
<li>Maintain strong customer relationships through regular communication and follow-ups.</li>
<li>Stay updated on financial regulations and market trends to offer informed advice.</li>
<li>Utilize financial software and tools to enhance planning and reporting processes.</li>
</ul>
Job Type: Full-time
Pay: $85,000.00 - $150,000.00 per year
Benefits:
<ul>
<li>401(k)</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Life insurance</li>
<li>Paid time off</li>
<li>Paid training</li>
<li>Professional development assistance</li>
<li>Referral program</li>
<li>Relocation assistance</li>
<li>Retirement plan</li>
<li>Tuition reimbursement</li>
<li>Vision insurance</li>
</ul>
Compensation Package:
<ul>
<li>Bonus opportunities</li>
<li>Profit sharing</li>
<li>Signing bonus</li>
</ul>
Education:
<ul>
<li>Bachelor's (Required)</li>
</ul>
License/Certification:
<ul>
<li>CFP certification? (Required)</li>
</ul>
Ability to Commute:
<ul>
<li>Woodland Hills, CA 91364 (Required)</li>
</ul>
Company DescriptionTamar Securities LLC is an independent SEC-Registered Investment Advisor (RIA) based in Los Angeles, California. The firm focuses on creating global asset allocation models that emphasize the preservation of capital, long-term asset growth, and superior performance in both rising and falling market cycles. Their investment approach includes a hands-on discipline that involves constant portfolio monitoring and the use of both fundamental and technical analysis. They aim to identify undervalued sectors and sub-industries in the global economy that are best positioned for long-term growth. Tamar Securities offers a variety of investment products, including fixed income portfolios, global equity portfolios, and alternative investments for qualified investors. 
<h3>Company Description</h3>
Tamar Securities LLC is an independent SEC-Registered Investment Advisor (RIA) based in Los Angeles, California. The firm focuses on creating global asset allocation models that emphasize the preservation of capital, long-term asset growth, and superior performance in both rising and falling market cycles.\r\n\r\nTheir investment approach includes a hands-on discipline that involves constant portfolio monitoring and the use of both fundamental and technical analysis. They aim to identify undervalued sectors and sub-industries in the global economy that are best positioned for long-term growth. \r\n\r\nTamar Securities offers a variety of investment products, including fixed income portfolios, global equity portfolios, and alternative investments for qualified investors.

CFP (Certified Financial Planner)

Position Type: Regular 
<h2>Your opportunity</h2>
 
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service &amp; Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service &amp; Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they&nbsp;provide&nbsp;specialized products to meet income generation, risk mitigation, and liquidity needs.&nbsp;&nbsp;
Our opportunity:
Deliver comprehensive financial plans for the most sophisticated and complex client situations.&nbsp; Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues.&nbsp; Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer.&nbsp; Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate.
Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning.&nbsp; Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings.&nbsp; Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere.
What you are good at:
As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan.
Planning 
<ul>
<li>Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP® professional on an ongoing basis.</li>
<li>Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan.</li>
<li>Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client’s ongoing appropriateness for the recommended investment allocation solution.</li>
</ul>
Partnering
<ul>
<li>Proactively engage partners to create awareness around our most comprehensive financial planning abilities.</li>
<li>Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate.</li>
</ul>
Time management / organization / ability to utilize new technologies. 
<ul>
<li>Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.</li>
<li>Ability to coordinate meetings and presentations with business partners and clients.</li>
<li>Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services</li>
</ul>
<h2>What you have</h2>
 
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include:
<ul>
<li>Master’s level or equivalent Financial Planning-related designation</li>
<li>CFP® designation is required.</li>
<li>Active and valid FINRA Series 7 license required.</li>
<li>Active and valid FINRA Series 63/65 or 66 required</li>
<li>Bachelor’s degree required.</li>
<li>Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience</li>
<li>Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients.</li>
<li>Ability to articulate the value and importance of financial planning services.</li>
<li>Knowledge and ability to move clients through complete and complex financial planning cycle.</li>
<li>Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.</li>
<li>Excellent communication skills and ability to effectively communicate complex topics to clients.</li>
<li>Strong client services skills and ability to anticipate and resolve problems on own initiative.</li>
<li>Embrace an entrepreneurial and self-starter mentality.</li>
<li>Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.</li>
<li>Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.</li>
<li>Proven work ethic with a high level of integrity to build trust with our clients and internal partners.</li>
<li>Collaborative and relationship-focused work style with demonstrated success in a team-based environment.</li>
<li>Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations.</li>
</ul>
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
 
<h2>What’s in it for you</h2>
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our <a href="/hybrid-work">Hybrid Work and Flexibility</a> approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive <a href="/summary-of-benefits">benefits package</a> that takes care of the whole you – both today and in the future:
<ul>
<li>401(k) with company match and Employee stock purchase plan</li>
<li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li>
<li>Paid parental leave and family building benefits</li>
<li>Tuition reimbursement</li>
<li>Health, dental, and vision insurance</li>
</ul>

<h3>Job Description</h3>
Job DescriptionFinancial Planning Analyst
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
&nbsp;We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.&nbsp;Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our passionate dedication inspires you, we invite you to consider joining our team.As a Associate Financial Planner, you’ll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues. &nbsp;&nbsp;&nbsp;
Responsibilities:&nbsp;
<ul>
<li>Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis</li>
<li>Prepares presentations, research, and supporting materials for client meetings and reviews.</li>
<li>Conducts assessments of clients and prospects’ evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities.</li>
<li>Provides and supervises reports including minimum distributions, performance, billing, insurance policies, and tax consequences.</li>
<li>Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals.</li>
<li>Provides high-level contact with clients crafted to maintain and improve the client relationship.</li>
<li>Maintains a proven understanding of the industry, products, and trends.</li>
</ul>
Requirements:&nbsp;
<ul>
<li>Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment.</li>
<li>FINRA Series 65 Required.</li>
<li>Bachelor’s degree in business or finance; or equivalent proven experience. </li>
<li>Certified Financial Planner designation preferred.</li>
<li>Financial Services &amp; insurance sales experience preferred.</li>
<li>Good understanding of finance and investment markets/securities</li>
<li>Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities.</li>
<li>Ability to prioritize and address multiple projects and meet deadlines is crucial.</li>
<li>Strong interpersonal, verbal, and written communication skills</li>
<li>Detailed knowledge of MS Outlook, Word, and Excel is a must.</li>
</ul>
&nbsp;&nbsp;Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $76,000 - $102,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.&nbsp;Your recruiter can share more about the specific benefits eligible for this role during the hiring process.&nbsp;About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. &nbsp;
&nbsp;For more information, please visit EdelmanFinancialEngines.com.&nbsp;© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819&nbsp;For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.&nbsp;Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.&nbsp;Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process.&nbsp;If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or <a href="mailto:HRQ@EdelmanFinancialEngines.com" target="_blank">HRQ@EdelmanFinancialEngines.com</a>.&nbsp;1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.2 Edelman Financial Engines data, as of September 30, 2024.&nbsp;

Associate Financial Planner

<h3>Job Description</h3>
Job DescriptionDescription:
We are seeking a detailed oriented and analytical professional to join our dynamic team as a Senior Financial Planner. This individual will be responsible for analyzing complex financial data, and creating and presenting financial plans. Our ideal candidate is a client-focused professional with a proven track record of delivering excellent client service and who enjoys being part of a team. 
 
Why Aldrich Wealth
Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.
 
Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.
 
Check out more about Aldrich at <a href="https://wealthadvisors.com/" target="_blank">https://wealthadvisors.com/</a>.
 
You'll Get a Chance To
<ul>
<li>Develop customized, comprehensive financial plans designed to help clients achieve their goals. </li>
<li>Work directly with clients to gather information and present financial plans, including tailored recommendations. </li>
<li>Review financial plans prepared by financial planner(s) and paraplanner(s), providing mentorship and guidance as needed. </li>
<li>Build rapport with clients and potential clients with the goal of building a lasting relationship. </li>
<li>Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys. </li>
<li>Manage and prioritize team workflows and identify opportunities to improve team efficiency. </li>
<li>Advance the utilization of the financial planning software(s) and other technologies Develop customized and comprehensive financial plans to help clients achieve their goals</li>
</ul>
Requirements:
What You Bring to the Team
<ul>
<li>Minimum of 6 years of experience in financial planning</li>
<li>Bachelor’s degree from an accredited college or university</li>
<li>Experience with financial planning software</li>
<li>CFP® or PFS designation required</li>
<li>Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios</li>
<li>Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney</li>
<li>Excellent analytical, strategic thinking and problem-solving skills</li>
</ul>
 
How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
<ul>
<li>Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care</li>
<li>Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing</li>
<li>Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave</li>
<li>You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals</li>
</ul>
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $90,000-$110,000 annual salary.
 
For a full summary of our benefit offerings, check out Life at Aldrich here. 
 
What You Should Know
This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 2-3 days per week. Candidates must be legally authorized to work in the United States without the need for employer sponsorship.
 
To Apply
Submit your resume describing how you meet the minimum qualifications and desired attributes.
 
We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
 
#LI-HYBRID

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