Financial Planner

Financial Planner Compak Asset Management Newport Beach, CA Job Details Full-time $100,000 - $200,000 a year 19 hours ago Benefits Paid holidays Health insurance Dental insurance 401(k) Vision insurance 401(k) matching Professional development assistance Qualifications Finance advising Financial planning Financial planning software Wealth management Economics Customer relationship building CFP CPA Bachelor's degree in finance Mathematics Financial software Bachelor's degree in economics Mid-level 3 years Finance Bachelor's degree Managing clients in a finance role Organizational skills Financial services Bachelor's degree in accounting Bachelor's degree in mathematics Estate planning Accounting Communication skills Stakeholder relationship building Financial retirement planning Full Job Description At Compak Asset Management, our vision is to enhance the life experience of our clients by delivering integrated wealth management solutions. Founded in 1999, Compak manages wealth for more than 1,000 families and serves clients across 39 states. The firm has offices in Newport Beach, CA; San Jose, CA; and Scottsdale, AZ. Compak's integrated wealth management solution includes asset management, retirement planning, tax planning, estate planning, charitable planning, and risk management. Compak participates in Fidelity Investments' Wealth Advisor Solutions network. This program connects Fidelity clients with independent investment advisory firms that provide specialized investment and financial planning solutions, while allowing clients to maintain their relationship with their Fidelity advisor. Opportunity Compak is seeking a Financial Planner to join our Newport Beach, CA office. This is a full-time, in-office, client-facing role for a planning professional who wants to help design sophisticated financial strategies for high-net-worth families. Comprehensive financial planning is available to all clients at no additional fee. Working closely with Compak's Wealth Managers, the Financial Planner will prepare comprehensive financial plans, support client relationships, and help deliver a seamless, high-quality wealth management experience. This is a pure financial planning position and not a sales role.

Responsibilities The Financial Planner will:

Create comprehensive financial plans using NaviPlan. Lead financial planning work for an assigned group of client households. Analyze client goals, cash flow, retirement needs, tax considerations, estate planning issues, charitable planning opportunities, and risk management needs. Collaborate closely with Wealth Managers and other team members to deliver integrated client advice. Maintain and cultivate relationships with external professionals and service providers to enhance the delivery of concierge-level client service. Help prepare client meeting materials and participate in client meetings as appropriate. Support ongoing planning updates as client circumstances, markets, tax laws, and estate planning needs evolve. Qualifications Bachelor's degree required; preferred fields include finance, accounting, economics, tax, mathematics, or a related discipline. 3+ years of financial planning experience with a wealth advisory firm, RIA, financial planning firm, or related financial services organization. CFP® designation strongly preferred; CPA designation also valued. Strong understanding of financial planning concepts, including retirement planning, tax planning, estate planning, charitable planning, cash flow planning, insurance, and risk management. Experience with NaviPlan or similar financial planning software preferred. Highly accurate, organized, analytical, and detail-oriented. Strong communication skills and the ability to explain complex planning concepts clearly to clients. Responsive, professional, collaborative, and client-service oriented. Compensation and Benefits Competitive salary commensurate with experience. Full benefits package, including medical, dental, and vision. 401(k) plan with company contribution of 4% of compensation. Discretionary annual bonus. Paid holidays. This is an excellent opportunity for a financial planning professional who wants to work with sophisticated clients, collaborate with an experienced wealth management team, and build a long-term career in comprehensive wealth planning. Apply now. Email your resume to

Pay:

$100,000.00 - $200,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Professional development assistance Vision insurance

Work Location:

In person