Financial Planner II
The Financial Planner II at Confidential Client supports Wealth Management Teams by preparing comprehensive and customized financial plans using various financial planning tools and software. This entry-level role involves document analysis, data management, and collaboration with specialists across investments, tax, estate planning, and insurance to deliver accurate and timely client financial strategies. The position offers a career development path in financial planning within a nationally recognized fiduciary firm, emphasizing client service, analytical skills, and process improvement.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Overview
Confidential Client is seeking a Financial Planner II to join its centralized Financial Planning Group. This is an entry-level-to-mid-level planning role focused on preparing comprehensive financial planning modules and supporting Wealth Management teams. The role is based in Woodland Hills, CA and offers a competitive base pay range of $89,250 - $105,000 USD plus benefits.
What You’ll Do
- Prepare comprehensive financial plans and modules for prospective and existing clients (spending plans, investment analysis, retirement projections, Social Security analysis, education-funding, stock options, estate planning, tax planning, asset protection, and risk management).
- Collect and analyze client documents and data in partnership with sales and advisor teams.
- Use financial planning tools and software (eMoney, Morningstar, SS Analyzer, Excel, CRM, portfolio analysis) to build and test client scenarios.
- Collaborate with investments, tax, estate planning, and insurance specialists to develop integrated client recommendations.
- Support a high-quality client experience by delivering accurate, timely plans and communications.
- Keep current on planning topics including cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
- Assist with creating and improving workflows and procedures to increase team efficiency and consistency.
Required Qualifications
- Bachelor’s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance-related).
- Has begun CFP® coursework.
- At least 1 year of financial industry–related experience preferred.
- Proficiency with MS Word, Excel, PowerPoint, Outlook; experience with Salesforce, eMoney, SS Analyzer, CRM, portfolio analysis, or tax-planning tools is a plus.
- Strong verbal, written, analytical, and organizational skills.
- Demonstrated ability to manage multiple priorities and meet deadlines in a team environment.
- Customer-service orientation, coachable, eager to learn, detail-oriented, process-driven, and confidential with sensitive information.
- Ability to travel up to 10%.
Work Schedule & Location
- Standard business hours Monday–Friday, typically 8:00 AM–5:00 PM with occasional early/late hours to meet business needs.
- Location: Woodland Hills, CA (on-site or hybrid arrangements may be available depending on team needs; this listing uses the authoritative location Woodland Hills, CA).
- Travel: up to 10% required.
Compensation & Benefits
- Base pay range: $89,250 - $105,000 USD (actual base pay within this range will be based on factors including geographic location, experience, education, skills, and certifications).
- Eligible for incentive compensation programs.
- Benefits summary:
- Company-paid basic life & AD&D; short-term & long-term disability.
- Supplemental life, accident, critical illness, and hospital indemnity options.
- Multiple medical plan options (including HDHP + HSA; Kaiser plans where available).
- Dental and vision plans.
- Dependent care & health savings accounts.
- 14 company-paid holidays (including a full week at Thanksgiving) and generous paid time off.
- Family leave benefits including paid parental leave.
- 401(k) with match and after-tax options.
- Adoption assistance, employee assistance program, concierge services, pet insurance, and discounted financial planning services.
Additional Information & Compliance
- Confidential Client participates in federal employment eligibility verification programs as required and observes applicable federal, state, and local employment laws.
- Confidential Client does not accept unsolicited agency or search-firm resumes for this posting.
- If you need an accommodation during the application or hiring process, please contact Careertakes for assistance.
- This role will be filled by Confidential Client; final hiring decisions are made by people at the client organization.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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