Financial Planning Assistant
Kondo Wealth Advisors – Pasadena, CA
Salary Range: $75,000–$80,000 + Annual Performance-Based Bonus
Kondo Wealth Advisors is seeking a bright, warm, and driven client facing Financial Planning Assistant to join our close-knit team. We are a boutique financial planning firm providing a suite of wealth management services including comprehensive planning, investment, and risk management services. We specialize in servicing the Asian American community – an underserved market that has unique cultural sensitivity around money and family. We are personally invested in helping clients achieve their goals and dreams.
The Financial Planning Assistant will be responsible for managing all aspects of client relationships and tailoring investment portfolios based on the clients’ financial planning goals, investment objectives and personal needs. Other responsibilities include review of marketing materials, investment analysis and modeling, cash flow analysis, and risk analysis (life insurance and long-term care). This is a client-facing role with a clear path toward becoming a Financial Advisor and an integral part of the firm’s leadership. The ideal candidate is someone who is passionate about financial planning, values work-life balance and is looking to grow with a firm that invests in its people.
Responsibilities
● Work directly with the advisors and clients to increase growth and firm revenue
● Independently manage client contacts and further client connections
● Assist with the design of customized comprehensive financial plans, projections, and recommendations
● Support clients in the implementation of collective recommendations, working collaboratively with the clients’ CPAs, attorneys, and other professionals
● Assist with client meetings by reviewing/preparing notes, active participation, and ensuring action items are completed or distributed timely
● Assist with the execution of financial decisions to progress client servicing, coordinating with advisors and support staff
● Assist with marketing campaigns by reviewing articles, ads, webinars/seminars
● Assist with the sale and servicing of commission-based accounts (LI/LTC/Annuities)
Qualifications
● Bachelor’s degree and technical knowledge in financial planning
● CFP® designation or currently pursuing designation
● Minimum of 3 years in client facing role
● Previous experience in the financial services industry, leading/supervising a team
● Experience in commission business, accounting, economics, and/or taxes preferred
● Strong accuracy and attention to detail
● Expertise in financial planning software, including Microsoft Office suite and industry software
● Excellent verbal and communication skills
● Professional attitude and ability to operate in a versatile, fast paced environment
● Experience with online calendars and workflow programs to work collaboratively remotely
Compensation Benefits:
● Sick leave: 40 hours
● Vacation: Accrual based on years of experience
● Holidays: 11 annually
● 401K Employer-Sponsored Plan
● Profit-Sharing Plan
● Cash Balance Defined Benefit Plan
● Salary range: $75,000-$80,000 + Annual Performance-Based Bonus
