Financial Advisor

Location: Santa Clarita, CA – in office position Are you a CFP® professional who thrives on deep client relationships and comprehensive financial planning? We're looking for an experienced Servicing Financial Advisor to independently manage and support an established book of business — bringing exceptional planning expertise and an unmatched client experience to every relationship. About the Role This is a great fit for a highly organized, planning-focused CFP® who wants ownership over client relationships while working alongside a collaborative Lead Advisor and client service team. In-office position. Key Responsibilities Prepare for and independently lead client service and review meetings Support the Lead Advisor in planning meetings, gathering and analyzing client financial data Manage post-meeting follow-up, ensuring all recommendations and action items are completed Build and maintain comprehensive financial plans using eMoney Conduct paraplanning analysis across retirement income, Social Security, tax, estate, insurance, and investment strategies Review portfolios, cash flow, retirement projections, and overall financial position Identify outside assets and additional planning opportunities Support investment and annuity analysis, including equity index annuities Coordinate account openings, transfers, distributions, and beneficiary changes Maintain accurate client records, meeting notes, and planning documentation Proactively communicate with clients on planning needs and upcoming reviews Monitor client life events that may impact their financial plan Collaborate with CPAs, estate attorneys, and other outside professionals Uphold the highest standards of compliance, confidentiality, and fiduciary care What You Bring Active California Insurance License 3–5 years of financial advisory or planning experience Strong working knowledge of eMoney Familiarity with equity index annuities Solid grasp of retirement, investment, tax, insurance, and estate planning concepts Excellent analytical, written, and verbal communication skills Highly organized with strong follow-through Comfortable managing client relationships independently Collaborative, proactive, and service-minded #J-18808-Ljbffr