Financial Planning Specialist

General information

Client / Corporate


Client


Work Mode


In-Office


Name


Financial Planning Specialist


Job ID


21664


City


Glendale


Published date


12-Mar-2026


State


California


Country


United States


Zip Code


91203


Description & Requirements

Financial Planning Specialist

At Castlewatch Wealth, a Private Wealth Advisory Practice, we are a well-established financial planning and investment management practice serving high-net-worth clients with concierge-level service. Our team upholds the highest standards of professionalism, technical expertise, and care in every client interaction while delivering comprehensive wealth management solutions tailored to each client's goals.

As a Financial Planning Specialist, you will lead client meetings, develop customized financial strategies, and support portfolio management for an established client base - without the pressure of prospecting or cold calling. This role offers the opportunity to deepen your advisory expertise, strengthen long-term client relationships, and grow within a collaborative, client-focused financial services practice.

Why Join Castlewatch Wealth?

We value our employees' expertise, dedication, and commitment to delivering exceptional client experiences. Our team-oriented culture supports professional development, collaboration, and long-term career growth.

What We Offer

• Career Growth: Defined path to Financial Advisor advancement
• Competitive Compensation: $80,000 based on experience, licensure, and designations, plus quarterly bonuses and bi-weekly cash fringe benefits
• Comprehensive Benefits: Multiple medical plan options, educational reimbursement, disability coverage, life insurance, 401(k), and paid covered parking
• Work Environment: On-site role in our Glendale office with potential hybrid flexibility after six months and additional licensure

What You'll Do

• Lead approximately 10 client meetings per week focused on financial planning and wealth management
• Develop detailed financial plans and personalized investment strategies for existing clients
• Support portfolio management and ongoing client service initiatives
• Strengthen long-term client relationships through responsive, high-touch service and technical expertise
• Continue advancing professional knowledge, licensure, and financial planning capabilities

Professional Development Path

This role provides a structured path toward becoming a Financial Advisor upon completion of:

• Series 66 License
• California Life & Health Insurance License
• CFP® designation

Qualifications

• Bachelor's degree required
• 5+ years of financial services experience
• Active FINRA Series 7 license
• Strong communication, organization, and relationship management skills
• High attention to detail with the ability to manage multiple priorities in a fast-paced environment

Apply Today

If you are a detail-oriented financial services professional who enjoys helping clients navigate their financial goals through thoughtful planning and personalized guidance, we encourage you to apply. Join Castlewatch Wealth and continue building your career within a collaborative, client-focused advisory practice.

We are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Qualified applicants with arrest or conviction records will be considered for employment with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.


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