Financial Planning Specialist

divh2Financial Planning Specialist/h2pAt 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 clients goals./ppAs 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./ppWe 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./ppWhat We Offer/pullistrongCareer Growth:/strong Defined path to Financial Advisor advancement/lilistrongCompetitive Compensation:/strong $80,000 based on experience, licensure, and designations, plus quarterly bonuses and bi-weekly cash fringe benefits/lilistrongComprehensive Benefits:/strong Multiple medical plan options, educational reimbursement, disability coverage, life insurance, 401(k), and paid covered parking/lilistrongWork Environment:/strong On-site role in our Glendale office with potential hybrid flexibility after six months and additional licensure/li/ulpWhat Youll Do/pulliLead approximately 10 client meetings per week focused on financial planning and wealth management/liliDevelop detailed financial plans and personalized investment strategies for existing clients/liliSupport portfolio management and ongoing client service initiatives/liliStrengthen long-term client relationships through responsive, high-touch service and technical expertise/liliContinue advancing professional knowledge, licensure, and financial planning capabilities/li/ulpProfessional Development Path/ppThis role provides a structured path toward becoming a Financial Advisor upon completion of:/pulliSeries 66 License/liliCalifornia Life Health Insurance License/liliCFP designation/li/ulpQualifications/pulliBachelors degree required/lili5+ years of financial services experience/liliActive FINRA Series 7 license/liliStrong communication, organization, and relationship management skills/liliHigh attention to detail with the ability to manage multiple priorities in a fast-paced environment/li/ulpIf 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./ppWe 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./ppQualified 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./p/div