Job Description

Company Description

Running Point Capital seeks a highly experienced and seasoned Senior Financial Advisor to join our multifamily office (MFO) team in serving our ultra-high-net-worth (UHNW) families. The Senior Financial Advisor's primary responsibilities will include collaborating and working with the Managing Partner of the firm and other team advisors, providing strategic financial advice, financial planning, and overseeing the financial affairs of the families. The position requires broad technical expertise and business acumen in addition to excellent written and verbal skills as they would be working directly with highly successful families and business owners. 

Role Description

This is a full-time hybrid role for a Senior Financial Service Advisor at Running Point Capital Advisors, LLC. The role will be located in El Segundo, CA, with some work from home flexibility. The advisor will be responsible for day-to-day tasks related to investments, finance, and communication.

Client Advisory and Financial Planning:

• Develop comprehensive financial plans for high-net-worth clients covering protection planning, cash flow and debt management, investment strategies, college planning, income tax planning, retirement provisioning, and trust & estate planning
• Create planning recommendations for clients based on their risk tolerance and goals and objectives, while effectively presenting and leading financial planning meetings
• Collect, validate, and analyze financial data
• Continuously monitor client financial plans and portfolios to adjust for any changes in market conditions, client goals, etc.

Collaboration and Leadership:

• Support investment professionals to cultivate client relationships
• Collaborate with a team and different financial professionals within the firm to help service existing client relationships in a holistic way
• Work with advisors to provide ongoing service and build trust with existing client relationships, while becoming a trusted point of contact with clients
• Ability to work with a team of highly skilled professionals, including taking direction, completing tasks, and maintaining motivation to grow professionally within the firm. The position requires managing people and demonstrating an aptitude for mentoring and training other advisors

Proficiencies:

• Highly proficient with eMoney financial planning software to enter client data, create recommendations and creatively explore options to implement comprehensive and situational plans
• Highly proficient with both the Schwab and Fidelity platforms
• Highly proficient with Microsoft Office Suite
• High degree of accuracy and attention to detail combined with the ability to apply this to work performed under deadlines
• The ideal candidate should be self-motivated, demonstrating curiosity about financial matters and their application to client and prospective client situations
• This client-facing position requires excellent verbal and written communication skills. The ideal candidate must be systems- and process-oriented, while being both responsive and proactive to client needs

Qualifications

• Bachelor's degree in Finance, Engineering, Science or related field
• 8 + years' of industry experience
• Strong understanding of the investment & tax business
• Excellent interpersonal skills
• Series 65 Licensed
• CERTIFIED FINANCIAL PLANNER™ required
• CPA, CLU, CTFA, CFA and other designations a plus, but not required
• Strong technical and analytical skills
• Excellent verbal and written communication skills, strong organizational abilities, and keen attention to detail
• Ability to handle multiple projects simultaneously, complete them in a timely manner, and maintain consistent responsiveness

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