Associate Director, Financial Planning
About The Position
At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 95 employees. The firm manages over $9.2 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. The Bahnsen Group (TBG) is seeking an Associate Director to join its Planning Department and specialize in high-net-worth planning. This full-time, in-office role is open to any TBG office, with a preference for Newport Beach, CA. This is a dynamic, client-facing opportunity to shape sophisticated financial strategies with a focus on estate planning. Collaborating closely with Private Wealth Advisors, the Associate Director will craft bespoke planning solutions and help deliver a seamless, best-in-class experience for TBG's largest households. The Associate Director will report to the Planning Department Director.
Requirements
- Bachelor's degree (preferred in finance, tax, accounting, or economics).
- 5+ years of work experience with a wealth advisor firm.
- CFP® designation strongly preferred (JD, CEP®, AEP®, CPWA®, ChFC® acceptable).
- A strong understanding of financial planning concepts – tax, estate, retirement, charitable, cash flow planning, etc.
- Superior estate planning knowledge.
- Accurate, organized, and highly detail-oriented.
- Effective communicator who is highly responsive and can provide thoughtful advice to clients.
Responsibilities
- Prepare financial planning and estate planning deliverables and lead financial planning meetings.
- Lead planning coverage for an assigned roster of client households.
- Engage clients in the estate planning process while coordinating with estate attorneys.
- Coordination with TBG's Tax Department and Risk Department to facilitate the execution of financial advice and services.
- Master e-Money and Vanilla planning software.
- Maintain and cultivate relationships with external parties to enhance the delivery of concierge services.
- Work collaboratively with the Planning Director and their vision for serving the top clients of The Bahnsen Group.
Benefits
- Full benefits package including medical, dental, vision, and disability
- 401(k) plan with TBG contribution of 3% of compensation
- Discretionary annual bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
