First Foundation Inc. · 21 hours ago
Wealth Planner
Irvine, CA
Full-time
Onsite
Senior Level
7+ years expFirst Foundation Inc. is seeking a Wealth Planner responsible for supporting comprehensive financial planning and advisory services to high-net-worth and affluent clients. The role involves collaborating with Relationship Managers and Wealth Advisors to deliver tailored wealth management solutions that align with clients’ financial goals and priorities.
BankingFinancial ServicesWealth Management
Responsibilities
Conduct client discovery and gather financial data to support the development of personalized financial plans
Analyze client financial information (cash flow, investments, retirement goals, risk profile) and prepare planning summaries or recommendations for advisor review
Guide clients on foundational financial planning topics, such as budgeting, insurance needs, retirement readiness, and basic tax considerations
Prepare plan projections, scenario analyses, and modeling using approved financial planning software
Support Wealth Advisors and Senior Wealth Planners by identifying planning opportunities and proposing suitable strategies within firm guidelines
Exercise independent judgment in evaluating client needs, prioritizing planning tasks, and determining appropriate planning pathways
Participate in client meetings to explain planning concepts, gather additional information, and address routine client questions
Collaborate with internal specialists (investment, trust, tax, banking) to coordinate planning recommendations and ensure holistic service delivery
Draft client deliverables, planning outlines, and follow-up communications with limited oversight
Monitor client progress and update financial plans as circumstances change, ensuring plans stay aligned with client objectives
Maintain current knowledge of financial planning regulations, tax law changes, and wealth management trends
Support business development by identifying cross-selling opportunities and preparing pre-meeting planning insights for prospective clients
Uphold compliance requirements and exercise discretion in handling confidential client information and sensitive financial decisions
Spot potential problems and opportunities
Other duties assigned as appropriate
Qualification
Required
Bachelor's Degree in Finance, Economics, Business Administration, or a related field required
Minimum of 7 to 10 years of experience in financial planning, private banking, or wealth management
Knowledge of investments, estate and tax planning principles, retirement strategies, and risk management solutions
Demonstrated ability to collaborate effectively across multiple teams and disciplines
Strategic thinking and analytical skills
Work independently with minimal supervision
Excellent interpersonal and communication skills with a client-centric approach
High ethical standards and confidentiality
Client relationship management
Business development orientation
Collaboration and teamwork
Attention to detail and accuracy
Work efficiently with a heavy volume of work under tight time constraints
Preferred
CFP ® (Certified Financial Planner) designation preferred
Experience with eMoney, Holistiplan, Wealth.com, or other financial planning software preferred
Company
First Foundation Inc.
First Foundation Inc.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$383.74M2025-10-27Acquired
2024-07-02Post Ipo Equity· $228M
2022-01-21Post Ipo Debt· $150M
Leadership Team
Scott F. Kavanaugh
CEO
Adrian S. Darmawan
EVP, Chief Technology Officer
Recent News
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