Los Angeles-based investment advisory firm is seeking an experienced Financial Planner to work closely with new and existing clients to deliver comprehensive financial planning services.  Clients include high-net-worth individuals and families, pension plans and non-profits.  Westmount is one of the oldest and largest independent RIA firms in Los Angeles, with over $3 billion in assets under management.

Responsibilities:

1. Work with Director of Financial Planning and Portfolio Managers to deliver comprehensive financial planning to clients and prospects
   • Assist in gathering data, organizing client information
   • Construct financial plans by entering data into eMoney
   • Updating existing financial plans
   • Deliver financial plans to clients/participate in meetings
2. Research miscellaneous financial planning questions/topics
3. Undertake special projects (e.g., plan tracking, department metric analysis, etc.) on an “as needed” basis