Associate Financial Advisor / Financial Planning Associate

Bauman Scott Financial Services is a boutique wealth management firm serving high-net-worth families, business owners, retirees, trustees, and charitable accounts. We have a $1 million minimum for new client relationships and provide customized investment management, financial planning, retirement income planning, estate coordination, and long-term wealth advice.

We are looking for a finance professional, junior advisor, paraplanner, or planning associate who wants to grow on the client-facing side of the wealth management business.

This is a remote role, but it is not a work-from-anywhere position. Candidates must live in or near the Santa Clarita Valley, San Fernando Valley, or an immediately adjacent area and must be available for in-person client meetings, office meetings, and other physical meetings when requested.

The primary responsibility will be building and updating financial plans using eMoney. Direct eMoney experience is required.

This role may be a strong fit for someone with experience in financial planning, wealth management, investment management, banking, insurance, or another finance-related field who wants to work with an established high-net-worth client base and potentially grow into a more client-facing advisory role over time.

Responsibilities:

• Build and update comprehensive financial plans using eMoney
• Gather, organize, and interpret client financial data
• Prepare financial planning reports, client summaries, meeting materials, and follow-up notes
• Support retirement planning, cash flow planning, estate planning coordination, tax-aware planning, charitable planning, and investment reviews
• Participate in client meetings with the lead advisor
• Help clients understand their financial plans, goals, and planning options
• Identify planning opportunities within the existing client base
• Support client relationship management and service follow-up
• Maintain accurate client records, planning notes, and meeting documentation
• Coordinate with the advisory team on planning, portfolio, and client service matters
• Attend in-person meetings when requested
• Potentially manage client relationships in the future, depending on performance, ability, and personal career goals

Required Qualifications:

• Direct experience using eMoney
• Must live in or near the Santa Clarita Valley, San Fernando Valley, or an immediately adjacent area
• Experience in finance, wealth management, investment management, banking, insurance, or financial planning
• Strong understanding of financial planning concepts
• Professional written and verbal communication skills
• Strong analytical, organizational, and follow-through skills
• Comfort working with high-net-worth clients and confidential financial information
• Ability to explain financial concepts clearly and professionally
• Ability to work independently in a remote environment
• Must be available for in-person meetings when requested

Preferred Qualifications:

• CFP designation or CFP candidate
• Series 7, Series 66, or Series 65 license
• LPL Financial experience
• RightCapital experience
• Wealthbox, DocuSign, ClientWorks, or similar platform experience
• Interest in portfolio management, investment strategy, and long-term client relationship management

What We Are Looking For:

We are looking for someone who wants to build a career in financial advice, planning, and client service. The right person will be analytical, professional, personable, detail-oriented, and comfortable working with clients.

This is not a cold-call sales position. It is a planning and advisory support role with a path toward greater client-facing responsibility for the right person.

Compensation:

Compensation is negotiable and will depend on experience, licensing, credentials, planning ability, and overall fit.

To Apply:

Please submit your resume and include a brief note about your financial services background, eMoney experience, and interest in a client-facing advisory role.

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)

Work Location: Hybrid remote in Valencia, CA 91381