Certified Financial Planner (CFP) at Intuit, Los Angeles, California

Company Overview: Intuit is a leading financial technology company headquartered in Mountain View, California, with a strong presence in Los Angeles, California. Intuit is known for its innovative software products that empower individuals and small businesses to manage their finances efficiently. As a pioneer in the banking and finance industry, Intuit is committed to helping customers achieve financial success through cutting-edge solutions. Key Responsibilities for Certified Financial Planner (CFP): - Provide personalized financial planning services to clients based on their goals and financial situation. - Develop comprehensive financial plans encompassing investments, retirement, insurance, tax strategies, and estate planning. - Conduct in-depth financial analyses to assess clients' current financial status and identify opportunities for improvement. - Offer recommendations on asset allocation, risk management, and financial goal setting. - Collaborate with clients to implement financial plans and provide ongoing support and guidance. - Stay updated on industry trends, regulations, and best practices to deliver high-quality financial advice. Required Qualifications: - Certified Financial Planner (CFP) certification. - Bachelor's degree in Finance, Accounting, Economics, or related field. - Proven experience in financial planning and wealth management. - Strong knowledge of investment products, tax laws, and financial planning strategies. - Excellent analytical skills and attention to detail. - Exceptional communication and interpersonal skills. - Ability to build and maintain long-term client relationships. - Proficiency in financial planning software and tools. Desired Skills: - Master's degree in Finance or related field. - Additional certifications such as Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA). - Experience working with high-net-worth individuals and families. - Knowledge of estate planning and trust administration. - Ability to analyze complex financial scenarios and provide strategic recommendations. - Strong business development and networking skills. Compensation & Benefits: The annual salary range for the Certified Financial Planner (CFP) position at Intuit in Los Angeles, California, is $80,000 to $120,000, commensurate with experience and qualifications. Intuit offers a competitive benefits package, including health insurance, retirement plans, paid time off, professional development opportunities, and employee discounts on Intuit products. How to Apply: To apply for the Certified Financial Planner (CFP) position at Intuit in Los Angeles, please visit our careers page on the Intuit website and submit your resume along with a cover letter outlining your relevant experience and qualifications. We look forward to reviewing your application and potentially welcoming you to our dynamic team at Intuit.