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.