Wealth Planning Specialist

Revant Wealthis an independent, fiduciary private wealth management firm based in Irvine, CA. We provide panoramic financial planning to high-earning individuals, families, and business owners. Our brand tagline is: "Dream freely. We'll handle the rest.".

We are seeking aWealth Planning Specialist to serve as the planning execution engine for our team. This person translates complex planning strategies into clean deliverables and supports the day-to-day investment operations that keep client accounts running smoothly. This is a high-impact execution role with growing responsibility as trust is earned.

• Planning Execution:Build and maintain client financial plans while curating meeting prep, presentations, and summaries .
• Scenario Modeling:Run repeatable analyses for retirement timing, cash flow, tax strategy, and benefit elections.
• Investment Operations:Support daily trading operations, cash management, ACATs, contributions, distributions, and RMDs alongside the firm's core Operations Team.
• Systems and Process:Improve checklists and SOPs to ensure all work is repeatable and any teammate can pick up the baton.
• CRM and Documentation:Maintain high-quality notes and tracking in Wealthbox CRM to ensure zero loose ends.

• Client meeting preparation is consistently accurate and finished on time.
• Financial plan deliverables are professional and ready for client presentation.
• Investment operations run with low error rates and proactive follow-through.
• Clients experience a seamless planning journey where their goals are understood and technical steps are clearly explained.
• Post meeting communication is proactive and ensures every client feels their financial roadmap is moving forward.

This position is based in Irvine, CA, and requires a consistent in-office presence. Eligibility for a hybrid schedule and work-from-home days may be considered after initial training and approval.

• Certification:CFP® strongly preferred. Series 65/66 or 7/66 is required.
• Experience:5+ years in paraplanning or investment operations at an RIA or hybrid RIA.
• Technical Knowledge:Working knowledge of financial services, including investment types, advisory accounts, and financial planning concepts.
• Teamwork:Ability to work effectively in a collaborative team setting while independently managing assigned responsibilities.
• Communication:Strong interpersonal and communication skills when interacting with clients and coworkers.
• Software:Strong proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint), planning software (such as eMoney, Money Guide, or similar), Wealthbox CRM (or similar), and custodial portals (Schwab & LPL Financial are a plus).
• Ethics:High level of ethics, discretion, compliance, and confidentiality.
• Compliance:Must pass a background check prior to hire.
• Traits:Ownership mentality, reliability, and a calm approach under pressure .

• Base Salary Range:$75,000 to $100,000 per year.
• Bonus:Annual performance based bonus potential tied to execution quality and firm goals.
• Insurance:Health, dental, and vision insurance.
• Retirement Plan:401(k) with match and discretionary profit sharing.
• PTO and holiday pay:PTO and holiday pay.
• Professional Development:Firm support for ongoing education at the discretion of leadership and alignment with career development objectives.

To apply, please submit your resume and a short intro video (under 2 minutes - Loom link preferred) describing your interest in the role and Revant Wealth. Additionally, please include a brief note answering:

• Describe a time you worked on a financial plan that resonated most with a client. What was the impact, and why did it stick out to you?
• What is one specific investment or planning process you have improved in the past?