Posted: 22-Jan-26
Location: Huntington Beach, California
Type: Full Time
Salary: $125,000 - $175,000
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Lead Financial Planner
Apella Wealth | Huntington Beach, CA
Build Deep Client Relationships. Grow Your Career. Do Work That Matters.
Apella Wealth is growing—and our Huntington Beach office is adding experienced Certified Financial Planner® professionals to meet increasing client demand.
This is a rare opportunity to step into a well-supported, high-trust financial planning role within a national, fee-only RIA—while working closely with a collaborative local team led by seasoned CFP® practitioners and leaders in the profession.
If you love comprehensive financial planning, value strong teamwork, and want a clear path for professional growth without pressure to “sell,” we’d love to meet you.
Why Apella?
At Apella, we do meaningful financial planning with people we genuinely enjoy working with.
We support clients through major life transitions—retirement, loss, divorce, business exits—and we support each other just as intentionally. Our planners are empowered to focus on planning and relationships, not sales quotas or administrative overload.
The Huntington Beach team is collaborative, client-centered, and deeply invested in doing excellent work—together.
The Role
As a Lead Financial Planner, you’ll serve as a primary advisor, leading client relationships and delivering holistic financial planning.
What You’ll Do
- Lead client relationships with empathy, transparency, and fiduciary care
- Build and manage comprehensive plans across:
- Investments
- Retirement
- Tax
- Estate
- Insurance and risk management
- Conduct and lead client meetings (in-person and virtual)
- Partner with CPAs, estate attorneys, and internal teammates
- Work closely with dedicated support planners and client services professionals for execution and service
- Participate in business development efforts through referrals and aligned prospect conversations
This is a planning-first role—not commission-driven or cold-calling focused.
Who You Are
- CFP® certificant with 4–7 years of financial planning experience
- Confident leading client meetings and guiding complex conversations
- Empathetic, ethical, and genuinely client-centered
- Organized, thoughtful, and comfortable balancing multiple relationships
- Collaborative by nature—you enjoy being part of a strong team
Requirements
- Bachelor’s degree
- CFP® designation required
- Experience across retirement, investment, tax, estate, and insurance planning
- Ability to work primarily in person in our Huntington Beach office
Growth & Opportunity
This role offers increasing autonomy, deeper client relationships, and clear long-term growth as Apella continues to expand—locally and nationally.
You’ll be supported by experienced leadership, strong systems, and a team that wants you to succeed.
Compensation & Benefits
- Unlimited paid time off
- Competitive salary based on experience
- 401(k) with 4% company match
- Medical insurance coverage
- Life and disability insurance
- Ongoing professional development and CE support
- The chance to help shape the future of a growing regional team
Ready to Apply?
If you’re an experienced CFP® professional who loves financial planning and wants to grow with a firm that values people and purpose, we’d love to connect.
Please submit your resume to julie_abelson@ajg.com.