• Financial Planner

    Job Locations
    US-CA-Los Angeles
    Wealth Management
  • Overview

    First Republic Investment Management, a subsidiary of First Republic Bank, was founded on the principles

    of unbiased professional investment advice and dedication to their clients. The roots of First Republic

    Investment Management, an SEC registered investment advisor, extends over 80 years. In June 2007,

    Trainer, Wortham & Company and Starbuck, Tisdale & Associates, both formerly wholly owned subsidiaries

    of First Republic Bank, united to form First Republic Investment Management.


    Presently, First Republic Investment Management has AUM of more than $27 billion. Its sole focus is

    investment management and the mission is to provide personal, timely, and unbiased investment advice to

    our clients. We manage assets for individuals, families, foundations, endowments and other institutions. The

    firm is relationship driven and we measure success not by the value of the assets we manage, but by the

    number of clients we retain.


    First Republic Bank, a leading provider of private banking, private business banking and wealth management

    services, has 61 offices. The Bank specializes in delivering personalized relationship-based service through

    preferred banking or trust offices in major metropolitan areas: San Francisco, Los Angeles, Santa Barbara,

    Newport Beach, San Diego, Portland, Boston, Greenwich and New York City.


    First Republic Investment Management provides a wide range of investment advice for our clients. A

    primary goal of the firm is to generate steady and attractive long-term returns through all natural economic

    and market cycles. Within this framework, we build customized investment strategies to suit each client’s

    unique objectives through highly disciplined, diversified portfolios. By building diversified equity portfolios,

    and including high quality bonds when appropriate, we strive to provide sound returns over the long term.


    The Financial Planner is responsible for the design, implementation and administration of the financial

    planning function for First Republic clients and prospects. He or she will be responsible for gathering

    assets, addressing individual client needs. The primary responsibilities of the position are to:

    •  Offer clients the highest level of personalized financial planning services
    •  Help to generate growth in assets under management through their participation in client and prospect meetings

    The individual is not expected to draft documents or prepare tax returns. The financial plans delivered to

    clients should consider the following issues:

    • Tax planning and tax reduction strategies
    • Trust, trust strategy and structure
    • Estate planning, probate, and compliance
    • Cash flow modeling
    • Philanthropic strategies
    • Debt management
    • Future value projections
    • Insurance analysis and strategy
    • Legal obstacles and opportunities
    • Options analyses
    • Retirement planning

    He or she will be responsible for ensuring that the level of client service delivered is at the same high level

    that First Republic clients have come to expect from their bankers and Investment Professionals.




    • Experience in providing complex financial planning, estate, tax and other such advice in the high networth and ultra high net worth sector
    • An entrepreneurial, client-focused individual, with a bias for solutions and outstanding client service delivery
    • A true team player who puts the client and the organization first
    • Thought leadership through superior consulting and influence management skills
    • Advanced knowledge of planning practices and regulatory and compliance issues
    • Excellent analytical and modeling skills. This executive will have held roles with very strong analytical and strategic orientations
    • Proven leadership skills
    • The ability to work effectively in teams to facilitate group consensus across multiple stakeholder groups
    • Strong relationship management skills, extensive internal consulting experience, and a strong customer service orientation
    • Strong verbal and written communication skills, particularly with regard to client and executive management teams
    • The ability to translate prior knowledge and experience into strong and productive relationships internally and externally
    • A respected business partner who adds value to the broader team
    • Goal minded and able to motivate a team and mobilize the resources to accomplish objectives



    • Naturally competitive with a strong belief in the power of team work and consistency
    • Results driven
    • Accountability to co-workers and clients
    • Constantly intellectually curious and quantitative in thinking
    • Excellent interpersonal, verbal and written communication skills



    • An undergraduate, and preferably a graduate, degree from a top tier university is required
    • Certified Financial Planner
    • A Master of Science in Financial Planning is very attractive
    • A JD, or LLB, with a practice in Estate Planning, Tax Planning is very useful


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