Associate Financial Planner
Associate Financial Planner
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Job Description
Our firm is an established feeonly RIA located in North County San Diego carefully managing approximately $250 million. We take great pride in helping over 100 highnetworth families across 30 states successfully navigate retirement and avoid overpaying the IRS. Clients choose us for our expertise in retirement and tax planning and stay with us because of the outstanding service and highquality advice they receive.
We have built a strong reputation for excellence and are widely acknowledged for our awardwinning planning team which is committed to putting our clients interests first. As a small collaborative team every role is uniquely important and we consistently support one another to ensure nothing slips through the cracks.
We are seeking an Associate Financial Planner to support our planning team and clients and contribute to our continued rapid growth. You will collaborate closely with our planning team learning from them and engaging in several key areas such as:
- Data gathering and analysis
- Developing financial planning recommendations researching and resolving complex cases
- Responsibilities around reporting meeting preparation client service plan implementation and anything else that may help to move the business forward.
You bring a strong understanding of financial concepts a deep commitment to doing whats right and a passion for helping people. You can work autonomously hold yourself accountable and have a keen eye for detail. Your resourcefulness and dedication to tasks and deadlines ensure you thrive in a fastpaced environment.
You are enthusiastic about the opportunity to pick up the phone and provide clients with the industryleading service theyve come to expect. You love systems and processes and are always looking for ways to create efficiencies.
Perhaps most importantly you are wildly passionate about this profession and eager to specialize in retirement planning!
Responsibilities will include:
- Support the planning team in their preparation of wellpolished documentation and presentation materials for meetings
- Review and organize AI meeting notes on topics covered changes in clients needs and action items
- Schedule action items in CRM and other databases as necessary
- Complete all action items utilizing firm workflows processes procedures
- Assist in financial plan development including data entry research and monitoring for necessary updates
- Generate reports using Orion Salesforce/Quivr Fidelity Holistiplan etc.
- Collaborate with clients other professionals i.e. attorneys and CPAs to obtain and communicate necessary information
- Prepare financial forecasts cash flow projections and goal projections
- Research complex situations set client expectations and take proactive steps to resolve inquiries
- Proactively monitor custodian and internal alerts dials for relevant client updates
- Ensure accuracy and continuity of client data across multiple platforms
We are looking for a candidate who has:
- Bachelors degree required preferably in finance financial planning or a related field
- 13 years of progressive experience in the wealth management industry supporting one or more financial advisors preferred
- Industry licenses and/or CFP designation (or expectation to obtain quickly)
- Familiarity with industryspecific software (eMoney Holistiplan Orion Quivr) preferred
- Experience working with Fidelity as custodian preferred
- IntermediateAdvanced knowledge of Microsoft Office (Word Excel Outlook PowerPoint) is required
- The ability to be a selfstarter critical thinker problemsolver and goaloriented team player
- Demonstrated ability to communicate professionally (written and verbal)
- Excellent organizational and relationshipbuilding abilities
- Proven ability to multitask delegate and manage a busy workload
What we offer:
- Competitive base salary with bonus potential
- 401(k) with match
- Health insurance (medical and vision)
- PTO and paid holidays
- Ongoing career development including training/certification/licensing reimbursement
- Define career track with opportunities for growth
- Remote work flexibility on Fridays
- Company provided laptop workstation and necessary remote work materials
If youre passionate about financial planning thrive in a collaborative environment and want to be part of a firm committed to excellence wed love to hear from you!
Required Experience:
IC
Employment Type
Full Time
