Financial Planner

Financial Planner, CFP

1B+ AUM Independent RIA

San Diego, CA

Overview

Fast-growing 1B+ AUM Independent RIA seeks a Financial Planner to play a central role in delivering sophisticated financial planning for high net worth clientele from its San Diego office.

Highlights

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• Focus primarily on financial planning, including gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationships
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• Work extensively with eMoney, Holistiplan, and Wealth.com as the firm continues to expand its planning capabilities and use of technology
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• Opportunity to manage client relationships and participate in business development if desired
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• Potential to supervise another planner and grow into broader planning leadership as the firm continues to expand
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• $125,000+ cash compensation inclusive of base and profit and performance based bonuses
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Requirements

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• 3+ years of financial planning experience
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• CFP designation
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• Tech-savvy with strong interpersonal and communication skills
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