Financial Planner

Financial Planner, CFP1B+ AUM Independent RIASan Diego, CAOverviewFast-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.HighlightsFocus primarily on financial planning, including gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationshipsWork extensively with eMoney, Holistiplan, and Wealth.com as the firm continues to expand its planning capabilities and use of technologyOpportunity to manage client relationships and participate in business development if desiredPotential to supervise another planner and grow into broader planning leadership as the firm continues to expand$125,000+ cash compensation inclusive of base and profit and performance based bonusesRequirements3+ years of financial planning experienceCFP designationTech-savvy with strong interpersonal and communication skills2181