About this opportunity
Leah Yosef International lists this Financial Planner opportunity in san diego, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Planner, CFP
1B+ AUM Independent RIA
San Diego, CA
To be considered for an interview, please make sure your application is full in line with the job specs as found below.
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
Focus primarily on financial planning, including gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationships
Work extensively with eMoney, Holistiplan, and as the firm continues to expand its planning capabilities and use of technology
Opportunity to manage client relationships and participate in business development if desired
Potential to supervise another planner and grow into broader planning leadership as the firm continues to expand
$125,000+ xavwley cash compensation inclusive of base and profit and performance based bonuses
Requirements
3+ years of financial planning experience
CFP designation
Tech-savvy with strong interpersonal and communication skills
2181
Worksite address
san diego, TX, 78384, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.