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Job description
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 Wealth.com 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+ cash compensation inclusive of base and profit and performance based bonuses
Requirements
3+ years of financial planning experience
Tech-savvy with strong interpersonal and communication skills
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Worksite address
san diego, CA, 92189, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.