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
- 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
- CFP designation
- Tech-savvy with strong interpersonal and communication skills
2181
Financial Planner in San Diego Metropolitan Area at Leah Yosef International
This position is listed as full time and onsite. It was posted 2 days ago.