Financial Planner, CFP

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