Financial Planner

Financial Planner

San Jose, California, United States

Our client is a comprehensive financial planning firm committed to helping clients improve their long-term financial success. They are seeking a Financial Planner to join their team. This position will support a Lead Financial Advisor, with a growth path to directly leading client relationships.

Responsibilities:

• Prepare Financial Plans Through eMoney
• Process new account paperwork
• Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy and communication
• Leading weekly team meetings
• Heavy client interaction
• Working with firms trader for performing trade, rebalancing, and distribution requests
• Track and manage all aspects of asset movement
• Maintain comprehensive knowledge of, and interact with, the multiple investment management platforms
• Maintain strong working relationship with financial planning team
• Keep the practice up to date on all compliance activities
• Manage onboarding process with new clients including communication
• Coordinate activities with firms service team regarding specific tasks
• Manage teams client database systems/CRM (Redtail)

Qualifications:

• Bachelors degree
• Series 7 & 66 & 6 & 63 Licenses
• 3+ years of experience in financial services support or operations role.
• CFP designation
• Familiarity with LPL's platform, Albridge Solutions, eMoney, DocuSign, Excel Spreadsheets are a plus.
• Excellent oral and written communication skills.
• Ideal candidate is extremely well organized and detail oriented.
• Must be client-oriented and eager to provide great customer service.
• This person must be a team player, and able to work well with the firm's general service team.

Benefits:

• 401(k)
• 401(k) matching
• Employee discount
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Salary: Base salary (commensurate with experience), $90k-$125k+