Financial Planner
$125kLeah Yosef International
Job Description
Financial Planner, CFP
\n1B+ AUM Independent RIA
\nSan Diego, CA
\n \nOverview
\nFast-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.
\n \nHighlights
\n- \n
- Focus primarily on financial planning, including gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationships \n
- Work extensively with eMoney, Holistiplan, and Wealth.com as the firm continues to expand its planning capabilities and use of technology \n
- Opportunity to manage client relationships and participate in business development if desired \n
- Potential to supervise another planner and grow into broader planning leadership as the firm continues to expand \n
- $125,000+ cash compensation inclusive of base and profit and performance based bonuses \n
Requirements
\n- \n
- 3+ years of financial planning experience \n
- CFP designation \n
- Tech-savvy with strong interpersonal and communication skills \n
2181
Vacancy posted 23 days ago
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