Senior Financial Planner

Telos Capital Management, Inc. is seeking a Senior Financial Planner to serve as the lead planner for our high-net worth client families. This high-impact position is designed for an experienced Financial Planner with the ability to coordinate the firm’s overall planning process and deliver comprehensive, tax-focused financial planning and advanced wealth strategies for high-net-worth individuals and families. That includes analyzing and developing actionable financial plans, conducting tax analyses, reviewing estate strategies, and summarizing financial documents, and leveraging advanced software platforms - all while building lasting relationships through your deep knowledge of holistic wealth management. This position offers direct engagement with sophisticated clients eager for purposefully designed strategies that reflect their unique goals and aspirations. Duties & Responsibilities Serve as lead financial planner designing and managing comprehensive, personalized financial plans, estate reviews, and tax analyses for high-net-worth clients and prospects, utilizing the firm’s sophisticated planning software. Partner with Wealth Advisors in delivering holistic financial plans, joining client meetings to discuss results, recommendations, and strategies for building and preserving multigenerational wealth. Report to the Director of Marketing, contributing to initiatives that enhance client outcomes, elevate firm visibility, and expand our holistic planning capabilities. Oversee implementation of financial plans, ensuring quality and alignment with clients’ long-term goals, portfolio strategy, and operational execution. Track client progress, prepare analytical reports, and communicate meaningful wealth milestones to clients. Maintain a comprehensive client database documenting all planning activities and follow-up actions, including Roth conversions, Beneficiary IRA distributions, and other critical tax planning opportunities. Cultivate a white-glove client experience that upholds the firm's fiduciary obligations and exceeds service expectations at every touchpoint. Provide ongoing education to advisors on current tax law and holistic planning strategies relevant to individuals, trusts, and small businesses. Ideal Qualifications Bachelor’s degree from an accredited university, with a strong background in accounting, finance, or economics. Certified Financial Planner (CFP) designation required; additional credentials such as CPA or EA are preferred. Minimum 5-8 years of experience delivering comprehensive financial plans, including tax, estate, investment, insurance, and retirement planning. Demonstrated expertise in financial planning and wealth management in a client-facing role. Proven relationship-building skills with high-net-worth individuals, both in-person and online, to present financial planning concepts and provide client advice. Outstanding oral and written communication skills, including effective presentation abilities. Ability to collaborate constructively within a team-oriented environment and manage priorities to meet established goals for financial planning deliverables. Strong desire to thrive in a dynamic, entrepreneurial small company setting, taking initiative and embracing diverse responsibilities. High ethical standards, financial planning expertise, investment skills, and sound judgment; advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and familiarity with eMoney, wealth.com, and Holistiplan software is a plus. Adhere strictly to fiduciary standards and the firm’s Code of Ethics. Maintain required professional designations and pursue continuing education to remain current on planning trends, tax law changes, and regulatory developments. About Us Headquartered in San Diego, Telos Capital Management, Inc. is a distinguished asset and wealth management firm with approximately $1.6 billion in assets under management and a team of 20 employees. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services. Our mission is to understand our clients’ current and future financial needs, help them grow and safeguard their wealth, and guide them with diligence, integrity, and excellence. Our comprehensive wealth management solutions combine advanced technology with time-tested expertise and disciplined strategies to help our clients pursue the life they envision and leave a legacy that endures. Why Telos At Telos Capital Management, Inc., planning is not an afterthought – it's central to everything we do. You'll have the tools, the client base, and the firm’s support to do your best work, with real opportunity to grow your leadership role as the firm grows. This position requires full-time, in-office presence at our San Diego, CA location. All applicants must be legally authorized to work in the U.S. Compensation Telos’s compensation model is designed to attract and retain exceptional advisors through competitive total compensation and a strong support structure. The starting base salary plus applicable bonus and incentives will vary based on the applicant’s education, experience, skills, and abilities. Benefits Medical insurance, Simple IRA retirement plan, tuition assistance #J-18808-Ljbffr