Associate Financial Planner

Direct message the job poster from Financial Planner Recruiting, LLC Our client is a rapidly growing, independent wealth management and financial planning practice in San Diego, CA, that serves successful business owners, executives, and high net worth individuals. They take pride in delivering high-quality service and professional coordination for our clients in a warm, welcoming, and positive environment. They are seeking a motivated and detail-oriented Paraplanner/Associate Advisor to join our friendly and professional team and to grow with our firm. The Paraplanner/Associate Advisor plays a critical role, partnering with the Financial Advisor team to provide excellent service to each client and ensure that their financial, estate, and tax plans are implemented properly through coordination with a variety of financial and legal professionals. Attributes and Qualities Exceptional interpersonal skills with an energetic and upbeat attitude Excellent attention to detail and accuracy Strong language skills, both verbal and written Independently motivated and persistent Passionate about client service and taking as much of the workload from the advisor as possible Deep critical thinking and problem-solving abilities Flexible in a changing environment with effective prioritization and time management skills Takes ownership and accountability with a strong work ethic Desire to learn new skills and grow Honest and Trustworthy. The Paraplanner/Associate Advisor may be assigned a variety of tasks and special projects as needed, including but not limited to the following: Essential Duties and Responsibilities Prepare client appointment agendas and propose action items for the servicing advisors review for the portfolio performance, financial plan update, and tax planning review meetings each year. Attend client appointments, write up and assign to do items, and follow through on assignments to completion Send a summary of each appointment to the client listing the actions to be taken by our team and by the client at the end of each appointment Prepare financial plans from start to finish for new clients Keep the information in our technology systems up to date (Emoney, Orion, etc.) Answer phone calls and emails and route to appropriate team members as needed Skills Required Computer and systems competency with skills including: Researching and communicating using web applications Proficiency with Microsoft Office Suite, CRM, etc. Knowledge or willingness to learn industry standard applications such as XLR8/Salesforce, Laser App, DocuSign, Schwab, Emoney, Orion etc. Ability to work both independently and collaboratively as needed. Ability to provide outstanding service and relate well to people of all backgrounds. Ability to manage multiple concurrent responsibilities, prioritize tasks, meet deadlines and be accurate. Qualifications: College graduate 2-5 years+ of experience in wealth management, financial services or related experience. Prior experience in a Registered Investment Advisor firm is a plus. CFP, or CPA and PFS, designations are preferred. Current Series 65 licensing is a plus Salary range of $80-110K with comprehensive benefits, including health, dental, vision, 401(k) and discretionary profit-sharing plans. Salary depends on experience and qualifications/certifications. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Administrative and Finance Industries Staffing and Recruiting Referrals increase your chances of interviewing at Financial Planner Recruiting, LLC by 2x Inferred from the description for this job 401(k) Medical insurance Vision insurance Get notified when a new job is posted. Sign in to set job alerts for “Financial Planner” roles. Financial Advisor - San Diego, CA - 200k+ (base and bonus) SUPERVISORY FINANCIAL MANAGEMENT ANALYST. Financial Advisor - San Diego County Credit Union Financial Advisor - Temecula and Surrounding Areas San Diego, CA $31,550.00-$115,740.00 18 hours ago Financial Advisor - San Diego County Credit Union We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr