Financial Planning & Analysis Consultant
$125kLeah Yosef International
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 2181
Vacancy posted 2 days ago
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