Financial Planner (San Diego Metropolitan Area)
$125kFull-time
Leah 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 4 hours ago
Similar jobs that could be interesting for youBased on the Financial Planner (San Diego Metropolitan Area) in San Diego, CA vacancy
- ...Are you an experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest Advisors... ...satisfaction. Prudential Advisors has opportunities in: San Diego and Irvine, California. Our ideal candidate will deliver...SuggestedFull time
Prudential Advisors
San Diego, CA4 hours ago - ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
San Diego, CA4 hours ago $105k
...The Financial Planner will support the firm’s Wealth Advisors in delivering exceptional financial planning and wealth management services... ...environment. Job Title: Financial Planner Location: San Diego, CA Firm: Cascade Financial Partners Status: Full-time...SuggestedFull timeCascade Financial Partners, LLC
San Diego, CA4 hours ago- ...Now Hiring: Wealth Advisor – High Net-Worth Clients San Diego | Base Salary + Commission Ongoing Expansion | Global Wealth Management... ...’s most respected private client platforms, providing bespoke financial strategies to affluent individuals and families. What You...SuggestedFull timePrivate practiceWork at officeImmediate start
Talent Focus Executive Search and Consulting
San Diego, CA2 days ago $100k - $108k
...business leaders throughout the organization. In addition to financial planning and reporting (internal & external), you will also... ...to our home. Our US headquarters sits in the heart of San Diego’s UTC area. It features an open, modern aesthetic with lots of collaboration...SuggestedPart timeSummer workCasual workWork at officeWork from homeWorldwideFlexible hoursVistage Worldwide, Inc.
San Diego, CA4 hours ago- ...education and sales. You will gain valuable exposure in the beauty industry, build connections, and open doors for future opportunities! This position covers the San Diego, CA market. Brand Advisors are scheduled at various beauty retailer locations within this market area....Temporary work
Headkount
San Diego, CA1 day ago $29 per hour
...Billing Analyst | Hybrid, Downtown San Diego | Contract to Hire | $29/hr Are you interested... ...and missing data Review accuracy of financial transactions and run reports daily,... ...race, religion and gender to geographical area, university, lifestyle and personality type...Hourly payContract workPart timeWork at officeProven Recruiting
San Diego, CA4 hours ago$80k - $85k
...funding opportunities and alignment of prospects and programs for San Diego County. The position will serve as an advisor to Corps Officers... ...representatives to communicate TSA’s priority funding areas as they match foundation interests. Develop new relationships with...Contract workThe Salvation Army Southern CA Division
San Diego, CAa month ago- ...Senior Financial Analyst supporting R&D finance operations at a genomics company. Provides... ...recurring reporting for assigned R&D portfolio areas Analyze operating expense, headcount,... ...day-to-day direction Residence in San Diego area with ability to commute 2-3 days...2 days per week3 days per week
Illumina
San Diego, CA8 days ago $100k - $110k
...Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading... ...Finance Primary hiring location: San Diego Secondary hiring locations: Atlanta/... ...capital markets and other product areas. Support credit analysis for structured...Permanent employmentFull timeWork experience placementCasual workWork at officeLocal areaRemote workMUFG Bank, Ltd.
San Diego, CA8 days ago$260k - $365k
...Job Description Job Description Senior Financial Regulatory & Compliance Associate Direct Counsel is representing a leading AmLaw... ...| Atlanta, GA | Washington, D.C. | Dallas, TX | Chicago, IL | San Diego, CA | San Francisco, CA | New York, NY | Phoenix, AZ Onsite...Full timeDirect Counsel
San Diego, CAa month ago$69.47k
...027 Commercial Banking Development Program - Credit Analyst - San Diego, CA - Aerospace & Defense Location: Carmel Valley What you... ...'ll be primarily responsible to spread, manage and maintain financial background information on present and prospective customers, and...Hourly payFull time$23.19 - $28.35 per hour
...outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts...Temporary workLocal area- ...Pool department. This position will be supporting the Central San Diego region. Minimum Qualifications High school diploma or... ...products and services. General knowledge of Credit Union and/or financial institution loan policies and procedures. Demonstrated...Full timeWork experience placementMonday to FridayNight shift
San Diego County Credit Union
San Diego, CA20 days ago - ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$25 - $26.77 per hour
...Bank Of America Job Posting At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$26 - $33 per hour
...Senior Relationship Banker On-Site | San Diego, CA Compensation: $26.00 - $33.00 per hour, plus incentives Actual compensation... ...As a Senior Relationship Banker, you'll serve as a trusted financial resource for members by opening accounts, processing consumer...Hourly payWork at office- ...Job Description Job Description Project Financial Analyst - Remote /Hybrid About the Opportunity If you enjoy building... ...primarily remote with occasional onsite meetings as needed (in San Diego/possibly LA office on occassion) What You'll Do •Develop...Work at officeRemote work
Confidential
San Diego, CA2 days ago $55k - $86k
...The Financial Planning Training Specialist within our Financial Planning team supports advisor success by providing guidance, training... ...Range: The base salary range for this role in Dallas, TX & San Diego, CA is $55,000 - $86,000, plus a competitive performance-based...Full timeWork at officeFlexible hoursCetera Financial Group
San Diego, CA4 hours ago$47.84k
...Coordinator to work at our beautiful community, Shift Apartments, in San Diego, CA . The Resident Services Coordinator is the property's... ...Driver’s License and proof of insurance Some travel to areas outside property location. Compensation and Benefits...Part timeWork at officeLocal areaShift work- ...Experienced Financial Advisor Location: San Diego, CA | Company: Sagient Financial Build the Practice You Envision—With the Right Support Behind You Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in...Full time
$56k - $75k
...Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office Classification: Full-... .... · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or...Full timeWork at officeSimplicity Group Holdings
San Diego, CA10 days ago- ...Events Team plans and executes large events such as our annual fundraiser. And we plan community building or educational events across San Diego County to create space for folks to meet others who are passionate about climate justice! What You’ll Do: Plan and run...Local area
SanDiego350
San Diego, CA1 day ago $85k - $100k
...Strategic Financial Analyst - High Value and Impact Role at Culture Centric Organization A mission-driven, high-growth organization is... ...various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting...Part timeProven Recruiting
San Diego, CA4 hours ago- ...Financial Advisor Reports to: Commercial Head About Us: BBVA Global Wealth Advisors... ...He/she will be part of a team based in San Diego, CA and supported by an institutional platform... ...desired goals. Accountabilities & Areas of responsibility Manage and maintain...Full timeTemporary workWork experience placement
BBVA Global Wealth Advisors
San Diego, CA1 day ago $82.5k - $123.7k
...than you ever thought possible.Position Title: Senior Financial Analyst, R&D FinanceLocation: San Diego, CA (Hybrid)Reports To: Associate Director, Finance -... ...needed. The individual must reside in the San Diego area and be able to commute to our corporate offices.Essential...Full timeWork at officeLocal areaMonday to FridayShift work2 days per week3 days per weekIllumina
San Diego, CA3 days ago$82.5k - $123.7k
...more than you ever thought possible.Position Summary:The Senior Financial Analyst - Manufacturing role leads financial planning and... ...on-site presence as needed. The individual must reside in the San Diego area and be able to commute to our corporate offices.Key Responsibilities...Full timeWork at officeLocal areaMonday to Friday2 days per week3 days per weekIllumina
San Diego, CA2 days ago$27 - $33 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to and...Full timeTemporary workLocal area$125k
...Financial Planner, CFP 1B+ AUM Independent RIA San Diego, CA To be considered for an interview, please make sure your application is full in line with the job specs as found below. Overview Fast-growing 1B+ AUM Independent RIA seeks a Financial Planner...Work at officeLeah Yosef International
San Diego, CA2 days ago$310k - $390k
...mid-level associate to join our growing corporate group in the San Diego office. The candidate must have a minimum of 4 years of experience... ...Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are...Full timeWork at officeImmediate startRelocationRelocation packageDLA Piper
San Diego, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner (San Diego Metropolitan Area). Be the first to apply!
Related searches
- senior wealth advisor San Diego, CA
- financial advisor training program San Diego, CA
- project finance associate San Diego, CA
- financial consultant San Diego, CA
- financial associate San Diego, CA
- jde finance consultant San Diego, CA
- financial planner San Diego, CA
- wealth advisor San Diego, CA
- financial planning administrator San Diego, CA
- financial planning assistant San Diego, CA