Senior Financial Planner
Financial Planner Recruiting, LLC - san francisco, CA
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Our client is a boutique RIA located in the San Francisco Bay area. They are seeking an experienced Financial Planner to join their team. If you are looking for a role that will be immediately client-facing and offer an amazing growth path, this is the opportunity for you.Responsibilities Include: -Lead existing client relationships and act as the first point of contact.-Develop, implement, and monitor robust financial plans for clients.-Utilize financial planning software effectively.-Assist other lead advisors with ongoing relationships and financial planning.-Interest in continuing to grow the current business and network within the community.Qualifications:-Bachelor's Degree, preferably in finance or financial planning.-7-10 years of experience in financial planning and a client-facing role.-CFP Required, CFA or CPA is a bonus-Growth Mindset.-Strong verbal and written communication skills.-Experience with eMoney required.-Experience working in the UHNW andor fee-only space is preferred.-Preferable small book to pensation and Benefits: -Base salary plus bonus. Base salary starting at $120k+, commensurate with experience.-401k.-Health insurance.-Profit Sharing.-Mostly in the office to start, with some hybrid flexibility.
Created: 2024-09-26