Junior Financial Planner - Wealth Management

Our firm is an established, fee-only RIA located in North County, San Diego, carefully managing approximately $250 million. We take great pride in helping over 100 high-net-worth families across 30+ states successfully navigate retirement and avoid overpaying the IRS. Clients choose us for our expertise in retirement and tax planning and stay with us because of the outstanding service and high-quality advice they receive. We have built a strong reputation for excellence and are widely acknowledged for our award-winning planning team, which is committed to putting our clients' interests first. As a small, collaborative team, every role is uniquely important, and we consistently support one another to ensure nothing slips through the cracks.We are seeking a Junior Financial Planner to support our planning team and clients and contribute to our continued rapid growth. You will collaborate closely with our planning team, learning from them and engaging in several key areas such as:Data gathering and analysisDeveloping financial planning recommendations, researching, and resolving complex casesResponsibilities around reporting, meeting preparation, client service, plan implementation, and anything else that may help to move the business forward. You bring a strong understanding of financial concepts, a deep commitment to doing what's right, and a passion for helping people. You can work autonomously, hold yourself accountable, and have a keen eye for detail. Your resourcefulness and dedication to tasks and deadlines ensure you thrive in a fast-paced environment. You are enthusiastic about the opportunity to pick up the phone and provide clients with the industry-leading service they've come to expect. You love systems and processes and are always looking for ways to create efficiencies.Perhaps most importantly, you are wildly passionate about this profession and eager to specialize in retirement planning! Responsibilities will include:Support the planning team in their preparation of well-polished documentation and presentation materials for meetingsReview and organize AI meeting notes on topics covered, changes in clients' needs, and action itemsSchedule action items in CRM and other databases as necessaryComplete all action items utilizing firm workflows, processes, proceduresAssist in financial plan development, including data entry, research, and monitoring for necessary updatesGenerate reports using Orion, SalesforceQuivr, Fidelity, Holistiplan, etc.Collaborate with clients' other professionals, i.e., attorneys and CPAs, to obtain and communicate necessary informationPrepare financial forecasts, cash flow projections, and goal projectionsResearch complex situations, set client expectations, and take proactive steps to resolve inquiriesProactively monitor custodian and internal alerts dials for relevant client updatesEnsure accuracy and continuity of client data across multiple platformsWe are looking for a candidate who has:Bachelor's degree required, preferably in finance, financial planning, or a related field1-3 years of progressive experience in the wealth management industry, supporting one or more financial advisors preferred Industry licenses andor CFP designation (or expectation to obtain quickly)Familiarity with industry-specific software (eMoney, Holistiplan, Orion, Quivr) preferred Experience working with Fidelity as custodian preferred Intermediate-Advanced knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint) is requiredThe ability to be a self-starter, critical thinker, problem-solver, and goal-oriented team playerDemonstrated ability to communicate professionally (written and verbal)Excellent organizational and relationship-building abilitiesProven ability to multitask, delegate, and manage a busy workloadWhat we offer:Competitive base salary with bonus potential 401(k) with matchHealth insurance (medical and vision)PTO and paid holidaysOngoing career development, including trainingcertificationlicensing reimbursementDefine career track with opportunities for growthRemote work flexibility on FridaysCompany provided laptop, workstation, and necessary remote work materialsIf you're passionate about financial planning, thrive in a collaborative environment, and want to be part of a firm committed to excellence, we'd love to hear from you!

Created: 2025-02-17