Associate Financial Planner Job at Financial Planner Recruiting, LLC, San Diego, CA

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  • Financial Planner Recruiting, LLC
  • San Diego, CA

Job Description

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.

Job Tags

Flexible hours,

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