Associate Financial Planner

Financial Planner Recruiting, LLC

San Diego (CA)

On-site

USD 80,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Profit-Sharing Plans

Job summary

A rapidly growing wealth management firm in San Diego seeks a motivated Paraplanner/Associate Advisor. The role involves partnering with Financial Advisors to provide excellent client service, manage financial plans, and coordinate with various professionals. Ideal candidates possess strong interpersonal skills, attention to detail, and a desire to grow within the firm. Competitive salary range of $80-110K with comprehensive benefits included.

Qualifications

2-5 years+ experience in wealth management or financial services.
Prior experience in a Registered Investment Advisor firm is a plus.

Responsibilities

Prepare client appointment agendas and follow through on assignments.
Attend client appointments and summarize actions for clients.
Keep technology systems updated and manage communications.

Skills

Interpersonal Skills

Attention to Detail

Problem Solving

Client Service

Time Management

Education

College Graduate

Tools

Microsoft Office Suite

CRM

Salesforce

DocuSign

Emoney

Orion

Job description

Direct message the job poster from Financial Planner Recruiting, LLC

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.

Seniority level