Financial Planner

Define Financial; San Diego (CA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

50% firm-paid health insurance

401(k) with 4% Employer Match

PTO & paid holidays

Remote work flexibility on Fridays

Defined career track for growth

Job summary

A financial planning firm in San Diego is seeking an experienced Financial Planner. This role focuses on supporting client relationships, providing tax and retirement planning advice, and collaborating with a team. Ideal candidates will have 3-5 years of experience and a strong interest in financial planning. This full-time position offers a starting salary of $100,000 with bonus potential and flexible remote work options.

Qualifications

• 3-5 years in a Financial Planner or client-facing role.
• Strong interest in tax and retirement planning.
• Comfortable stepping gradually into client-facing responsibilities.

Responsibilities

• Support lead planners across all stages of the planning process.
• Serve as the primary contact for client questions.
• Prepare for client meetings and follow up on tasks.
• Assist with ongoing tax strategy.
• Build expertise in retirement financial planning.

Skills

Client-facing communication

Tax planning

Retirement planning

Investment recommendations

Team collaboration

Tools

Salesforce

eMoney

Holistiplan

Orion

YCharts

Excel

Job description

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This role is designed for an experienced Financial Planner who is ready to take the next step toward supporting and eventually leading client relationships.

If 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!

Who You Are

• 3-5 years in an Associate Planner, Financial Planner, or client-facing role
• Strong interest in tax and retirement planning
• Comfortable stepping gradually into client-facing responsibilities
• Experience with industry-specific platforms: Salesforce, eMoney, Holistiplan, Orion, YCharts, Excel, etc.

What You’ll Do

• Support lead planners across all stages of the planning process
• Serve as a primary point of contact for client questions, coordination, and ongoing needs
• Prepare for and follow up on client meetings, including notes, plan updates, and task management
• Assist with ongoing tax strategy—projections, Roth conversions, tax withholdings, charitable planning, etc
• Build deep expertise in retirement financial planning and apply it directly to client plans
• Support investment recommendations aligned with firm-wide strategy
• Maintain accurate documentation in the CRM and planning tools
• Communicate with CPAs, attorneys, and other professionals to support integrated planning tasks
• Adhere to all compliance, regulatory, and internal policy requirements

Why You’ll be a Great Fit

• You care deeply about doing right by clients and delivering thoughtful, high-quality planning.
• You have a strong foundation in financial planning and can put in the work required to lead relationships within 6–12 months.
• You love learning—especially in tax planning and complex retirement systems.
• You thrive in a structured environment with clear processes and high expectations.
• You’re comfortable taking ownership of tasks, meeting deadlines, and following through without reminders.
• You communicate clearly, professionally, and with compassion.
• You’re energized by teamwork and believe great planning happens collaboratively.

What You’ll Get

This is a full-time W-2 role:

• Annual base salary: Starting at $100,000
• Total compensation: Potential for up to 15% bonus eligibility

Benefits include:

• 50% firm-paid health insurance
• 401(k) with up to 4% Employer Match
• PTO & paid holidays
• Remote work flexibility on Fridays
• A supportive, collaborative environment and a defined career track to accelerate your growth

Interview Process (5-Steps)

Our hiring process is designed to help you show your best work and give you insight into our culture, expectations, and team:

Step 1 - Application and Resume Upload

Step 2 - Phone Call (15-Min) with Office Manager

Step 3 - Formal Interview (60-Min) with Lead Planner & Partner

Step 4 - Final Round Conversations

Step 5 - Closing Discussion and Next Steps

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales