Financial Planner

Leah Yosef International; San Diego (CA); On-site; USD 113,000 - 138,000; Full time

Job summary

Leah Yosef International in San Diego seeks a Financial Planner to deliver sophisticated planning for high net worth clients from its San Diego office. You will focus on creating comprehensive financial plans and maintaining ongoing advisory relationships.

You will work with eMoney, Holistiplan, and Wealth.com to expand the firm’s planning capabilities and technology use, with an opportunity to supervise a junior planner and contribute to business development if desired.

Qualifications

• 3+ years of financial planning experience.
• Tech-savvy with strong interpersonal and communication skills.

Responsibilities

• Gather client information and prepare comprehensive financial plans.
• Maintain ongoing planning relationships with high net worth clients.
• Leverage eMoney, Holistiplan, and Wealth.com to expand planning capabilities.

Skills

Financial planning

Client relationships

Business development

Team leadership

Tools

eMoney

Holistiplan

Wealth.com

Job description

Fast-growing 1B+ AUM Independent RIA seeks a Financial Planner to play a central role in delivering sophisticated financial planning for high net worth clientele from its San Diego office.

Highlights

• Focus primarily on financial planning, including gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationships
• Work extensively with eMoney, Holistiplan, and Wealth.com as the firm continues to expand its planning capabilities and use of technology
• Opportunity to manage client relationships and participate in business development if desired
• Potential to supervise another planner and grow into broader planning leadership as the firm continues to expand
• $125,000+ cash compensation inclusive of base and profit and performance based bonuses

Requirements

• 3+ years of financial planning experience
• Tech-savvy with strong interpersonal and communication skills