Financial Planner

Boutique Recruiting; San Diego (CA); Sur place; USD 115 000 - 155 000; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision insurance

SIMPLE IRA with a company match

PTO and Sick Days

Paid NYSE holidays

Performance-based bonus ~10%+

Annual performance reviews and salary

Résumé du poste

Boutique Recruiting is seeking a Financial Planner in California to deliver comprehensive financial planning for high-net-worth individuals and families, covering tax, retirement, estate, investment, and insurance strategies in collaboration with Wealth Advisors.

The ideal candidate holds a CFP designation with 5+ years of experience, demonstrates strong client communication, and translates complex planning concepts into actionable recommendations for clients while maintaining fiduciary

Qualifications

• CFP designation required and maintained in good standing.
• 5+ years of comprehensive financial planning experience.
• Proven experience working directly with high-net-worth clients.
• Strong knowledge of tax, estate, investment, insurance, and retirement planning.
• Excellent communication, presentation, and relationship-building skills.
• Proficiency with Microsoft Office and ability to work independently within a small, fast-paced team.

Responsabilités

• Develop comprehensive financial plans for high-net-worth clients.
• Advise on tax, retirement, estate, investment, and insurance planning strategies.
• Meet directly with clients to present plans and explain recommendations.
• Partner with Wealth Advisors to implement plans and deliver a coordinated client experience.
• Identify tax-efficient planning opportunities and Roth/IRA strategies.
• Maintain detailed client records and follow up on recommendations.

Connaissances

CFP knowledge

Client service

Communication

Relationship building

Financial planning

Presentation skills

Formation

CFP designation

Bachelor’s degree in finance/related field

Outils

Microsoft Office

Description du poste

Position Title: Financial Planner

The Financial Planner will provide comprehensive financial planning and client-facing advisory support for high-net-worth individuals and families, typically managing relationships of $500K–$1.5M+. This role will develop and implement personalized financial plans covering tax, retirement, estate, investment, and insurance strategies while partnering closely with Wealth Advisors to ensure recommendations are clearly communicated and properly executed.

The ideal candidate is a CFP professional with 5–8+ years of comprehensive financial planning experience, strong technical knowledge, and the ability to translate complex financial strategies into clear, actionable recommendations for clients.

Salary Range: $115,000 - $155,000 / Year, DOE

Responsibilities

• Develop comprehensive financial plans for high-net-worth clients based on their goals, financial circumstances, and long-term objectives
• Advise on tax, retirement, estate, investment, and insurance planning strategies
• Meet directly with clients to present financial plans, explain recommendations, and answer complex planning questions
• Partner closely with Wealth Advisors to implement financial plans and deliver a coordinated client experience
• Identify strategic planning opportunities, including Roth conversions, IRA strategies, and other tax-efficient solutions
• Maintain detailed client records, planning documentation, and timely follow-up on recommendations and action items
• Serve as a financial planning resource to advisors by providing guidance on tax laws, planning strategies, and evolving industry trends

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field
• CFP designation required and maintained in good standing
• 5+ years of comprehensive financial planning experience
• Proven experience working directly with high-net-worth clients
• Strong knowledge of tax, estate, investment, insurance, and retirement planning
• Excellent communication, presentation, and relationship-breaking skills with the ability to clearly explain complex financial concepts
• Proficiency with Microsoft Office and ability to work independently while collaborating effectively within a small, fast-paced team
• Commitment to fiduciary standards, professional ethics, and staying current on tax laws and financial planning trends
• Clean U4 and ability to successfully complete required background screening

Benefits

• Medical, dental, and vision insurance options
• SIMPLE IRA with a company match
• PTO and Sick Days
• Paid NYSE holidays
• Performance-based bonus expected to be approximately 10%+ based on performance
• Annual performance reviews and opportunities for salary growth

If you are an experienced CFP who combines sophisticated financial planning expertise with exceptional client service and wants to build a long-term career with a respected wealth management team,

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