Financial Planner

Boutique Recruiting; San Diego (CA); On-site; USD 115,000 - 155,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

SIMPLE IRA with company match

Paid time off

Sick days

NYSE holidays

Performance-based bonus

Job summary

Boutique Recruiting seeks an experienced Financial Planner in San Diego to provide comprehensive planning for high-net-worth clients and collaborate with Wealth Advisors to execute tailored strategies.

The ideal candidate holds a CFP, has 5–8+ years of experience, and can translate complex financial concepts into clear client recommendations. This role offers a competitive compensation package and benefits.

Qualifications

• CFP designation required and maintained in good standing.
• 5–8+ 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.

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

Skills

CFP designation

HNWI experience

Financial planning

Communication skills

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office

Job description

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
• 5–8+ 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 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
• 10 days of PTO during the first year
• 5 paid 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