Senior Financial Advisor

Blankinship & Foster, LLC; Solana Beach (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

15 days vacation

Paid holidays

401(k) plan

Health insurance

Continuing education reimbursement

Dues and professional memberships

Job summary

Blankinship & Foster, LLC in Solana Beach, CA seeks a Senior Financial Advisor to lead planning for clients, coordinating retirement, tax, estate, and investment strategies.

You will mentor junior advisors, work with attorneys and tax professionals, and contribute to growth through business development, client service excellence, and collaboration.

Qualifications

• CFP designation required; CPA is a plus.
• Bachelor’s degree from an accredited college or university.
• 7+ years of experience in comprehensive financial planning in a wealth management or RIA environment.
• Strong knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning.
• Hybrid schedule (remote and onsite in Solana Beach, CA).

Responsibilities

• Lead advisor and primary relationship manager for assigned clients.
• Lead the financial planning process across retirement, tax, estate, insurance, education, charitable, and investments.
• Conduct client meetings, explain complex planning concepts, and guide recommendations.
• Coordinate with attorneys, tax professionals, insurers and other advisors to implement recommendations.
• Mentor Advisors and Associate Advisors through coaching and collaboration.

Skills

Relationship management

Financial planning

Communication

Analytical thinking

Education

CFP designation

Bachelor's degree

Job description

Firm Description

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families specializing in retirees and near-retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, finding solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

Job Summary

The Senior Financial Advisor serves as the lead advisor for assigned clients, providing comprehensive financial planning and strategic guidance across retirement, tax, estate, investment, insurance, charitable and education planning. This role is responsible for managing client relationships, leading the planning process for assigned clients, coordinating planning and investment management implementation with clients and professional partners, and helping drive firm growth through mentorship, collaboration, and business development.

Duties and Responsibilities

• Serve as the lead advisor and primary relationship manager for assigned clients.
• Lead the financial planning process for clients, developing and implementing comprehensive strategies across retirement, tax, estate, insurance, education, charitable, and investment planning.
• Conduct client meetings, communicate complex planning concepts clearly, and guide clients through recommendations and implementations.
• Identify and address planning opportunities across retirement, tax, estate, insurance, education, charitable and investment planning
• Coordinate with attorneys, tax preparers, insurance professionals, and other advisors to support implementation of client recommendations.
• Contribute to firm growth through business development, process improvement, and participation in strategic initiatives.
• Mentor Advisors and Associate Advisors through coaching, collaboration and knowledge sharing.

Requirements and Qualifications

• Certified Financial Planner (CFP®) designation. CPA is a plus.
• Bachelor's degree from an accredited college or university.
• 7+ years of experience in comprehensive financial planning in a wealth management or RIA environment.
• Strong technical knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning.
• Ability to work a hybrid schedule (remote and onsite in Solana Beach, CA)

Work Style

• Client-focused, collaborative professional with strong relationship-building skills.
• Excellent communication skills with the ability to simplify complex financial concepts.
• Highly organized, analytical and detail oriented.
• Ability to work effectively with colleagues, clients and external professional partners.

Salary and Benefits

• Compensation will be commensurate with skills and experience
• Bonus
• 15 days of paid vacation to start, plus sick time
• Paid holidays
• 401(k) plan
• Health insurance benefits
• Continuing education and conference reimbursement
• Dues and membership fees for approved professional organizations
• Exempt position

Who Should Apply

Qualified candidates should have direct relevant experience in comprehensive financial planning within a wealth management or RIA environment. If you are thoughtful, detail-oriented, collaborative, service-oriented and passionate about delivering high quality financial planning advice.

No phone calls please.

For more information about our firm, please visit our website: www.bfadvisors.com

Blankinship & Foster, LLC is an Equal Opportunity Employer.