Senior Financial Advisor - Hybrid (Remote/Onsite)
Blankinship & Foster, LLC Fiduciary Financial Advisors
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Blankinship & Foster, LLC is seeking a Senior Financial Advisor to lead client relationships and drive comprehensive financial planning across retirement, tax, estate, and investment planning. You will coordinate with attorneys, tax preparers, and insurance professionals to implement recommendations and mentor junior advisors.
The role emphasizes collaboration, client-focused service, and contributions to firm growth through business development and strategic initiatives.
Qualifications
- 7+ years of experience in comprehensive financial planning.
- Strong knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning.
- Hybrid schedule (remote and onsite in Solana Beach, CA).
- CFP designation required; CPA is a plus.
Responsibilities
- Lead advisor and primary relationship manager for assigned clients.
- Guide the financial planning process and implement comprehensive strategies.
- Coordinate with attorneys, tax professionals, and insurance advisors.
- Mentor Advisors and Associate Advisors through coaching and collaboration.
- Contribute to firm growth through business development and strategic initiatives.
Skills
Education
Job description
Blankinship & Foster, LLC is seeking a Senior Financial Advisor to lead client relationships and drive comprehensive financial planning across retirement, tax, estate, and investment planning. You will coordinate with attorneys, tax preparers, and insurance professionals to implement recommendations and mentor junior advisors.
The role emphasizes collaboration, client-focused service, and contributions to firm growth through business development and strategic initiatives.
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