Senior Financial Planner — High-Touch Client Planning

ebs recruiters LLC; San Diego (CA); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

ebs recruiters LLC seeks a Senior Financial Planner to deliver personalized financial planning and exceptional client service in San Diego. You will collaborate with clients, advisors, and internal teams to create customized plans and manage ongoing relationships.

The ideal candidate is detail-oriented, relationship-driven, and adept at navigating complex financial decisions while maintaining confidentiality and regulatory compliance.

Formación

• Minimum 2 years of financial planning or related experience.
• Series 7 and Series 66 licenses required.
• CFP designation preferred.
• Bachelor’s degree or equivalent experience.
• Familiarity with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar).
• Strong communication, interpersonal, and relationship-building skills.

Responsabilidades

• Prepare for and lead client meetings.
• Gather, organize, and analyze client financial information.
• Develop customized financial plans, insurance illustrations, and financial scenarios.
• Communicate investment recommendations in collaboration with advisory teams.
• Track planning milestones and follow up on action items.
• Deliver proactive client service and ongoing relationship management.
• Manage client onboarding and support ongoing service needs.
• Maintain accurate records in CRM and financial planning systems.
• Respond to client inquiries and provide trusted financial guidance.
• Cultivate client relationships through thoughtful engagement and referral development.

Conocimientos

Communication skills

Relationship-building

Attention to detail

Organizational abilities

CRM familiarity

Microsoft Office proficiency

Educación

Series 7 license

Series 66 license

CFP designation preferred

Bachelor’s degree or equivalent experience

Herramientas

Salesforce

eMoney

MoneyGuidePro

Descripción del empleo

ebs recruiters LLC seeks a Senior Financial Planner to deliver personalized financial planning and exceptional client service in San Diego. You will collaborate with clients, advisors, and internal teams to create customized plans and manage ongoing relationships.

The ideal candidate is detail-oriented, relationship-driven, and adept at navigating complex financial decisions while maintaining confidentiality and regulatory compliance.