Senior Financial Planner & Wealth Strategy Lead

Energy Jobline ZR; San Diego (CA); On-site; USD 95,000 - 116,000; Full time

Job summary

Cascade Financial Partners seeks a skilled Financial Planner to support Wealth Advisors in delivering advanced financial planning and wealth management services in San Diego, CA. You will independently lead meetings, develop sophisticated plans, and provide proactive strategic guidance to high-net-worth clients.

The role emphasizes long-term career growth, partnership potential, and collaboration with a senior advisory team. Competitive benefits accompany a strong, client-focused culture.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• Minimum of 5 years in financial planning, wealth management, or a similar advisory role.
• CFP® designation required.
• Proficiency in eMoney (or similar planning software) and strong Excel/analysis capabilities.
• Exceptional written and verbal communication skills, with the ability to simplify complex planning concepts for clients.
• Proven ability to manage and deepen client relationships independently.
• Familiarity with Tamarac, CRM systems, and industry reporting tools.
• Advanced tax knowledge, including experience with tax-efficient withdrawal strategies, charitable planning, and Roth strategies.
• Background working with high net worth clients.

Responsibilities

• Lead financial planning and ongoing refinement of comprehensive financial plans.
• Independently conduct client discovery, present planning recommendations, and implement ongoing strategies.
• Review and analyze complex financial documents to identify planning opportunities.
• Model strategies such as Roth conversions, tax-loss harvesting, and retirement income optimization.
• Create and update advanced estate planning diagrams and coordinate with attorneys/CPAs.
• Mentor junior team members and maintain planning standards.

Skills

CFP designation

Education

Bachelor’s degree in Finance, Economics, or related field

CFP designation

Tools

eMoney

Tamarac

CRM systems

Job description

Cascade Financial Partners seeks a skilled Financial Planner to support Wealth Advisors in delivering advanced financial planning and wealth management services in San Diego, CA. You will independently lead meetings, develop sophisticated plans, and provide proactive strategic guidance to high-net-worth clients.

The role emphasizes long-term career growth, partnership potential, and collaboration with a senior advisory team. Competitive benefits accompany a strong, client-focused culture.