Senior Financial Planning Associate

McKell Partners Wealth Management; Riverside (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive base compensation

Firm-level and individual bonus opportunities

Retirement plan with employer matching

Two weeks of paid vacation plus paid holidays

Additional paid time off around Thanksgiving and Christmas

Early office closure on Fridays

Friendly, flexible, and growth-oriented work environment

Long-term career advancement opportunities

Job summary

McKell Partners Wealth Management, located in Riverside, California, is looking for an experienced financial planning professional to enhance our advisory services. In this role, you will be the primary point of contact for clients, assisting with financial plan preparation and ensuring a high level of client service.

The position offers meaningful growth opportunities, a supportive work environment, and competitive compensation. Ideal candidates will have a background in wealth management, strong communication skills, and proficiency with financial planning software.

Qualifications

• 5-10+ years of experience in wealth management, financial services, accounting, law, or a related field.
• Ability to manage multiple priorities and provide exceptional client service.
• Experience with securities and/or insurance licenses is a plus.

Responsibilities

• Serve as a primary point of contact for client requests.
• Assist advisors with financial plan preparation and updates.
• Prepare meeting materials, reports, and follow-up items.
• Maintain accurate client records within the CRM system.
• Support advisors across wealth management and retirement planning.

Skills

Communication skills

Organizational skills

Problem-solving skills

Relationship management skills

Attention to detail

Education

Bachelor's degree in finance, business, economics, accounting, or related field

Tools

CRM systems

Microsoft Office

Financial planning software

eMoney

RightCapital

Redtail

Wealthbox

Salesforce

Schwab Advisor Center

Fidelity Wealthscape

Job description

McKell Partners is an independent wealth advisory firm serving individuals, families, and business owners. Based in Riverside, California, we operate as fiduciaries, helping clients navigate all aspects of their financial lives through a high-touch, relationship-driven experience.

Our CPA background and comprehensive planning approach allow us to deliver advice that goes beyond traditional investment management, integrating tax, retirement, estate, insurance, and wealth planning into a coordinated strategy.

About the Role

We are seeking an experienced financial planning professional to support advisors with financial planning, client service, and implementation while helping deliver an exceptional client experience.

This position offers meaningful long-term growth opportunities, including increasing responsibility in financial planning, client relationship management, and leadership within the firm.

Key Responsibilities

• Serve as a primary point of contact for client requests and coordinate with team members to ensure exceptional service.
• Assist advisors with financial plan preparation, plan updates, data gathering, and implementation of planning recommendations.
• Prepare meeting materials, reports, summaries, and follow-up action items.
• Coordinate account openings, transfers, beneficiary updates, RMDs, charitable gifting strategies, wire transfers, and other client service requests.
• Maintain accurate client records within the firm's CRM system and identify opportunities to improve workflows and operational efficiency.
• Support advisors across wealth management, retirement planning, insurance planning, estate planning coordination, and corporate retirement plan services.
• Work full-time from our Riverside office while collaborating closely with fellow team members.

Skills & Qualifications

• 5-10+ years of experience in wealth management, financial services, accounting, law, or a related professional services field.
• Bachelor's degree in finance, business, economics, accounting, or a related field preferred.
• Excellent communication, organizational, problem-solving, and relationship management skills with strong attention to detail.
• Ability to manage multiple priorities and provide exceptional client service.
• Proficiency with CRM systems, Microsoft Office, and financial planning software.
• Experience with eMoney, RightCapital, Redtail, Wealthbox, Salesforce, Schwab Advisor Center, Fidelity Wealthscape, or similar platforms is a plus.
• Securities and/or insurance licenses are a plus.
• CFP®, CPA, or progress toward a CFP® designation is highly valued.
• Competitive base compensation commensurate with experience and qualifications.
• Firm-level and individual bonus opportunities.
• Retirement plan with employer matching.
• Two weeks of paid vacation plus paid holidays.
• Additional paid time off around Thanksgiving and Christmas.
• Early office closure on Fridays.
• Friendly, flexible, and growth-oriented work environment.
• Long-term career advancement opportunities within a growing independent advisory firm.