Senior Financial Planning Associate — Growth & Client Impact

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 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.