UHNW Financial Planner — Client Strategy & Growth Lead

Leah Yosef International; San Diego (CA); On-site; USD 113,000 - 138,000; Full time

Job summary

Leah Yosef International, a fast-growing independent RIA in San Diego, seeks a Financial Planner to deliver sophisticated financial planning for high net worth clientele from its San Diego office.

The role focuses on gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationships, with extensive use of eMoney, Holistiplan, and Wealth.com to expand planning capabilities.

Qualifications

• 3+ years of financial planning experience.
• Tech-savvy with strong interpersonal and communication skills.

Responsibilities

• Gather client information and prepare comprehensive financial plans.
• Maintain ongoing planning relationships with high net worth clients.
• Work with eMoney, Holistiplan, and Wealth.com to expand planning capabilities and technology use.
• Potential to supervise another planner and grow into leadership in the firm.
• Opportunity to manage client relationships and participate in business development if desired.

Skills

Financial planning

Client relationship management

Business development

Tools

eMoney

Holistiplan

Wealth.com

Job description

Leah Yosef International, a fast-growing independent RIA in San Diego, seeks a Financial Planner to deliver sophisticated financial planning for high net worth clientele from its San Diego office.

The role focuses on gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationships, with extensive use of eMoney, Holistiplan, and Wealth.com to expand planning capabilities.