Certified Financial Planner
4 weeks ago
The Company
A fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based on our clients’ specific objectives and needs.
We think differently. While traditional allocations to stocks, bonds, and real estate are necessary to form a well-diversified portfolio, we believe alternative investments should be incorporated to deliver a sound investment strategy. Adding alternative investments, paired with thorough due diligence and research, can help provide proper diversification to insulate against market volatility.
The Department
As a Financial Planner, you will play a crucial role in creating and maintaining financial plans for our Wealth Advisor team. Your responsibilities will include retaining and growing client relationships through high-touch service, developing comprehensive financial plans, and collaborating with tax and legal advisors to address complex client needs. Additionally, you will work closely with the investment team to construct portfolios aligned with clients' long-term goals.
The Wealth Planner purpose:
- Ensure outstanding service and customer satisfaction.
- Develop scalable processes and procedures to support company growth and maximize efficiency.
- Work closely with the AlphaCore team to employ the investment policies and strategies of AlphaCore.
- Champion and embody our seven Core Values.
The Wealth Planner's responsibilities include:
- Create and update comprehensive financial plans for high-net-worth clients.
- Collaborate with clients' tax and legal advisors to address complex financial needs.
- Construct investment portfolios that align with the clients' long-term objectives.
- Retain and grow client relationships through exceptional service and communication.
- Embrace and uphold AlphaCore's seven core values in all interactions and decision-making.
- Maintain a deep understanding of investment and wealth advisory products and services.
- Effectively communicate and present financial proposals to clients.
- Ensure compliance with regulatory requirements and risk management protocols.
- Successfully complete the Series 65 or Series 66 exam, if not already certified.
Your qualifications
Required:
- Multi-tasker and flexible: Able to manage multiple tasks and projects simultaneously in a fast-paced environment, and adjust priorities for self and staff as needed
- Experience working with major custodians such as Schwab and/or Fidelity
- Certified Financial Planner (CFP) designation.
- Bachelor's degree in a related field.
- Proven experience in financial planning and proficiency with related tools.
- Strong relationship management skills and credibility to make persuasive recommendations to sophisticated, high-net-worth clients.
- Developed investment knowledge and expertise with a deep understanding of financial markets.
- Effective written and verbal communication skills for preparing professional proposals and presentations.
- Sound knowledge of operations, regulatory compliance, and risk management.
- No history of securities regulation violations or pending proceedings.
- Strong problem-solving, analytical, and project management skills
- Excellent written and oral communication skills
- Proficiency with Microsoft Excel and other Microsoft Office products
Desired:
- Experience with Black Diamond, Salesforce, Money, and iCapital Portal
- Understanding of alternative investment subscription documents and private placement memorandums
- Experience at a Registered Investment Advisory (RIA) firm
Job Type: Full-time
Benefits:
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
Physical setting: Office
Schedule:
- 40 Hours per week
- Monday to Friday
Ability to commute/relocate:
- La Jolla, CA 92037: Reliably commute or planning to relocate before starting work (Preferred)Education:
- Bachelor's (Required)
- Certified Financial Planner (CFP) designation
Experience:
- Financial services industry: 3 years (Preferred)
- Wealth preservation planning: 2 years (Preferred)
Work Location: In person
-
Certified Financial Planner
4 weeks ago
San Antonio, United States Financial Life Advisors Full timeFinancial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well‐established and fast-growing, fee‐only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full‐time)...
-
Certified Financial Planner
4 weeks ago
San Antonio, United States Financial Life Advisors Full timeFinancial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well‐established and fast-growing, fee‐only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full‐time)...
-
Certified Financial Planner
4 weeks ago
San Diego, United States KDS Search Full timeJob DescriptionJob DescriptionThe CompanyA fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based on our clients' specific objectives and needs.We think differently. While traditional allocations to stocks, bonds, and real estate are...
-
Certified Financial Planner
4 weeks ago
San Diego, United States KDS Strategic Search Group Full timeThe CompanyA fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based on our clients’ specific objectives and needs.We think differently. While traditional allocations to stocks, bonds, and real estate are necessary to form a...
-
Financial Planner
2 weeks ago
San Diego, United States AlphaCore Wealth Advisory Full timeAbout AlphaCore Wealth Advisory: AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing high-net-worth clients with comprehensive wealth management services. Our mission is to help our clients achieve their financial goals through a client-centric approach, guided by our seven core values. We are seeking a motivated and...
-
Financial Planner
4 weeks ago
San Diego, United States AlphaCore Wealth Advisory Full timeAbout AlphaCore Wealth Advisory:AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing high-net-worth clients with comprehensive wealth management services. Our mission is to help our clients achieve their financial goals through a client-centric approach, guided by our seven core values. We are seeking a motivated and...
-
Financial Advisor
4 weeks ago
San Diego, United States Priority Financial Group Full timeRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and...
-
Financial Advisor
4 weeks ago
San Diego, United States Priority Financial Group Full timeRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and...
-
Financial Planner
3 hours ago
San Antonio, United States TalentLink Solutions Full timeJob DescriptionJob DescriptionWe are a fee-only wealth management firm that provides comprehensive advisory and investment services, as well as tax planning and preparation, all of which starts with a financial plan. Our goal is to utilize financial planning to find the point of balance between maximizing quality of life, while not putting our clients in...
-
Financial Planner
9 hours ago
San Antonio, United States TalentLink Solutions Full timeJob DescriptionJob DescriptionWe are a fee-only wealth management firm that provides comprehensive advisory and investment services, as well as tax planning and preparation, all of which starts with a financial plan. Our goal is to utilize financial planning to find the point of balance between maximizing quality of life, while not putting our clients in...
-
Financial Planner Trainee
2 weeks ago
San Antonio, United States New York Life Full timeCareer Description: New York Life financial planners help clients identify and achieve their financial goals. New York Life is dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of investment products and...
-
Vice President of Financial Planning
1 week ago
San Diego, United States Centura Wealth Advisory Full timeCentura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth process. Key elements include: income tax and, wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing boutique RIA serving both ultra-high...
-
Vice President of Financial Planning
3 weeks ago
San Diego, United States Centura Wealth Advisory Full timeJob DescriptionJob DescriptionCentura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth® process. Key elements include: income tax and, wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing...
-
Financial Advisor
7 days ago
San Diego, United States International Staff Consulting Full timeAre you already a successful financial planner looking for a smaller, more intimate working environment to supercharge your business? Do you value an environment that nurtures your autonomy and provides you the resources to excel? Join this highly coveted Financial Services firm that prides itself in supporting each member of their team to the fullest extent...
-
Magical Vacation Planner
1 week ago
San Diego, United States Adventures With The Bissingers Full time🚀✨ Transform Your Love for the most Magical Theme Parks in the world into a Career - Become a Magical Vacation Planner with Us! ✨🚀 Dream of turning your passion and experience into a profession? We're on the lookout for vibrant souls eager to deliver Magical travel experiences! As our Magical Vacation Planner, you'll be the heart and soul behind...
-
Financial Advisor
1 week ago
San Francisco, United States Hanover Full timeOur San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships. As the Client Relationship Manager, you will be providing financial planning guidance, educating clients on their customized portfolios through phone...
-
Financial Advisor
2 weeks ago
San Francisco, United States Hanover Full timeOur San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships. As the Client Relationship Manager, you will be providing financial planning guidance, educating clients on their customized portfolios through phone...
-
Mid-level Federal Planner
6 days ago
San Diego, United States WSP Full time**This Opportunity** WSP is currently initiating a search for a **Full-Time Senior Federal Planner **with the potential to work out of our **San Diego, CA; Colorado Springs, CO; Denver, CO; Washington, DC; Atlanta, GA; Kansas City, MO; Pittsburgh, PA; Dallas, TX; San Antonio, TX; Virginia Beach, VA; or Tacoma, WA **office. Become an integral part of the...
-
Inventory Planner
3 weeks ago
San Francisco, United States 400 Athleta, Inc. Full timeAbout the Role In this role you will be a part of the Inventory Management team that brings the financial strategy of our product vision to life by managing the largest financial asset of the company: our product itself. As Merchandise Planner, you will drive the success of one or more product categories by creating a financial roadmap and marrying it...
-
Private Wealth Planner
5 days ago
San Francisco, CA, United States Cedent Consulting Full timeTitle: Private Wealth Planner @ San Francisco, CA. Terms of Hire: Full Time. Job description: Business OverviewClient Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Client Wealth Management is one of the largest businesses of its kind in the world...