Senior Financial Planner

1 month ago


San Francisco, United States Financial Planner Recruiting, LLC Full time

Our client is a boutique RIA located in the San Francisco Bay area. They are seeking an experienced Financial Planner to join their team. If you are looking for a role that will be immediately client-facing and offer an amazing growth path, this is the opportunity for you.


Responsibilities Include:

-Lead existing client relationships and act as the first point of contact.

-Develop, implement, and monitor robust financial plans for clients.

-Utilize financial planning software effectively.

-Assist other lead advisors with ongoing relationships and financial planning.

-Interest in continuing to grow the current business and network within the community.


Qualifications:

-Bachelor's Degree, preferably in finance or financial planning.

-7-10 years of experience in financial planning and a client-facing role.

-CFP Required, CFA or CPA is a bonus

-Growth Mindset.

-Strong verbal and written communication skills.

-Experience with eMoney required.

-Experience working in the UHNW and/or fee-only space is preferred.


Compensation and Benefits:

-Base salary plus bonus. Base salary starting at $150k+, commensurate with experience.

-401k.

-Health insurance.

-Profit Sharing.

-Mostly in the office to start, with some hybrid flexibility.



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