Certified Financial Planner

1 month ago

San Diego, United States KDS Search Full time
Job DescriptionJob Description

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

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