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Financial Advisor

2 months ago

Solana Beach, United States Blankinship & Foster, LLC Fiduciary Financial Advisors Full time

Financial Advisor Firm Description Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families, with a focus on physicians and retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, working together to find solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team. Job Summary The Financial Advisor is responsible for working as a team with a Senior Financial Advisor to meet with firm clients and maintain ongoing relationships. Responsibilities include preparing for client meetings, creating financial plans, advising clients and working with each client’s advisory team to develop planning and strategies to meet client needs. The ideal candidate must have retirement, tax and estate planning knowledge and other technical skills in order to identify financial planning issues and develop recommendations. The candidate will work with and train other members in the financial planning department. The candidate is also expected to work with members in the Investment, Operational and Client Service departments. Responsibilities may also include strategizing long-term goals and plans for the department, supervising Associate Advisors and Wealth Management Residents and overseeing and participating in department and firm projects. Job Responsibilities Assist with and maintain client relationships Prepare for client meetings Conduct client meetings with senior advisor Own and drive the financial planning process which includes designing, analyzing and presenting customized plans in a clear and understandable manner that are tailored to each client’s facts and circumstances. Identify issues and planning opportunities for review and discussion with clients. This includes financial goal analysis, retirement planning, estate planning, tax planning, insurance needs analysis, education planning, Social Security planning and optimization and executive compensation planning. Advise and strategize with clients to identify financial planning opportunities and make recommendations Work with other professionals (estate planning attorneys, CPAs, insurance agents, and others) to expedite client action items Be a subject matter expert and stay current on planning issues. Be an important member of the financial planning department by overseeing department projects, developing long-term department goals and mentoring other planners and Wealth Management Residents. Requirements and Qualifications Certified Financial Planner (CFP) designation Bachelor’s degree from accredited college or university, with strong academic record 3 to 5 years of experience in financial planning with demonstrated record of planning knowledge (tax, estate planning and insurance) Proficiency in Microsoft Office suite (Word, Excel, Outlook, PowerPoint) Proficiency with financial planning, Social Security analysis and CRM software (eMoney, Social Security Analyzer, Holistiplan and Salesforce) Familiarity with portfolio management software (Orion) Exceptional organizational skills and multitasking abilities required with adherence to accuracy and detail Ability to research and analyze new subjects Strong written and verbal communication skills with the ability to communicate complex concepts in simple and understanding terms to clients Strong relationship building skills with clients and other professionals Team player mentality with ability to coach and mentor staff Ability to work hybrid schedule (remote and onsite in our Solana Beach, CA, office) Salary and Benefits Compensation will be commensurate with skills and experience 15 days of paid vacation plus sick time Paid holidays 401(k) plan Health insurance benefits Continuing Education and conference reimbursement Dues and membership fees for all approved professional organizations This is an exempt position Who Should Apply If you are thoughtful, detailed, collaborative and service-oriented, are passionate about providing high quality financial planning, and committed to contributing as a team member, please send your resume and cover letter to careers@bfadvisors.com. Please spend time researching our firm by visiting our website and reading our blog. If Blankinship & Foster and this position sound interesting to you, please include in your letter: Why you are a good fit for our firm and position How you can contribute Provide examples of anything that highlights you or your work Chosen candidate will be required to successfully complete a full background/credit check at the offer stage. Applications Qualified applicants should submit a cover letter and resume to Blankinship & Foster, LLC at careers@bfadvisors.com. No phone calls please. For more information about our firm, please visit our website: www.bfadvisors.com Blankinship & Foster, LLC is an Equal Opportunity Employer.