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Financial Planner
1 month ago
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:
-Develop comprehensive financial plans for clients.
-Answer client questions or inquiries as needed.
-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 $120k-$150k+, commensurate with experience.
-401k.
-Health insurance.
-Profit Sharing.
-Mostly in the office to start, with some hybrid flexibility.
Financial Planner Recruiting, LLC's policy is to not discriminate against any applicant for employment or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.
