Financial Planner
Leah Yosef International · San Diego, Texas, United States
FULL TIMEpermanent
Job Description
Financial Planner, CFP1B+ AUM Independent RIASan Diego, CA
To be considered for an interview, please make sure your application is full in line with the job specs as found below.
OverviewFast-growing 1B+ AUM Independent RIA seeks a Financial Planner to play a central role in delivering sophisticated financial planning for high net worth clientele from its San Diego office.
HighlightsFocus primarily on financial planning, including gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationshipsWork extensively with eMoney, Holistiplan, and as the firm continues to expand its planning capabilities and use of technologyOpportunity to manage client relationships and participate in business development if desiredPotential to supervise another planner and grow into broader planning leadership as the firm continues to expand$125,000+ xzbcwsv cash compensation inclusive of base and profit and performance based bonuses
Requirements3+ years of financial planning experienceCFP designationTech-savvy with strong interpersonal and communication skills
2181
To be considered for an interview, please make sure your application is full in line with the job specs as found below.
OverviewFast-growing 1B+ AUM Independent RIA seeks a Financial Planner to play a central role in delivering sophisticated financial planning for high net worth clientele from its San Diego office.
HighlightsFocus primarily on financial planning, including gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationshipsWork extensively with eMoney, Holistiplan, and as the firm continues to expand its planning capabilities and use of technologyOpportunity to manage client relationships and participate in business development if desiredPotential to supervise another planner and grow into broader planning leadership as the firm continues to expand$125,000+ xzbcwsv cash compensation inclusive of base and profit and performance based bonuses
Requirements3+ years of financial planning experienceCFP designationTech-savvy with strong interpersonal and communication skills
2181
Details
| Company | Leah Yosef International |
| Location | San Diego, Texas, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |