Financial Planner (San Diego Metropolitan Area)

Financial Planner, CFP 1B+ AUM Independent RIA San Diego, CA Overview Fast-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. Highlights Focus primarily on financial planning, including gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationships Work extensively with eMoney, Holistiplan, and Wealth.com as the firm continues to expand its planning capabilities and use of technology Opportunity to manage client relationships and participate in business development if desired Potential to supervise another planner and grow into broader planning leadership as the firm continues to expand $125,000+ cash compensation inclusive of base and profit and performance based bonuses Requirements 3+ years of financial planning experience CFP designation Tech-savvy with strong interpersonal and communication skills 2181