Financial Planner
Cascade Financial Partners LLC · San Diego, California, United States
FULL TIMEpermanent
Job Description
The Financial Planner will support the firm’s Wealth Advisors in delivering exceptional financial planning and wealth management services while serving as a support advisor for client relationships. This role is designed for an experienced, client-facing professional who can independently lead meetings, develop sophisticated financial plans, and provide proactive strategic guidance.
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
This position is well suited for someone who is seeking long-term career development, increasing responsibility, and future leadership opportunities within a boutique advisory firm. All current Wealth Advisors are Partners, reflecting a long-term career that can lead to partnership for a qualified candidate.The ideal candidate is detail-oriented, analytical, and highly capable of managing multiple high-level responsibilities in a dynamic advisory environment.
Job Title: Financial PlannerLocation: San Diego, CAFirm: Cascade Financial PartnersStatus: Full-time | ExemptCompensation: Starting at $105,000 per year (DOE), along with comprehensive benefits and opportunity for annual bonuses.
ResponsibilitiesFinancial Planning & AdviceServe as a proactive resource on financial planning and regulatory developments; communicate key insights to the team and help enhance planning tools, deliverables, and the firm’s technology stack. Lead the development, delivery, and ongoing refinement of comprehensive financial plans.Independently conduct client discovery, present planning recommendations, and implement ongoing strategies.Review and analyze complex financial documents including tax returns, estate plans, insurance policies, and various financial statements, to identify planning opportunities.Proactively identify and model strategies such as Roth conversions, tax-loss harvesting, tax bracket management, charitable planning, and retirement income optimization.Create and update advanced estate planning diagrams and partner with attorneys/CPAs on complex client cases.Maintain and enhance planning templates, methodologies, and firmwide planning standards.Mentor junior team members through casework assistance, guidance on complex planning questions, and collaborative review to enhance accuracy, consistency, and overall quality of planning deliverables.Contribute to the ongoing evolution of the firm’s planning philosophy, processes, and best practices as a senior member of the advisory team.
Client Relationship Management Serve as support Advisor with potential to serve as primary Advisor for a segment of client relationships.Lead client meetings with professionalism, ensuring action items are clearly communicated and completed.Act as a trusted resource for clients, addressing ongoing questions and providing timely guidance.Proactively reach out to clients regarding planning opportunities, market events, or financial milestones.Ensure the firm’s client service standards are consistently met or exceeded.Develop long-term client relationships with increasing ownership and accountability over time.
Portfolio & Reporting SupportBuild and maintain target allocations and support Wealth Advisors in portfolio implementation.Partner with the investment team to monitor cash levels, manage account flows, and identify investment opportunities.Oversee the preparation and delivery of quarterly reports and ensure planning dashboards are updated.Support and enhance client portal adoption, ensuring a seamless digital experience.
Skills and Qualifications
RequiredBachelor’s degree in Finance, Economics, or related field.Minimum of 5 years in financial planning, wealth management, or a similar advisory role.CFP® designation required.Proficiency in eMoney (or similar planning software) and strong Excel/analysis capabilities.Exceptional written and verbal communication skills, with the ability to simplify complex planning concepts for clients.Proven ability to manage and deepen client relationships independently.PreferredFamiliarity with Tamarac, CRM systems, and industry reporting tools.Advanced tax knowledge, including experience with tax-efficient withdrawal strategies, charitable planning, and Roth strategies.Background working with high net worth clients.Additional RequirementsProactive: Ability to anticipate client needs and identify planning opportunities without direction.Detail-Oriented: Demonstrated precision in planning, reporting, and follow-through.Team-Focused: Comfortable collaborating with Directors, operations, and investment teams. xzbcwsv Professionalism: Represents the firm with integrity, maturity, and a client-first mindset.
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
This position is well suited for someone who is seeking long-term career development, increasing responsibility, and future leadership opportunities within a boutique advisory firm. All current Wealth Advisors are Partners, reflecting a long-term career that can lead to partnership for a qualified candidate.The ideal candidate is detail-oriented, analytical, and highly capable of managing multiple high-level responsibilities in a dynamic advisory environment.
Job Title: Financial PlannerLocation: San Diego, CAFirm: Cascade Financial PartnersStatus: Full-time | ExemptCompensation: Starting at $105,000 per year (DOE), along with comprehensive benefits and opportunity for annual bonuses.
ResponsibilitiesFinancial Planning & AdviceServe as a proactive resource on financial planning and regulatory developments; communicate key insights to the team and help enhance planning tools, deliverables, and the firm’s technology stack. Lead the development, delivery, and ongoing refinement of comprehensive financial plans.Independently conduct client discovery, present planning recommendations, and implement ongoing strategies.Review and analyze complex financial documents including tax returns, estate plans, insurance policies, and various financial statements, to identify planning opportunities.Proactively identify and model strategies such as Roth conversions, tax-loss harvesting, tax bracket management, charitable planning, and retirement income optimization.Create and update advanced estate planning diagrams and partner with attorneys/CPAs on complex client cases.Maintain and enhance planning templates, methodologies, and firmwide planning standards.Mentor junior team members through casework assistance, guidance on complex planning questions, and collaborative review to enhance accuracy, consistency, and overall quality of planning deliverables.Contribute to the ongoing evolution of the firm’s planning philosophy, processes, and best practices as a senior member of the advisory team.
Client Relationship Management Serve as support Advisor with potential to serve as primary Advisor for a segment of client relationships.Lead client meetings with professionalism, ensuring action items are clearly communicated and completed.Act as a trusted resource for clients, addressing ongoing questions and providing timely guidance.Proactively reach out to clients regarding planning opportunities, market events, or financial milestones.Ensure the firm’s client service standards are consistently met or exceeded.Develop long-term client relationships with increasing ownership and accountability over time.
Portfolio & Reporting SupportBuild and maintain target allocations and support Wealth Advisors in portfolio implementation.Partner with the investment team to monitor cash levels, manage account flows, and identify investment opportunities.Oversee the preparation and delivery of quarterly reports and ensure planning dashboards are updated.Support and enhance client portal adoption, ensuring a seamless digital experience.
Skills and Qualifications
RequiredBachelor’s degree in Finance, Economics, or related field.Minimum of 5 years in financial planning, wealth management, or a similar advisory role.CFP® designation required.Proficiency in eMoney (or similar planning software) and strong Excel/analysis capabilities.Exceptional written and verbal communication skills, with the ability to simplify complex planning concepts for clients.Proven ability to manage and deepen client relationships independently.PreferredFamiliarity with Tamarac, CRM systems, and industry reporting tools.Advanced tax knowledge, including experience with tax-efficient withdrawal strategies, charitable planning, and Roth strategies.Background working with high net worth clients.Additional RequirementsProactive: Ability to anticipate client needs and identify planning opportunities without direction.Detail-Oriented: Demonstrated precision in planning, reporting, and follow-through.Team-Focused: Comfortable collaborating with Directors, operations, and investment teams. xzbcwsv Professionalism: Represents the firm with integrity, maturity, and a client-first mindset.