#2181

Financial Planner, CFP

San Diego, CA, United States

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

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.