Financial Planner

Our client is a comprehensive financial planning firm committed to helping clients improve their long-term financial success. They are seeking a Financial Planner to join their team. This position will support a Lead Financial Advisor, with a growth path to directly leading client relationships.

Responsibilities:

• Prepare Financial Plans Through eMoney

• Process new account paperwork

• Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy and communication

• Leading weekly team meetings

• Heavy client interaction

• Working with firms trader for performing trade, rebalancing, and distribution requests

• Track and manage all aspects of asset movement

• Maintain comprehensive knowledge of, and interact with, the multiple investment management platforms

• Maintain strong working relationship with financial planning team

• Keep the practice up to date on all compliance activities

• Manage onboarding process with new clients including communication

• Coordinate activities with firms service team regarding specific tasks

• Manage teams client data base systems/CRM (Redtail)

Qualifications:

• Bachelors degree

• Series 7 & 66 & 6 & 63 Licenses

• 3+ years of experience in financial services support or operations role.

• CFP designation

• Familiarity with LPL's platform, Albridge Solutions, eMoney, DocuSign, Excel Spreadsheets are a plus.

• Excellent oral and written communication skills.

• Ideal candidate is extremely well organized and detail oriented.

• Must be client-oriented and eager to provide great customer service.

• This person must be a team player, and able to work well with the firms general service team.

Benefits:

• 401(k)

• 401(k) matching

• Employee discount

• Health insurance

• Paid time off

• Professional development assistance

• Retirement plan

Salary:

Base salary (commensurate with experience), $90k-$125k+

**This firm is located in San Jose, CA, but we are open to qualified remote candidates, preferably based on the West Coast.