Associate Financial Planner

FEE-ONLY RIA, MENTORSHIP, GROWING FIRM
Our client is a small family-owned financial planning firm operating in Southern California.  You will have the opportunity to work with the owner in a hands-on planning role without business development requirements.  This is the perfect opportunity for someone who is enthusiastic about financial planning to join a team dedicated to mentorship and learning and be able to contribute right away. 
WHAT YOU WILL GET TO DO
Manage the full client meeting cycle, from initial prep and note-taking to executing post-meeting action items. Work closely with the Lead Advisor and Paraplanner, you will help design, maintain, and update comprehensive financial plans to ensure they stay current with client goals. You will also be responsible for implementing the annual service calendar to keep planning areas on track throughout the year while assisting with high-level client requests.
QUALIFICATIONS 
Bachelor’s degree from an accredited university. Financial planning internship experience preferred. Desire to attain CFP designation. Series 65 preferred. Excellent written and verbal communication skills. Ability to identify, meet, and follow through with client needs and requirements. Be a self-starter, problem solver, and goal-oriented team player. Working knowledge of eMoney and Holistiplan are a plus.
THE PERKS 
Starting base salary range of $70k+ based on experience, plus bonus opportunities. Health, vision and dental insurance. Safe harbor 401k 3% match.