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Financial Planner Recruiting, LLC
Financial PlannerFinancial Planner Recruiting, LLC • San Jose, CA, United States
Financial Planner

Financial Planner

Financial Planner Recruiting, LLC • San Jose, CA, United States
1 day ago
Salary
$90,000.00–$125,000.00 yearly
Job type
  • Full-time
Job description

Financial Planner

San Jose, California, United States

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 database 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 firm's 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+

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Financial Planner • San Jose, CA, United States

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