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Open nowFirst seen 4 days ago

Financial Planner

Financial Planner Recruiting, LLC28 open roles

Pay
$90,000 – $125,000 a year
Where
San Jose, California, United States
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Your applicationOpen nowFinancial PlannerFinancial Planner Recruiting, LLC · San Jose, California, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Financial Planner Recruiting, LLC's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

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+

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  1. A CV for this posting

    Written against Financial Planner Recruiting, LLC's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Financial Planner Recruiting, LLC's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

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  5. Reply with AI

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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