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Financial Planner

Company: Jobot
Location: San Rafael
Posted on: June 18, 2022

Job Description:

This Jobot Job is hosted by: Keith FletcherAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.A bit about us:Our client specializes in conflict-free fee-only financial advice. As a leader in financial planning and investment management, our client is committed to ethically assisting clients by putting their interests ahead of their own.Why join us?Competitive benefits package:

  • Health and dental insurance
  • Life insurance package
  • Generous PTO and holiday package
  • 401K contribution and match
  • Professional development expense allowance
  • Gym membership reimbursement
  • Tuition reimbursement
  • Paid volunteer time off (VTO)
  • Wellness programJob DetailsOur client is looking for Financial Planner who has experience providing advice to high-net-worth individuals/families. This role will interact directly with current clients while also cultivating new relationships. The financial planner role provides comprehensive advice covering clients' financial situations, including investments, retirement planning, estate planning, income taxes, and risk management.This position will work closely with the firm's managing director and is an excellent opportunity for a highly skilled and driven individual to help support our growth in the region. We are seeking to hire a planner who will work with our clients throughout the Bay Area, including our San Francisco, Mill Valley, and San Rafael locations. Additional experience preparing personal income tax returns for individuals/families is highly desired.Preferred education and experience include Bachelor's degree and 3 - 5+ years' experience in interacting with clients in a direct financial advisory capacity. Certified Financial Planner (CFP) professionals will receive a high preference. Additional designations such as Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)/Enrolled Agent (EA) are also preferred. Experience and Skills:
    • Provide ongoing comprehensive reviews of clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services
    • Developing new relationships with clients, including holding meetings, phone calls, and regular email interactions
    • Working in a team environment with other financial planners and performing any client tasks to maintain the high quality of service our clients receive
    • Assisting with preparations of personal income tax returns in coordination with our team of tax professionals
    • Performing and assisting with other general financial planning functions (e.g., retirement, estate planning, investment, insurance, and similar advice)
    • Cultivate relationships with service partners and local markets to optimize business opportunities and referralsInterested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Keywords: Jobot, San Rafael , Financial Planner, Accounting, Auditing , San Rafael, California

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