We are seeking an Associate Financial Planner to join our growing team in San Diego, California. If you are a CFP® professional with at least 2 years of experience, this might be a good fit for you. This role will allow for the opportunity to immediately work directly with clients and help shape the future of a highly committed financial planning firm.
In this role, you will be preparing for all meetings, conducting research, preparing reports for client service requests, completing follow up communications and the implementation of actions that result from client meetings and relationships. In addition, you will prepare initial drafts of all of our financial life plans including building financial models, performing financial analysis, conducting client-specific research, coordinating with outside service providers and developing recommendations.
A qualified candidate must be passionate about helping clients, reliable, organized, and goal-oriented. This position requires the ability to work well in both a self‐directed manner and in a collaborative environment while embracing the firm’s core values. Candidates should passionately believe that client interests always come first.
Illumination Wealth is a Financial Life Planning firm, headquartered in San Diego, California. Illumination takes a concierge approach to financial life design. We provide clients a custom crafted planning process coupled with ongoing advice and strategy that allows them to make transformative financial life and investment decisions with confidence. We are passionate about being their trusted advisers and helping them achieve a greater return on their entire financial life. We have in-depth, long-term relationships with our clients and have embarked on a long-term, organic growth strategy.
Our core values:
This job description does not necessarily list all the duties of the position. You may be asked by management to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time. This job description is not a contract for employment, and either you or Illumination may terminate employment at any time, for any reason.