Financial Planner Job Description

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NOTE: This role can be performed remotely.
 
We are seeking a Financial Planner to join our growing team. If you are a CFP® professional with at least 3 years of diverse and comprehensive financial planning experience, this might be a good fit for you. This role will give you the opportunity to work directly with clients and help shape the future of a highly committed and cutting-edge financial planning firm.

The Financial Planner works with our Lead Advisors and Associate Financial Planners to provide an excellent experience for our clients. The Financial Planner will be asked to lead client planning relationships within 3 to 6 months, so it is important that you have experience in addressing a variety of personal financial planning topics and are ready and willing to be the main point of contact for a client.

In this role, you will be preparing for client meetings, conducting analysis, participating in client meetings, completing follow up communications and the implementation of action items that result from client meetings. In addition, you will prepare 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.

That’s the high-level description, but you probably want to hear more about the details:

Responsibilities we’ll trust you with

  • Prepare and/or review client meeting agendas and supporting documentation
  • Participate in client meetings with advisors, present recommendations, and take notes as requested
  • Draft and/or review meeting summary letters and ensure they are completed and sent out timely
  • Conduct analysis and research related to the full range of financial planning areas (cash flow, goal planning, investments, risk management, estate planning, taxes, real estate)
  • Create and maintain financial plans in eMoney
  • Compile and input investment account information into financial planning software to create portfolio reviews
  • Help clients implement our recommendations
  • Maintain eMoney, Salesforce and other systems with pertinent client information
  • Coordinate with outside professionals and advisors on behalf of clients (e.g. tax planning, insurance reviews, estate planning, etc.)
  • Communicate with clients
  • Create and maintain the SOPs and checklists of all relevant job responsibilities and tasks
  • Take initiative to fix or address issues

Qualifications

  • Bachelor’s degree required – Financial Planning or related field
  • 3+ years of experience in financial planning required
  • CFP® designation required
  • Series 65 (or equivalent) required
  • Seeking a defined career path in financial planning
  • Exceptional attentional to detail
  • Highly skilled at organization, accurate data entry, and following standard procedures
  • Builds rapport with a variety of personalities
  • Have a passion for helping people
  • Ability to operate in a highly dynamic environment and adapt to changes with a flexible attitude
  • Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude
  • Strong written and verbal communication skills.
  • Above average ability in time management and organizational skills.
  • Learns new software systems quickly

Perks

  • Competitive salary with significant raises based on merit
  • Participation in bonus pool
  • 401(k) plan with matching contributions
  • Subsidized health insurance coverage
  • Long-term disability coverage
  • Annual continuing education allowance
  • Paid professional dues
  • Generous time off policy
  • A team-oriented atmosphere with a positive work environment
  • Career track with mentoring by experienced, credentialed, senior planners

About Illumination Wealth

Illumination Wealth is a fast growing, boutique financial planning firm, headquartered in San Diego, California. We develop strategies for entrepreneurs and their families to ensure their money makes a difference in leading a life of freedom, fulfillment, and impact. Our integrative business & personal financial planning process allows our clients to make transformative financial life and investment decisions with confidence. We are passionate about being trusted advisers and our purpose is to meaningfully enhance the returns on our client’s entire financial lives. We have in-depth, long-term relationships with our clients and have embarked on a long-term, organic growth strategy.

Our core values:

  • We Put You First & Got Your Back
  • Building Balance
  • Leading with Emotional Intelligence
  • Precise Advice
  • Exceptional & Intentional: Service, Strategy, Results
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Disclosure

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.

Employment Type

Full-time
 
NOTE: This role can be performed remotely.