Senior Financial Planner Job Description

We are seeking a Senior Financial Planner to join our growing team in San Diego, California. The ideal candidate will be responsible for creating financial life plans and managing key client relationships. This individual will play an integral role in adding value for our clients and shaping the future of a highly committed financial planning firm.

In this role, you will prepare comprehensive financial life planning, 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.

Responsibilities we’ll trust you with

  • Development of comprehensive personal and business financial plans.
  • Participate and lead client meetings to aid in communication regarding financial plans.
  • Contribute to the full range of financial planning areas, including cash flow management, debt management, retirement planning, estate plan review, real estate analysis, insurance evaluation, employee benefits review, tax analysis, investment management and education planning.
  • Partner with clients to ensure they take action and hold them accountable.
  • Provide concierge level service to a select group of clients.
  • Provide education to help clients meet their goals and achieve financial health.
  • Interact with the rest of our team to improve procedures and grow the firm.
  • Train other planners on our approach to financial planning


  • CFP® designation
  • Bachelor’s degree required; Finance, Accounting, Business or Economics preferred
  • At least 5 years experience
  • Existing client relationships is a plus
  • Proficiency in eMoney
  • Strong computer skills
  • Strong written and verbal communication skills.
  • Ideal team members for our office culture will have a strong work ethic, be self-motivated and have collaborative and interpersonal skills
  • Above average ability in time management and organizational skills


  • Competitive salary; significant raises based on merit; participation in bonus pool.
  • Health Insurance
  • Company Retirement Plan
  • Generous Time Off Plan
  • Continuing Education Allowance
  • Paid professional dues
  • Career track and future ownership possibilities
  • We offer a team-oriented atmosphere with a positive work environment.

About Illumination Wealth

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:

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



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.