Job description

Financial Planning Specialist

North San Diego, California

Who we are –

Our firm provides fee-based comprehensive wealth management services to high net-worth individuals and families. Our clients include successful business owners and professionals with complex financial situations that require a sophisticated approach to financial planning. The work is process oriented with a high value placed on building long-term relationships.

This position provides technical support to the business owner/financial advisor. The planning associate is involved in plan development, investment review preparation, insurance illustrations, research, reporting, and presentation development. This role will assist with new account set-up, portfolio administration, insurance underwriting, as well as development of expertise in 401(k) plans and service.

Position responsibilities –

Financial Planning

• Assist with gathering and entering client data into eMoney financial planning software
• Grasp investment strategies and how they relate to a client’s goals; analyze and expose gaps
• Design financial plans customized to client needs and prepare for presentation to clients
• Understand how to read and interpret client statements
• Perform investment research and analysis on investment products and services

401(k) Plans

• Prep for and assist in conducting 401(k) plan educational meetings and follow up with plan participants
• Assist with preparing benchmarking analysis of 401(k) platforms for Plan Sponsor Clients

Life Insurance Process

• Prepare illustrations and present to clients
• Assist clients with the application process and underwriting

Operations

• Track client information through use of CRM software (we use Redtail)
• Demonstrate the importance of a “Serve First” philosophy
• Build rapport with clients through relationship building and strong communication skills
• Communicate daily with advisor
• Participate in weekly team meeting
• Daily task tracking and organization

About you –

• You have demonstrated your ability to achieve success in work and school
• You have a go-getter attitude, are proactive, and have excellent time management skills and attention to detail
• You are an excellent relationship-builder, and have very strong communication skills, both verbal and written
• You have exceptional analytical and problem-solving skills
• You desire an opportunity with potential to transition into a financial advisor role and to be personally mentored by a highly successful professional

Requirements –

• Completion of undergraduate studies (4-year degree) in Finance, preferably Financial Services
• Experience and understanding of financial products
• 2+ years of work experience; prior work with a financial advisor or broker-dealer is preferred
• 5 years of experience with Microsoft Office, especially Excel, Word, and Outlook. Knowledge of financial planning software, such as eMoney, and CRM system Redtail is highly desired
• Completion of FINRA SIE, Series 7, 66, and CA Life/Health licenses, or any combination is desired

We offer – A competitive salary commensurate with experience, bonus potential; 401(k) plan, stipend for health insurance if needed, and PTO.

Equal Opportunity Employer

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. CRN-5636412-041923

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Physical setting:

• Office

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Rancho Santa Fe, CA 92067: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Wealth management: 1 year (Preferred)
• Excel: 4 years (Preferred)
• Financial planning software: 1 year (Preferred)

License/Certification:

• FINRA License (Preferred)

Work Location: Hybrid remote in Rancho Santa Fe, CA 92067

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