More jobs:
Financial Planner
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-10-11
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-10-11
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Fast-growing 1B+ AUM Independent RIA seeks a Financial Planner to play a central role in delivering sophisticated financial planning for high net worth clientele from its San Diego office.
Highlights- Focus primarily on financial planning, including gathering client information, preparing comprehensive plans, and maintaining ongoing planning relationships
- Work extensively with eMoney, Holistiplan, and as the firm continues to expand its planning capabilities and use of technology
- Opportunity to manage client relationships and participate in business development if desired
- Potential to supervise another planner and grow into broader planning leadership as the firm continues to expand
- $125,000+ cash compensation inclusive of base and profit and performance based bonuses
- 3+ years of financial planning experience
- Tech-savvy with strong interpersonal and communication skills
Step into the Financial Planner role at Leah Yosef International in San Diego, CA, United States and grow with us.
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