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Full timeFinance

Financial Planner

Leah Yosef InternationalCalifornia🇺🇸United StatesPosted Oct 24, 2026

Quick overview

Salary$125k/yr
SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationCalifornia, United States

Job description

Job Description

Financial Planner, CFP

1B+ AUM Independent RIA

San Diego, CA

Overview

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

Requirements

  • 3+ years of financial planning experience
  • CFP designation
  • Tech-savvy with strong interpersonal and communication skills

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