Associate Financial Advisor

Blankinship & Foster•Solana Beach, CA

8d•$85,000 - $115,000•Hybrid

About The Position

The Associate Financial Advisor position supports the Financial Advisors and provides technical financial planning assistance to help manage client relationships.

Requirements

Certified Financial Planner (CFP) designation (Required).
Bachelor's degree required; degree in Finance, Economics or Business Administration preferred.
Two (2) to four (4) years of relevant industry experience with a demonstrated record of planning knowledge (tax, estate planning and insurance).
Analytical thinker with good problem-solving skills.
Strong organizational skills, multitasking, accuracy, service-minded and meticulous attention to details required.
Completes responsibilities in a timely manner. Professional, personable, tactful, efficient, and self-motivated.
Strong interpersonal skills and sense of teamwork valued.
Strong relationship building skills with clients and other professionals.
Strong written and verbal communication skills.
Proficiency in Microsoft Office suite (Word, Excel, Outlook, PowerPoint)
Proficiency, or desire to become proficient, in eMoney and Salesforce.
Ability to work hybrid schedule (remote and onsite in our Solana Beach, CA, office a few times a week, as needed)

Responsibilities

Prepare for client meetings by completing updated client financial statements and identifying relevant financial planning issues and opportunities to be discussed in the meeting. Preparation includes meeting with the Financial Advisor teams to review prepared information and complete materials for the client meeting.
Implement changes and improvements in the process.
Complete financial planning modules (Financial Independence Analysis, Risk Management, Estate Planning, Social Security, College Planning, etc.), including software data input, constructing and updating financial planning analyses, preparing reports and identifying issues and opportunities for discussion with the Financial Advisors.
Implement changes and improvements in the process.
Complete and/or assist the Financial Advisors with client questions and needs. This may include providing advice to clients, as appropriate for the role.
Delegate/coordinate non-advisory follow-up work with Client Service Associate or appropriate department or person.
Participate in financial planning department planning strategy and projects, such as:
Review financial planning software and make recommendations on the best use of technology.
Administration responsibilities for current software.
Developing systems to improve the Financial Planning department and providing recommendations to the FP Director.
Annual department projects, such as: Roth Conversions, client key age events (i.e. starting Social Security and Medicare), Qualified Charitable Distributions, tax-planning events, etc.
Research various financial planning questions.
Stay current on planning issues.