Financial Advisor

Blankinship & Foster•Solana Beach, CA

4h•$115,000 - $190,000•Hybrid

About The Position

The Financial Advisor is responsible for working as a team with a Senior Financial Advisor to meet with firm clients and maintain ongoing relationships. Responsibilities include preparing for client meetings, creating financial plans, advising clients and working with each client's advisory team to develop planning and strategies to meet client needs. The ideal candidate must have retirement, tax and estate planning knowledge and other technical skills in order to identify financial planning issues and develop recommendations. The candidate will work with and train other members in the financial planning department. The candidate is also expected to work with members in the Investment, Operational and Client Service departments. Responsibilities may also include strategizing long-term goals and plans for the department, supervising Associate Advisors and overseeing and participating in department and firm projects.

Requirements

Certified Financial Planner (CFP) designation
Bachelor's degree from accredited college or university, with strong academic record
5+ years of experience in financial planning with demonstrated record of planning knowledge (tax, estate planning and insurance)
Proficiency in Microsoft Office suite (Word, Excel, Outlook, PowerPoint)
Proficiency with financial planning, Social Security analysis and CRM software (eMoney, Social Security Analyzer, Holistiplan and Salesforce)
Exceptional organizational skills and multitasking abilities required with adherence to accuracy and detail
Ability to research and analyze new subjects
Strong written and verbal communication skills with the ability to communicate complex concepts in simple and understanding terms to clients
Strong relationship building skills with clients and other professionals
Team player mentality with ability to coach and mentor staff
Ability to work hybrid schedule (remote and onsite in our Solana Beach, CA, office)

Nice To Haves

Familiarity with portfolio management software (Orion)

Responsibilities

Assist with and maintain client relationships
Prepare for client meetings
Conduct client meetings with senior advisor
Own and drive the financial planning process which includes designing, analyzing and presenting customized plans in a clear and understandable manner that are tailored to each client's facts and circumstances.
Identify issues and planning opportunities for review and discussion with clients. This includes financial goal analysis, retirement planning, estate planning, tax planning, insurance needs analysis, education planning, Social Security planning and optimization and executive compensation planning.
Advise and strategize with clients to identify financial planning opportunities and make recommendations
Work with other professionals (estate planning attorneys, tax preparers, insurance agents, and others) to expedite client action items
Be a subject matter expert and stay current on planning issues.
Be an important member of the financial planning department by overseeing department projects, developing long-term department goals and mentoring Associate Advisors.