Financial Planner

Aldrich Wealth LP•San Diego, CA

3h•Hybrid

About The Position

We are seeking an analytical professional to join our dynamic team as a Financial Planner. This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients. The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and contribute to team success. Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth. At Aldrich Wealth, we believe an exceptional client experience begins with an exceptional team. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.

Requirements

Minimum of 3 years of experience in financial planning
Bachelor’s degree from an accredited college or university
Experience with a financial planning software
CFP® or PFS designation or in the process of obtaining
Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios.
Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney.
Excellent analytical, strategic thinking and problem-solving skills.

Responsibilities

Develop customized, comprehensive financial plans designed to help clients achieve their goals.
Work directly with clients to gather information and present financial plans.
Build rapport with clients and potential clients with the goal of building a lasting relationship.
Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.
Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes.
Advance the utilization of the financial planning software(s) and other technologies