Blankinship & Foster (Solana Beach, CA) Seeking Associate Financial Planner/Paraplanner (Virtual Position)

Firm Description
Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach that provides integrated financial planning and investment management to individuals and families, especially physicians and retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, finding solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

Job Summary
The Associate Financial Planner position supports the Financial Advisors and provides technical financial planning assistance so the Advisors can manage client relationships.

No sales required.

Job Responsibilities

  • Client Relationships and Advisors Support
    • Assist with client relationships,
    • Assist with client meetings with lead advisor
    • Complete and/or assist Advisors with client follow-up actions
    • Delegate/coordinate non-advisory follow-up work with Client Service Associate or appropriate department or person.
  • Financial Planning Modules
    • Input data into financial planning software, including constructing and updating financial planning analyses, and identifying issues and opportunities for discussion with Advisors.
    • Complete financial planning modules (Financial Independence Analysis, Risk Management, Estate Planning, Social Security, College Planning, etc.), including inputting data into financial planning software, constructing and updating financial planning analyses, preparing reports and identifying issues and opportunities for discussion with Advisors.
  • Client Review Packages
    • Complete Client Review Packet packages (including Cash Flow Projections) ensuring that the packages are completed and delivered in a timely manner.
    • Meet with Advisors before client meetings to review packages and agendas, preparing a final Client Meeting Packet.
    • Implement changes and improvements in the process.
    • Trains others in the process of preparing the Client Review Packet.
  • Other Potential Responsibilities
    • Participate in financial planning department planning strategy and projects, such as:
      • Review financial planning software and make recommendations on best use of technology.
      • Administration responsibilities for current software.
      • Developing systems to improve the Financial Planning department and proving recommendations to the director.
      • Annual department projects, such as: Roth Conversions, Required Minimum Distributions, client key age events (i.e. starting Social Security and Medicare), Qualified Charitable Distributions, etc.
  • Research various financial planning questions.
  • Stay current on planning issues.

Requirements and Qualifications

  • Ability to work hybrid schedule (remote and onsite in our Solana Beach, CA, office)
  • Certified Financial Planner designation, or currently working toward completion (Required)
  • Bachelor’s degree in finance, economics, business administration or related field (Required).
  • Analytical thinker with good problem-solving skills.
  • Strong organizational skills, multitasking, accuracy, service-minded and meticulous adherence 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.
  • Proficient in Word, Excel, and Outlook.
  • Proficient, or desire to become proficient, with eMoney and Salesforce.
  • Familiarity with Orion is a plus.
  • Strong written and verbal communication skills.

Salary and Benefits

  • Compensation will be commensurate with skills and experience
  • 15 days of paid vacation plus sick time
  • Paid holidays
  • 401(k) plan
  • Health insurance benefits
  • This is a non-exempt position

Who Should Apply
If you are thoughtful, detailed, collaborative and service-oriented with a passion about providing high quality financial planning, and committed to contributing as a team member, please send your resume and cover letter to careers@bfadvisors.com.

Please spend time researching our firm by visiting our website and reading our blog. If Blankinship & Foster and this position sound interesting to you, please include in your letter:

  • Why you are a good fit for our firm and position
  • How you can contribute
  • Provide examples of anything that highlights you or your work

Applications
Qualified applicants should submit a cover letter and resume to Blankinship & Foster, LLC at careers@bfadvisors.com. No phone calls please.

For more information about our firm, please visit our website: www.bfadvisors.com