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Cascade Financial Partners, LLC · 19 hours ago

Financial Planner

San Diego, CA

Full-time

Onsite

Mid, Senior Level

$105K/yr - $105K/yr

5+ years exp

Cascade Financial Partners is a growing, independent, partner-led RIA serving high-net-worth families through a fiduciary approach to financial planning, investment management, and multigenerational wealth strategies. The Financial Planner will support the firm’s Wealth Advisors in delivering exceptional financial planning and wealth management services, while independently leading client meetings and developing sophisticated financial plans.

Financial Services

Responsibilities

Serve as a proactive resource on financial planning and regulatory developments; communicate key insights to the team and help enhance planning tools, deliverables, and the firm’s technology stack

Lead the development, delivery, and ongoing refinement of comprehensive financial plans

Independently conduct client discovery, present planning recommendations, and implement ongoing strategies

Review and analyze complex financial documents including tax returns, estate plans, insurance policies, and various financial statements, to identify planning opportunities

Proactively identify and model strategies such as Roth conversions, tax-loss harvesting, tax bracket management, charitable planning, and retirement income optimization

Create and update advanced estate planning diagrams and partner with attorneys/CPAs on complex client cases

Maintain and enhance planning templates, methodologies, and firmwide planning standards

Mentor junior team members through casework assistance, guidance on complex planning questions, and collaborative review to enhance accuracy, consistency, and overall quality of planning deliverables

Serve as support Advisor with potential to serve as primary Advisor for a segment of client relationships

Lead client meetings with professionalism, ensuring action items are clearly communicated and completed

Act as a trusted resource for clients, addressing ongoing questions and providing timely guidance

Proactively reach out to clients regarding planning opportunities, market events, or financial milestones

Ensure the firm’s client service standards are consistently met or exceeded

Build and maintain target allocations and support Wealth Advisors in portfolio implementation

Partner with the investment team to monitor cash levels, manage account flows, and identify investment opportunities

Oversee the preparation and delivery of quarterly reports and ensure planning dashboards are updated

Support and enhance client portal adoption, ensuring a seamless digital experience

Qualification

CFP® designationFinancial planning experienceEMoney proficiencyExcel analysisAdvanced tax knowledgeClient relationship managementProfessionalismCommunication skillsDetail-orientedTeam-focused