Blankinship & Foster, LLC Fiduciary Financial Advisors · 8 hours ago
Associate Financial Advisor
Solana Beach, CA
Full-time
Hybrid
Entry, Mid Level
$85K/yr - $115K/yr
2+ years expBlankinship & Foster, LLC is an independent, fee-only wealth management firm specializing in retirees and near-retirees. The Associate Financial Advisor position supports Financial Advisors by providing technical financial planning assistance and managing client relationships.
ConsultingFinancial ServicesRetirementWealth Management
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
Qualification
Required
Certified Financial Planner (CFP) designation (Required)
Bachelor's degree required
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)
Preferred
Degree in Finance, Economics or Business Administration preferred
Benefits
Bonus
15 days of paid vacation plus sick time
Paid holidays
401(k) plan
Health insurance benefits
Continuing Education and conference reimbursement
Dues and membership fees for all approved professional organizations
Company
Blankinship & Foster, LLC Fiduciary Financial Advisors
Blankinship & Foster, LLC is an independent, fee only family wealth advisory firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Stefan Prvanov, CFP®
President/CEO
Jon Beyrer
Partner and VP Wealth Management
Company data provided by crunchbase