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 specializing in retirees and near-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.
Organization Structure
Member of Financial Planning Department
Reports to Director of Financial Planning
Full-time position
Job Summary
The Associate Financial Advisor position supports the Financial Advisors and provides technical financial planning assistance to help manage client relationships.
Job Responsibilities
• Client Meeting Preparation
• 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.
• Financial Planning Modules
• 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.
• Support Advisors
• 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.
• Other Potential Responsibilities
• 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.
Requirements and Qualifications
• Certified Financial Planner (CFP) designation or currently working toward completion (Required).
• Bachelor’s degree required; degree in Finance, Economics or Business Administration preferred.
• One (1) 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)
Salary and Benefits
• Compensation: $70,000 to $115,000/year base salary, commensurate with skills and experience
• Bonus
• 15 days of paid vacation plus sick time
• Paid holidays
• 401(k) plan
• Health insurance benefits
• This is a non-exempt position
• Continuing Education and conference reimbursement
• Dues and membership fees for all approved professional organizations
Who Should Apply
If you are a thoughtful, detailed, collaborative, friendly, easy-going individual, and are passionate about providing high quality service committed to contributing as a team member, please submit your resume and cover letter and let us know the following:
• 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 [email protected]. No phone calls please.
For more information about our firm, please visit our website: www.bfadvisors.com