Job post summary

Date posted: August 11, 2025

Pay: $75,000.00 - $100,000.00 per year

Job description:

Boutique investment firm in Solana Beach, CA, seeks a Junior Planner to join the team and support the lead advisor in various stages of the financial planning process. If you are highly organized, detail-oriented, and eager to grow professionally in a dynamic and collaborative environment, this is the position for you. You will have the opportunity to work closely with clients, assisting in creating tailored financial plans and supporting the ongoing management of client portfolios. To be successful in this role, you will want to have:

• Experience: 3-5 years of financial planning experience.
• Certifications: CFP and/or Series 65.
• Software Proficiency: Familiarity with financial planning software and industry-specific CRMs. Experience with Advyzon, Schwab Advisor, iRebal, eMoney Advisor, Holistiplan, SSAnalyzer, and YCharts is preferred.
• Financial Knowledge: Core knowledge of financial planning concepts and financial products.
• Technology: Strong proficiency with Microsoft Office applications.

You’ll be part of a close-knit team where your contributions matter and where you'll have opportunities for ongoing development in the financial planning field. If you're looking for a challenging yet supportive environment to advance your career, this is the place for you. Apply today for immediate consideration.

Job Type: Full-time

Benefits:

 

• 401(k)
• Dental insurance
• Health insurance

 

Ability to Commute:

 

• Solana Beach, CA 92075 (Required)

 

Ability to Relocate:

 

• Solana Beach, CA 92075: Relocate before starting work (Required)

 

Work Location: In person