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SENIOR FINANCIAL PLANNER & ADVISOR

Employer
Asset Preservation Strategies, Inc.
Location
San Diego, CA
Salary
• Salary negotiable based on the amount of AUM transferred. • Employee benefitsincluded.
Closing date
Sep 25, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
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Job Details

What Makes This Opportunity Unique?

  • Highly successful boutique wealth management firm
  • Strong reputation in the community and respected by professional service providers who are great referral sources
  • Potential equity path to becoming a partner
  • Excellent support systems in place so you can do the parts of the business you love

Immediate, full-time position.  Asset Preservation Strategies in San Diego, California, an established and growing Financial Advisory firm, is now accepting applications for a hard-working and easygoing individual to join our team. You will be working with a successful, logical, process-minded, and collaborative small team.

ABOUT YOU:

  • You are an easygoing and a team player, yet hard working with an eye for details
  • You enjoy following established systems that make sense and yield results
  • You provide excellent customer relations
  • You are people-oriented and consistent
  • You demonstrate great self-management and personal accountability
  • You are persuasive in a diplomatic and tactful way

REQUIREMENTS:

  • Bachelor’s Degree
  • 2 years+ of experience in the financial services industry
  • Valid professional licenses – Series 7 required; Series 65/66 preferred
  • CFP not required, but a significant advantage
  • Proficiency in Microsoft Office suite
  • Quick learner of new technologies.  Knowledge of Morningstar, Advizr, Orion, and Zoho CRM is a plus
  • Previous experience giving group presentations is a plus

SCHEDULE:

  • Typically, Monday-Friday, 9:00–5:00.  Working both from home and our office in San Diego, CA
  • Some evenings/weekends at your discretion to meet business goals and client availability

COMPENSATION:

  • Salary negotiable based on the amount of AUM transferred. 
  • Employee benefits: medical insurance, SIMPLE IRA, optional vision, and dental coverage

ABOUT THE JOB:

Internal Collaboration & Administrative:

  • Collaborate with coworkers on additional ways to protect and grow clients' assets
  • Work collaboratively with administrative and other staff for adequate set-up and follow-up of events
  • Assign, delegate, and supervise work passed to administrative support staff
  • Meet sales and marketing goals by maintaining a marketing and sales tracker spreadsheet for weekly submission
  • Manage and present live speaking events for educating the public, generating interest
  • Understand, explain, and sell our specific investment philosophy to new and existing clients
  • Develop and implement an annual marketing plan to meet client acquisition goals
  • Learn and implement a client referral program
  • Represent firm at corporate and other business functions
  • Use network and COI marketing to drive client acquisition

Business Development / Sales:

  • Work with clients to discover needs and write appropriate financial plans, investments, insurance
  • Develop and follow a communication plan to build and maintain strong relationships and retain existing clients
  • Quickly and easily establish rapport with clients and prospective clients
  • Conduct and/or participate in client meetings to present recommendations
  • Place trades upon request

Technical Analysis:

  • Create financial plans and other client handouts
  • Perform case analyses and develop recommendations
  • Use our resources to create comprehensive financial plans including coordination of asset management, estate planning, and risk management
  • Evaluate client risk tolerance and time horizon
  • Create proposals, illustrations, and hypotheticals

Continuous Learning:

  • Learn and buy-in to our philosophy of planning and investing, stay involved in ongoing training
  • Continuous learning on market trends and financial regulations
  • Learn new strategies and be willing to get additional designations to stand out from other firms

Company

Asset Preservation Strategies, Inc. was founded in 2000.  Its principals have experience dating to 1981, bringing decades of financial experience to our community.  Our collective expertise extends to three market niches: retirement income planning for affluent clients; financial planning for women and millennials; and APS Private Client Services for business owners and high net worth entrepreneurs.

Our firm is distinguished in five ways:

  1. Every client is a client of the firm:  Unlike other firms where each advisor has their own clients, in our organization, every client is a client of the firm.
  2. Every client is served by an advisory team:  An advisory team consists of a Lead Advisor and the Operations team.
  3. We are devoted to processes:  Although each client situation is unique, our processes are standardized. to ensure that no step in the process is overlooked.
  4. Access to state of the art investment and insurance platforms: Our Registered Investment Adviser and Broker Dealer provide access to a highly sophisticated array of public and private investment opportunities including private equity, hedge funds, customized structured notes, 3rd party investment managers, and alternative investments.  Our insurance marketing organization provides access to sophisticated insurance products including case design, marketing, and processing.
  5. We are fiduciaries: Our firm is a fiduciary in all client engagements.  We have always, and will always meet that duty by keeping the interests of the client first. We believe in the principle that when we take care of the client, the revenue will take care of itself.
Find Us
Website:
Telephone
8584551825
Location
3636 Nobel Drive
Suite 440
San Diego
California
92122
United States
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