Senior Financial Planner

Guide My Finances is looking for an experienced Financial Planner who believes in offering complete financial planning and investment advisory services.

At Guide My Finances we take our role as Fiduciary seriously. We operate with integrity, attention to detail and consistency.

We are growing rapidly and would like to add an advisor to the team to work with in-bound leads while growing their own book of business.

Compensation:
We believe our advisors should have unlimited earning potential. Have the opportunity to build your own book of business while servicing the firm’s clients for a base salary + percentage of assets you are managing.

Responsibilities and Duties:

  • Analyze and evaluate client portfolios
  • Meet with prospects to evaluate their needs and make recommendations
  • Conduct on-going client meetings
  • Prepare Financial Plans
  • Actively participate in community programs/events to promote client and community awareness of the firm

Qualifications and Skills

  • Motivated self-starter with a positive attitude and strong work ethic
  • At least 4 years of financial planning and investment management experience
  • Series 7 and 66
  • Certified Financial Planner or CFP candidate
  • Strong communication and interpersonal skills

Sales experience
Salary Range $75-150k+

Please send your resume and cover letter to Jackie Mazur at Jackie@guidemyfinances.com

Paraplanner/Account Manager for Boutique Financial Planning Firm

Guide My Finances, a Carlsbad based boutique financial planning firm, is looking for an account manager/paraplanner with a positive attitude, attention to detail, and a desire to learn.

Our rewarding full-time Para-Planner position provides growth opportunities within the agency and a great benefits package! We offer employer sponsored health insurance, 401k plan with a 3% company contribution, and paid sick and vacation time.

To support our team and our clients, you will assist with the following functions:

Responsibilities and Duties:

  • Participate in client meetings to take notes and become familiarized with client needs.
  • Maintain marketing processes including sending initial marketing packages, prospect, and referral process management.
  • Document and implement firm processes and procedures.
  • Assist with entering information from Fact Finders in CRM (client relationship mgt.)
  • Develop and implement regular and consistent client communications.
  • Assist in the analysis, development, presentation and monitoring of financial plans.
  • Assist in development, presentation, and monitoring of investment plans. These include the firm's strategic and tactical asset allocations, and specific investments, client and prospect portfolios, and monitoring market trends and conditions.
  • Perform projects as needed including research for firm's articles, industry and regulatory developments, and best practices.
  • Help us stay current by attending online conferences and continuing education events.
  • Work alongside our Client Service Associate to assist clients with ongoing needs.

Qualifications and Skills

  • Motivated self-starter with a positive attitude and strong work ethic
  • Series 7 & 63 or willingness to attain
  • Certified Financial Planner or CFP candidate preferred
  • Strong communication and interpersonal skills

Salary Range $50k-75k

Please send your resume and cover letter to Jackie Mazur at Jackie@guidemyfinances.com