Illumination Wealth · 2 weeks ago
Associate Financial Planner
United States
Full-time
Remote
Entry, Mid Level
$68K/yr - $80K/yr
2+ years expIllumination Wealth is a fast-growing, boutique financial planning firm headquartered in San Diego, California. They are seeking an Associate Financial Planner who will work alongside Financial Planners and the Client Service Team to deliver personalized financial advice and support clients with complex financial needs.
ConsultingFinancial ServicesWealth Management
Responsibilities
Prepare and assemble client meeting agendas, reports, and supporting documentation
Conduct financial analysis, modeling, and research to support client recommendations
Draft clear and timely post-meeting summary letters and track follow-up items
Enter and analyze client data using tools such as eMoney, Salesforce, Holistiplan, and Excel
Build financial plans in eMoney and update them as clients’ circumstances evolve
Compile and organize investment account information to generate portfolio reviews
Deliver high-touch, concierge-level support by anticipating client needs, managing details with care, and taking initiative to streamline and enhance the client experience
Maintain accurate and up-to-date client information in eMoney, Salesforce, and Asana
Use Salesforce and Asana to manage tasks, track progress, and support team operations
Support phone coverage as needed to ensure consistent client service
Create and maintain standard operating procedures (SOPs) and checklists for job functions
Qualification
Required
A bachelor's degree, ideally in Financial Planning or a related field
2-5 years of experience supporting financial advisors or working in a planning-focused environment
CFP® professionals or candidates who have passed the CFP® exam preferred, but we encourage strong applicants earlier on the path to their CFP® certification to apply
Preferred
Experience working with high-net-worth individuals, entrepreneurs, and business owners
Pursuit of a long-term career in financial planning
A keen eye for detail and a high standard for the quality of your work
Strong organizational skills and the ability to manage multiple priorities and deadlines
Familiarity with financial planning concepts and tools (e.g., Excel, eMoney, Salesforce)
A collaborative, 'pitch in where needed' attitude and strong interpersonal communication skills
The initiative to solve problems independently and a growth mindset that embraces feedback
A sense of ownership - you follow through, fix mistakes, and take pride in your work
Benefits
Competitive salary with performance-based raises
Participation in a firm-wide bonus pool
401(k) plan with generous employer matching
Subsidized health insurance and long-term disability coverage
Annual continuing education allowance and paid professional dues
Generous paid time off to support work–life balance
Mentoring from senior CFP® professionals
A supportive, team-oriented culture that values growth, collaboration, and a positive work environment
Company
Illumination Wealth
Illumination Wealth is an innovative and comprehensive wealth design firm with a simple mission: To empower each client with financial clarity and a personalized plan to live their best financial life.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Matt Rinkey, CEPA®
Founder & President
Company data provided by crunchbase