Financial Planner- RIA

Sausalito, CA

Full-time $120,000.00 - $150,000.00

Posted 06/11/2025

Headquartered in San Francisco, we are looking for someone out of our Sausalito! We are a large financial consulting firm that has been in business for over 15 years! We specialize in RIA and focus on all things finance! We have a lot of energy and excitement in our firm and pride ourselves on our culture here. We all work as a team/family and strive to keep it that way!

Position Overview
We are seeking a knowledgeable and experienced Financial Planner to join our Remote Investment Advisory firm. The ideal candidate will play a crucial role in helping clients achieve their financial goals by providing comprehensive financial planning and investment management services. This position focuses on building strong client relationships while developing tailored investment strategies to maximize client success.

Key Responsibilities

Develop personalized financial plans based on clients' goals and needs.
Conduct thorough market analysis to inform investment strategies.
Provide guidance on risk management and portfolio management techniques.
Assist clients with retirement planning and tax planning strategies.
Create estate planning solutions to help clients preserve wealth for future generations.
Maintain strong client relationships through regular communication and follow-ups.
Perform ongoing reviews of client portfolios to ensure alignment with financial goals.
Stay informed on industry trends and regulations to provide clients with accurate advice.

Qualifications

Bachelor's degree in Finance, Business, or related field.
Certified Financial Planner (CFP) designation preferred.
Minimum of 5 years of experience in financial planning or investment advisory.
Strong understanding of investment strategies, risk management, and personal finance principles.
Proven ability in client relationship management and effective communication skills.
Experience with portfolio management and market analysis.
Proficient in financial planning software and tools.

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

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Job ID: LM3-1856305

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 06/11/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.