Careers

CFP® Professional – Director of Financial Planning

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, Reilly Financial Advisors, a fee-only, international Wealth Manager is looking for is looking for a CFP® professional to assume the role of Director of Financial Planning in our San Diego office.

The Director of Financial Planning is responsible for overseeing all Financial Planning Department employees and advising RFA Directors and the President on all matters related to the Financial Planning Department. 

This position is most suitable for someone with a desire to strategically develop a financial planning department within a fast-growing wealth management firm. The candidate that will excel in this role will be detail oriented and requires a strong technical background combined with a desire to teach and manage a team of analytical thinkers.

Job Description: 

  • Create and coordinate the implementation of client strategy reports including, but not limited to, Retirement Planning, Risk Management, Estate Planning, College Planning, and Investment Management
  • Participate in top management discussions and corporate strategic planning
  • Develop Financial Planners within the department
  • Analyze, develop, and present comprehensive financial plans for an international clientele of 1,500+
  • Identify potential retirement strategies, appropriate investment allocation, estate considerations, insurance needs, college funding, and tax-efficient use of funds
  • Respond to the unscheduled planning needs of all clients
  • Be a resource to both clients and internal CFP® team about financial planning issues and concepts

Requirements:

  • An MBA or Master’s Degree in related field preferred
  • Earned the CERTIFIED FINANCIAL PLANNER™ designation
  • Clear ability to communicate verbally and in writing in an intelligent, courteous, and grammatically correct manner
  • Strong organization and time management skills with an analytical inclination
  • Self-starter with an ability to prioritize tasks
  • Team player, collaborative, able to work with others 
  • Desire to work successfully in a rapidly growing wealth management firm 
  • Technical Expertise in Financial Modeling and concepts
  • Knowledge of Money Guide Pro software preferred

This is a salary plus bonus position with benefits.

Reilly Financial Advisors is a Registered Investment Adviser with $1.5 billion under management. We work with over 1,000 client households across the United States and in over a dozen countries around the world.

 


 

CFP® Professional – Senior Wealth Advisor

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, Reilly Financial Advisors, a fee-only, international Wealth Manager is looking for is looking for a CFP® professional to assume the role of Senior Wealth Advisor in our Newport Beach office.

The successful candidate must exhibit excellent written and verbal skills and will:

  • Serve as the client facing advisor and be responsible for all ongoing communication
  • Understand and communicate the firm’s investment philosophy and portfolio to prospects and clients
  • Review and implement client financial plans with the support of a financial planner
  • Conduct all ongoing review meetings with clients
  • Coordinate tax planning and tax preparation with CPA professionals

The ideal candidate is a CERTIFIED FINANCIAL PLANNER™ certificant with 5 or more years of experience in an investment, financial planning, accounting, or other financial services organization, with strong client relationship experience.  The successful candidate must have:

  • BA/BS degree
  • Sophisticated communication, presentation, listening, and analytical skills
  • Strong knowledge of and the ability to present investment, personal finance, and tax planning concepts

Familiarity with RIA custodians, Charles Schwab, TD Ameritrade and Tamarac technology suite is a plus.

This is a salary plus bonus position with benefits.

Reilly Financial Advisors is a Registered Investment Adviser with $1 billion under management. We work with over 1,000 client households across the United States and in over a dozen countries around the world.

Please submit a resume and cover letter to resume@rfawealth.com.

 


 

Relationship Manager

Are you in the Financial Services sales world and tired of running the hamster wheel with constantly changing asset goals and cold-calling? Would you like to receive plentiful leads  every month from a lead generation service? Do you want to get out of constantly battling the search for leads and instead have them arrive in your inbox each morning? Are you interested in working at a firm where stability is key and you can grow your income with your incoming assets? Reilly Financial Advisors, a San Diego-based Registered Investment Advisor has been consistently growing for over 20 years and is seeking a Relationship Manager.

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, Reilly Financial Advisors, a fee-only, international Wealth Manager is looking for a Relationship Manager in our San Diego office to follow up on leads.  

Requirements:

  • 3+ years of financial services industry knowledge
  • Track record of successful sales, preferably in wealth management / financial services 
  • Experience with consultative and solution selling techniques 
  • Strong verbal, active listening, and written communication skills
  • Strong ability to build rapport and relationships with prospective clients quickly 
  • Ability to convey a value proposition and overcome objections 
  • Ability to organize and self-manage the sales process 
  • Time management skills

If you think you have what it takes to successful close the sales process and become our next Relationship Manager, we’d love to chat. Please submit a resume to resume@rfawealth.com.

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