-
Financial Planning
3 weeks ago
Kaiser Permanente San Diego, United States**Job Summary**: · This individual contributor is primarily responsible for conducting and interpreting complex financial assessment and modeling, leading internal audit processes, conducting and reviewing strategic financial research, and developing reports on region/business un ...
-
Director, Financial Planning, Monitoring and
1 week ago
San Diego Unified School District San Diego, United States**Description**: · **OVERVIEW**: · **BASIC FUNCTION**: · The **Director, **Financial Planning, Monitoring and Accountability**, will plan, organize, control, and direct the implementation of federal, state, and District requirements related to planning, monitoring, and accountabi ...
-
Vice President of Financial Planning
6 days ago
Centura Wealth Advisory San Diego, United StatesCentura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth process. Key elements include: income tax and, wealth transfer tax planning & leveraging insu ...
-
Financial Planning
2 weeks ago
Kaiser Permanente San Diego, United StatesJob Summary: · This individual contributor is primarily responsible for conducting and interpreting complex financial assessment and modeling, leading internal audit processes, conducting and reviewing strategic financial research, and developing reports on region/business unit p ...
-
Financial Planning
3 days ago
AECOM San Diego, United States PermanentJob Description · AECOM is seeking a Financial Analyst III for exciting multi-year program supporting one of our premier utility clients. · As a member of our project controls & finance team you will have primary responsibility for the successful planning and execution of project ...
-
Financial Planning
3 weeks ago
Kaiser Permanente San Diego, United States: Job Summary: · This individual contributor is primarily responsible for conducting and interpreting complex financial assessment and modeling, leading internal audit processes, conducting and reviewing strategic financial research, and developing reports on region/business uni ...
-
Financial Planning
2 weeks ago
Neurocrine Biosciences San Diego, United StatesWho We Are: · At Neurocrine Biosciences, we pride ourselves on having a strong, inclusive, and positive culture based on our shared purpose and values. We know what it takes to be great, and we are as passionate about our people as we are about our purpose - to relieve suffering ...
-
Financial Planning Analyst
2 days ago
Addepar San Diego, United StatesWho We Are · Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the ...
-
Financial Planning and Analysis
2 weeks ago
Templatedata San Diego, United StatesTitle: Financial Planning and Analysis · Salary: 110k - 140k · Job Purpose: · To provide financial reporting and analytics, manage the budgeting process, and develop tools to measure the company's performance. Its primary purpose is to assist in the annual budget process, analy ...
-
Financial Planning and Analysis
1 week ago
Templatedata San Diego, United StatesTitle: Financial Planning and Analysis · Salary: 110k - 140kJob Purpose: · To provide financial reporting and analytics, manage the budgeting process, and develop tools to measure the company's performance. Its primary purpose is to assist in the annual budget process, analyze ...
-
Financial Planning Analyst
1 week ago
West Coast Financial San Diego, United StatesJob Description · Job DescriptionSalary: $55k-$65k Annual Salary+Bonus DOE · Instead of wax poetic about the specific job duties of this role, we're sharing qualities that every one of our Analysts embodies. If you're reading this and thinking to yourself, "Yes, this is me" – mak ...
-
Manager, Financial Planning
2 weeks ago
Jobot San Diego, CA, United StatesDirector of Finance for growing hospitality company · This Jobot Job is hosted by: Lori Nelson · privately held hotel Management Company with 25 select service properties in California with several additional hotel projects in the pipeline. We offer a wide variety of quality se ...
-
Financial Planning and Analysis
3 weeks ago
American Assets Trust, Inc. San Diego, United States Full timeTitle: Financial Planning and Analysis Salary: 110k - 140k · Job Purpose:To provide financial reporting and analytics, manage the budgeting process, and develop tools to measure the company's performance. Its primary purpose is to assist in the annual budget process, analyze mont ...
-
Director, Financial Planning and Analysis
3 weeks ago
Recludix Pharma Inc San Diego, United StatesJob Description · Job Description Description: Recludix Pharma is a venture capital-funded biotechnology company located in San Diego, California and Cambridge, Massachusetts. We are engaged in small molecule drug discovery for the treatment of targeted patient populations in on ...
-
Director, Financial Planning and Analysis
2 weeks ago
Recludix Pharma Inc San Diego, United StatesJob Description · Job DescriptionDescription:Recludix Pharma is a venture capital-funded biotechnology company located in San Diego, California and Cambridge, Massachusetts. We are engaged in small molecule drug discovery for the treatment of targeted patient populations in oncol ...
-
Financial Planning Cost Analyst III
3 weeks ago
AECOM San Diego, United StatesJob Description · AECOM is seeking a · Financial Analyst III · for exciting multi-year program supporting one of our premier utility clients. · As a member of our project controls & finance team you will have primary responsibility for the successful planning and execution of ...
-
Financial Planning andamp; Analysis Analyst IV
3 weeks ago
Kaiser Permanente San Diego, United StatesThis individual contributor is primarily responsible for conducting and interpreting complex financial assessment and modeling, leading internal audit processes, conducting and reviewing strategic financial research, and developing reports on region/ Financial Planning, Financial ...
-
Financial Planning Advisor
2 weeks ago
Jobot Encinitas, CA, United StatesFinancial Advisor for Growing Boutique Investment Firm- Tons of Upward mobility and unlimited clientele list · This Jobot Job is hosted by: We are a growing boutique investment firm with four locations across the US: Santa Maria, CA, Encinitas, CA, Bakersfield, CA & Denver, CO ...
-
Financial Analyst
3 weeks ago
General Atomics and Affiliated Companies San Diego, United StatesGeneral Atomics Aeronautical Systems, Inc. (GA-ASI), an affiliate of General Atomics, is a world leader in proven, reliable remotely piloted aircraft and tactical reconnaissance radars, as well as advanced high-resolution surveillance systems. · We have an exciting opportunity fo ...
-
Head of Finance and Accounting
3 weeks ago
Candid Therapeutics San Diego, United States**Company Overview**: · Candid Therapeutics is a growing biotechnology company based in San Diego, California, dedicated to improving patients' lives by advancing novel therapies to address unmet medical needs. · **Position Overview**: · We are seeking an experienced Head of Fina ...
Vice President of Financial Planning - San Diego, United States - Centura Wealth Advisory
Description
Centura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth processKey elements include:
income tax and, wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing boutique RIA serving both ultra-high net-worth individuals/families.
We hire optimistic, resourceful, result-oriented, and adaptable people with the desire to help our clients, their teammates, and themselves succeed.
The VP of Financial Planning is responsible for leading the financial planning team, driving initiatives across the firm, and developing value-creating, innovative solutions for our clients.
Lead a growing team of planners, consultants, and technical specialists in financial planning, tax and estate/trust specialties.
Run a multi-million-dollar consulting practice through successful engagements (annual, and discovery) with UHNW clients and prospects.
Manage numerous client projects to ensure quality delivery, process consistency, and value-add to client's estates.
Develop and track KPIs in Salesforce and OKRs Profit
Enhance and improve the Planning team members' capability.
Be a thought leader by staying abreast of significant changes or developments (e.g., taxation and tax law, estate planning, retirement planning, regulatory, legal, charitable giving, insurance and technical) within the fields of investments, insurance and financial services at large.
Serve as a technical resource to the firm, advisors, and to clients in financial planning concepts and strategies.Be able to competently analyze tax and wealth management strategies as well as cashflow and portfolio plans to derive exponential results.
Primary Responsibilities:
Lead the planning team, advisor teams, and clients through our Liberated Wealth process to serve client needs and solutions, creating superior strategies and tactics that drive better client outcomes.
Ability to scale the department by designing and implementing process, treating the Financial Department as a business.
Manage and direct the firm's financial planning experience (and process) to deliver superior plans to clients and prospects. Superior plans are measured by tax savings, wealth enhancement and risk management.
Leverage technology tools such as Hidden Levers, Tiger Tables, Planner CS, Microsoft Excel, and Right Capital to model plans.
Effectively evaluate client situations, analyze their needs, and develop a strategy to produce superior results
Manage client planning projects and deliverables in Salesforce, updating campaigns from start to end and communicating the status with the team and clients.
Leverage insurance and estate planning expertise to focus on estate planning strategies and plan designs with insurance.Required Skills/Competencies
Financial Analysis & Modeling - Able to prepare comprehensive financial plans using advanced modeling of financial plans including taxable and non-taxable estate trusts, income tax mitigation strategies, wealth transfer strategies, and investment strategies in both industry software as well as excel.
Organization – Needs to be accurate, highly detail oriented, organized, and able to prioritize time management to perform assigned work.
Manages team's objectives, annual plans, and client deliverables efficiently.Presentation – Able to prepare and present high-quality client deliverables in MS Office – including PowerPoint, excel, and word.
Personnel Management - Interpersonal skills – Able to source, grow and develop a team.
Shows understanding, friendliness, courtesy, tact, empathy, cooperation, concern, and politeness to others and relates well to different people from various backgrounds and different situations.
Communication – Highly effective communicator with internal stakeholders as well as UHNW clients and prospects.Strong knowledge and understanding of the Investment Advisers Act of 1940, ERISA, Dodd-Frank, SEC rules and other relevant regulations and laws.
Licensing & EducationUndergraduate degree – Required
Certified Financial Planning "CFP" designation or equivalent
MBA, JD, LLM, CPA (Preferred)
Experience
10+ Years financial planning experience (Income Tax, Retirement & Estate Planning) ideally working with High Net-Worth and Ultra High-Net Worth clients
5+ Years leading a department and achieving measurable results in terms of growth, efficiency, etc.
Proficient with the following software programs
Microsoft Office (Outlook, Word, Excel (Advanced), Power Point, Visio, etc.) – Required
Right Capital – Required
Orion - Highly Preferred
Salesforce – Required
Hidden Levers – Preferred
Custodial Platforms – Veo, SAC, Fusion – Preferred
Experience in building a professional (COI) network
#J-18808-Ljbffr