What are the responsibilities and job description for the Senior Financial Planner position at Telos Capital Management, Inc.?
Company Description
Telos Capital Management, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission. The firm specializes in providing personalized retirement planning and investment management services to its clients. With a focus on delivering tailored financial strategies, Telos Capital Management is dedicated to helping individuals and families achieve their financial goals. Headquartered in San Diego, CA, the firm emphasizes a commitment to excellence, fiduciary responsibility, and client success.
Role Description
This is a full-time, on-site Senior Financial Planner role based in San Diego, CA. The Senior Financial Planner will work closely with clients to develop comprehensive financial plans, assess investment portfolios, and provide strategic advice tailored to individual financial goals. Responsibilities include conducting financial analyses, preparing client presentations, and monitoring account performance. The role also involves maintaining compliance with industry regulations and collaborating with other team members to deliver exceptional client experiences.
Qualifications
- Strong expertise in Financial Planning, Investment Management, and Retirement Planning
- Proficient in Risk Assessment, Portfolio Analysis, and Wealth Management
- Exceptional communication, client relationship management, and interpersonal skills
- Experience with financial software and tools, and the ability to utilize them effectively
- Certified Financial Planner™ (CFP®) designation is required
- Bachelor’s degree in Finance, Economics, Accounting, or a related field
- Ability to analyze complex financial data and create actionable recommendations
- Attention to detail, strong organizational skills, and ability to work in a collaborative environment