Job Type: Full-Time

Location: San Dimas, California

K2 Financial Partners is a financial planning and investment advisory firm based in San Dimas, California. K2 is a growing firm that supports professional advisors as they guide families and organizations through a lifetime of financial decisions. We are seeking individuals that will support our existing book of clients in all aspects of the client experience. At our core we believe clients come first and a high level of customer service experience is required.

Role and Responsibilities:

• Develop and maintain strong relationships with clients, understanding their needs and goals, and providing them with high-quality financial advice
• We place a large emphasis on Financial Planning and all advisors play a critical role in preparing and delivering Financial Plans to our clients in eMoney and Money Guide Pro
• Monitor and review client investment portfolios and adjust strategies as needed
• Stay up-to-date with the latest trends and developments in the financial industry

Skills Needed / Desired:

• Proven ability to meet deadlines as well as effectively identify and solve problems
• Strong time management, organizational skills; able to effectively prioritize/multi-task
• Ability to work independently as well as cohesively with advisors and team members
• Must maintain a high level of confidentiality and have a client-focused, helpful attitude
• Willing and able to mentor Service Advisors

Requirements:

• Bachelor’s degree
• Certified Financial Planner (CFP) designation
• Series 65 or 66 license
• At least 5 years of experience as a financial advisor
• Excellent interpersonal and communication skills
• Strong analytical and problem-solving skills
• Ability to work independently and in a team environment

We offer a competitive salary, benefits package, and a supportive work environment that encourages professional growth and development. If you are passionate about helping clients achieve their financial goals and have the qualifications listed above, please submit your resume and cover letter."