Job Type: Full-TimeLocation: San Dimas, CaliforniaK2 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 adviceWe 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 ProMonitor and review client investment portfolios and adjust strategies as neededStay up-to-date with the latest trends and developments in the financial industrySkills Needed / Desired:Proven ability to meet deadlines as well as effectively identify and solve problemsStrong time management, organizational skills; able to effectively prioritize/multi-taskAbility to work independently as well as cohesively with advisors and team membersMust maintain a high level of confidentiality and have a client-focused, helpful attitudeWilling and able to mentor Service AdvisorsRequirements:Bachelor’s degreeCertified Financial Planner (CFP) designationSeries 65 or 66 licenseAt least 5 years of experience as a financial advisorExcellent interpersonal and communication skillsStrong analytical and problem-solving skillsAbility to work independently and in a team environmentWe 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." We are always open to engaging with talented advisors at any stage of their careers. If you are interested in connecting with us, please contact Travis@k2financialpartners.com or call us at (909) 394-7678.We look forward to connecting with you! Have a Question? We would love to answer it. Name Email Address Phone Question Thank you! Oops!