Senior Financial Advisor

About the Firm

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families specializing in retirees and near-retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, finding solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

About the Role

The Senior Financial Advisor serves as the lead advisor for assigned clients, providing comprehensive financial planning and strategic guidance across retirement, tax, estate, investment, insurance, charitable and education planning. This role is responsible for managing client relationships, leading the planning process for assigned clients, coordinating planning and investment management implementation with clients and professional partners, and helping drive firm growth through mentorship, collaboration, and business development.

Responsibilities

• Serve as the lead advisor and primary relationship manager for assigned clients
• Lead the financial planning process for clients, developing and implementing comprehensive strategies across retirement, tax, estate, insurance, education, charitable, and investment planning
• Conduct client meetings, communicate complex planning concepts clearly, and guide clients through recommendations and implementations
• Identify and address planning opportunities across retirement, tax, estate, insurance, education, charitable and investment planning
• Coordinate with attorneys, tax preparers, insurance professionals, and other advisors to support implementation of client recommendations
• Contribute to firm growth through business development, process improvement, and participation in strategic initiatives
• Mentor Advisors and Associate Advisors through coaching, collaboration and knowledge sharing

Requirements & Qualifications

• Certified Financial Planner (CFP®) designation required; CPA is a plus
• Bachelor's degree from an accredited college or university
• 7+ years of experience in comprehensive financial planning in a wealth management or RIA environment
• Strong technical knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning
• Ability to work a hybrid schedule (remote and onsite in Solana Beach, CA)

Work Style

• Client-focused, collaborative professional with strong relationship-building skills
• Excellent communication skills with the ability to simplify complex financial concepts
• Highly organized, analytical and detail oriented
• Ability to work effectively with colleagues, clients and external professional partners

Benefits & Compensation

• Compensation commensurate with skills and experience
• Bonus eligibility
• 15 days of paid vacation to start, plus sick time
• Paid holidays
• 401(k) plan
• Health insurance benefits
• Continuing education and conference reimbursement
• Dues and membership fees for approved professional organizations

Exempt position.