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Senior Wealth Advisor – (MEO 736)

Kimberly Bounds

Reside in the San Diego, CA area

Job Description

Senior Wealth Advisor 

LOCATIONS: San Diego, CA

Job Type: Full Time (Hybrid)

We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team.

The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical contributor to our Firm’s long-term growth initiatives.

Qualifications

  • A portable practice of high-net-worth clientele
  • A track record of cultivating new client relationships
  • Ability to create or nurture a referral network or referral sources
  • Client-driven mindset and a passion for finance and people
  • High investment and financial planning acumen
  • Ability to work independently or in a team for the purposes of achieving client goals and driving results
  • Strategic and creative thinker who excels in a fast-paced, entrepreneurial environment
  • Excellent written and verbal communication skills
  • Conducts business with high moral and ethical standards
  • Strong compliance record
  • Experience with CRM, project or task management applications, eMoney, and Black Diamond
  • Proficiency in the Microsoft Office suite (Word, Excel, Outlook)

Why is This a Great Opportunity

  • Client currently offers a hybrid work schedule, supports personal and professional growth, and embraces a culture of supporting each other and our clients.
  • We offer a competitive compensation package and a comprehensive benefits package.
  • As one of the nation’s leading registered investment advisor firms, we support your growth with a collaborative client-first culture and expertise across financial disciplines such as financial planning, investment management, business planning, tax & estate planning.

Specifically seeking a Wealth Advisor, not a Wealth Manager

 

If you are interested in this position, please send your resume to [email protected]

To apply for this job please visit myemploymentoptions.com.



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