Senior Wealth Advisor – (MEO 736)

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]