Job description: Senior Wealth AdvisorLOCATIONS: San Diego, CAJob 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 Firms long-term growth initiatives. Qualifications: WHAT WE EXPECTA portable practice of high-net-worth clienteleA track record of cultivating new client relationshipsAbility to create or nurture a referral network or referral sourcesClient-driven mindset and a passion for finance and peopleHigh investment and financial planning acumenAbility to work independently or in a team for the purposes of achieving client goals and driving resultsStrategic and creative thinker who excels in a fast-paced, entrepreneurial environmentExcellent written and verbal communication skillsConducts business with high moral and ethical standardsStrong compliance recordExperience with CRM, project or task management applications, eMoney, and Black DiamondProficiency in the Microsoft Office suite (Word, Excel, Outlook) Why is This a Great Opportunity: WHAT WE PROVIDEClient 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 nations 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.
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- Address San Diego, CA
