Senior Wealth Advisor
4 weeks ago
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 Firms long-term growth initiatives.
Qualifications:WHAT WE EXPECT
- 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)
WHAT WE PROVIDE
- 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 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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