Senior Wealth Advisor

1 month ago


San Diego, United States Care Dynamics, LLC Full time
Job DescriptionJob Description

Senior Wealth Advisor


About the job We are a recruitment agency, specializing in delivering customized solutions to our diverse portfolio of clients ranging from Healthcare, FinTech, Crypto, and Start-ups. With a focus on innovation and excellence, we are expanding our team and seeking an experienced Senior Wealth Advisor for a boutique wealth management firm.


Whats in it for you?

  • Competitive salary ranging from $120,000 to $150,000 based on experience
  • Bonus opportunities
  • Comprehensive benefits package including health, vision, and dental insurance
  • 401k matching
  • One week vacation
  • Hybrid work schedule
  • Support for personal and professional growth
  • Collaborative, client-first culture with expertise across various financial disciplines
  • Access to cutting-edge technology to grow your practice


What youll be doing:

  • Work closely with Wealth Advisors and Managers in a team-based setting
  • Cultivate and maintain high-net-worth client relationships
  • Develop and nurture a referral network
  • Provide strategic investment planning advice
  • Utilize CRM, project or task management applications, eMoney, and Black Diamond for client management
  • Demonstrate high investment and financial planning acumen
  • Conduct business with high moral and ethical standards
  • Operate independently or collaboratively to achieve client goals and drive results


Requirements:

  • Minimum of 5 years of experience as a Wealth Advisor with a focus on investment planning
  • Portable practice of high-net-worth clientele with a minimum $20MM book of business
  • Proven track record of cultivating new client relationships
  • Familiarity with the San Diego market
  • Proficiency in the Microsoft Office suite (Word, Excel, Outlook)
  • Strong compliance record
  • Excellent written and verbal communication skills
  • Strategic and creative thinker with the ability to excel in a fast-paced, entrepreneurial environment


Does this sound like something you want to be part of?

Come join our team and lets shape the future of digital innovation




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