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High Networth Financial Advisor

2 months ago


san diego, United States Talent Focus Executive Search and Consulting Full time

Talent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in the vibrant setting of San Diego.


As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their values, lifestyle, and goals. Cultivating enduring relationships, you will capitalize on world-class research, planning, and investment expertise to elevate your clients' financial well-being. Our client's commitment to your success includes comprehensive training and support in obtaining relevant financial qualifications.


We are seeking candidates with a proven track record of approximately 5-10 years in sales/business development and relationship building, showcasing a demonstrable existing network of potential high-net-worth clients. Your profile should include high emotional intelligence, innate curiosity, and a robust comprehension of the Capital Markets.


If you possess an insatiable appetite for learning and self-development, coupled with the drive, tenacity, and ambition to advance your career with integrity and humility, we invite you to explore this unparalleled opportunity.