Financial Advisor

3 weeks ago

San Diego CA, United States Wealth Navigation Advisors Full time

Position Overview Wealth Navigation Advisors is seeking a motivated and client-focused Financial Advisor to join our dynamic team. The successful candidate will serve as a trusted advisor to clients, delivering comprehensive financial planning and investment management services. In this role, you will collaborate with our advisors, contribute to firm-wide strategies, and play an active part in servicing and growing client relationships. This position offers a clear path for professional growth and advancement within a collaborative advisory team. Key Responsibilities Develop and present personalized financial plans and investment strategies tailored to each client’s unique goals and needs. Conduct comprehensive financial analysis and prepare reports evaluating income, expenses, investments, and liabilities. Lead and contribute to client meetings by gathering relevant information, presenting recommendations, and advising on next steps. Evaluate investment opportunities and analyze market trends, to recommend suitable financial products. Maintain accurate and confidential client records in accordance with firm policies and regulatory standards. Design and implement actionable strategies that help clients toward achieving their financial goals. Serve as a trusted advisor, providing ongoing support and building long-term relationships. Collaborate with senior advisors on marketing strategies and client engagement efforts to drive business growth. Stay current on industry regulations, emerging trends, and evolving best practices to deliver an unparalleled client experience. Qualifications Bachelor’s degree in finance, Economics, Business Administration, or a related field. Must hold an active Series 7 and Series 66 CFP and CA insurance licenses are preferred, or a strong willingness to obtain them. 5-10 years of professional experience in financial planning, investment management, or a related field. Proven analytical and problem-solving skills. Excellent communication and interpersonal skills. Proficiency in financial planning software and Microsoft Office Suite. High level of integrity, professionalism, and attention to detail. Ability to work independently while thriving in a team environment. What We Offer Competitive base salary starting at $120k+, commensurate experience and qualifications. Additional earning potential through commission and bonuses. Comprehensive benefits package including Safe Harbor 401(k), Profit Sharing, Defined Benefit Pension, and more. A robust suite of tools, turnkey solutions, and client acquisition programs designed to accelerate your growth and success. Dedicated administrative support to keep your focus on client relationships Pathway to partnership with the potential for equity in the firm Ongoing professional development and opportunities for career advancement. Collaborative and supportive work environment.

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