Senior Wealth Advisor
2 weeks ago
Job description:
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)
Why is This a Great Opportunity:
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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