Senior Wealth Advisor
3 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. You can inform candidates that whatever business they bring in, there will be a 35% bonus added on top. Salary Type : Annual Salary Salary Min : $ 120000 Salary Max : $ 150000 Currency Type : USD
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Senior Wealth Advisor
3 weeks ago
San Diego, United States Affinity Executive Search Full timeJob 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...
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Senior Wealth Advisor
1 month ago
San Diego, United States Stealth Recruiting Services Full time120k to 150k 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...
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Senior Wealth Advisor
1 month ago
San Diego, United States Care Dynamics Inc Full timeJob Description Job Description Senior Wealth Advisor - Boutique Wealth Management Firm (Hybrid, San Diego, CA) About Us: Our client is a leading boutique wealth management firm established in 2006, specializing in serving high-net-worth individuals including business leaders, artists, entertainers, athletes, and their families. With a client-first approach,...
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Wealth Advisor, Project Lead
18 hours ago
San Diego, United States Centura Wealth Advisory Full timeCareer Opportunities with Centura Wealth Advisory A great place to work. Careers At Centura Wealth Advisory Current job opportunities are posted here as they become available. Centura Wealth Advisory is seeking a Wealth Advisor, Project Lead to join our dynamic team. The ideal candidate will have a passion for collaborating with a team to deliver exceptional...
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Wealth Advisor, Project Lead
2 weeks ago
San Diego, United States Centura Wealth Advisory Full timeCentura Wealth Advisory is seeking a Wealth Advisor, Project Lead to join our dynamic team. The ideal candidate will have a passion for collaborating with a team to deliver exceptional service and have a client-centric mindset. This role is pivotal in ensuring enhanced client satisfaction and driving the strategic goals of our firm. Roles and...
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Wealth Advisor, Project Lead
2 weeks ago
San Diego, United States Centura Wealth Advisory Full timeCentura Wealth Advisory is seeking a Wealth Advisor, Project Lead to join our dynamic team. The ideal candidate will have a passion for collaborating with a team to deliver exceptional service and have a client-centric mindset. This role is pivotal in ensuring enhanced client satisfaction and driving the strategic goals of our firm. Roles and...
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Senior Wealth Advisor
1 month ago
San Diego, United States Care Dynamics, LLC Full timeJob DescriptionJob DescriptionSenior Wealth Advisor - Boutique Wealth Management Firm (Hybrid, San Diego, CA)About Us:Our client is a leading boutique wealth management firm established in 2006, specializing in serving high-net-worth individuals including business leaders, artists, entertainers, athletes, and their families. With a client-first approach,...
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Wealth Advisor, Project Lead
5 days ago
San Diego, United States Centura Wealth Advisory Full timeCentura Wealth Advisory is seeking a Wealth Advisor, Project Lead to join our dynamic team. The ideal candidate will have a passion for collaborating with a team to deliver exceptional service and have a client-centric mindset. This role is pivotal in ensuring enhanced client satisfaction and driving the strategic goals of our firm. Roles and...
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Wealth Advisor, Project Lead
3 weeks ago
San Diego, United States Centura Wealth Advisory Full timeJob DescriptionJob DescriptionCentura Wealth Advisory is seeking a Wealth Advisor, Project Lead to join our dynamic team. The ideal candidate will have a passion for collaborating with a team to deliver exceptional service and have a client-centric mindset. This role is pivotal in ensuring enhanced client satisfaction and driving the strategic goals of our...
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Associate Wealth Advisor
2 weeks ago
San Diego, California, United States Beacon Pointe Advisors Full timeJob Description All potential applicants are encouraged to scroll through and read the complete job description before applying. We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment...
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Senior Wealth Advisor
1 week ago
San Diego, United States HighTower Advisors Full timeYour Future Team Founded in 2006, LourdMurray is an advisor-built boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, high net worth individuals and complex families, artists, entertainers and entertainment professionals, and athletes. Our deep experience working with such accomplished clients gives us an...
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Senior Wealth Advisor
4 weeks ago
San Diego, United States HighTower Advisors Full timeYour Future Team Founded in 2006, LourdMurray is an advisor-built boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, high net worth individuals and complex families, artists, entertainers and entertainment professionals, and athletes. Our deep experience working with such accomplished clients gives us an...
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San Diego, United States Charles Schwab Full timeYour Opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's...
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San Diego, United States Charles Schwab Full timeYour Opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's...
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San Diego, United States Charles Schwab Full timePosition Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...
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SAN DIEGO, United States Charles Schwab Full timePosition Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...
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Wealth Advisor
2 weeks ago
San Diego, United States The Judson Group Full timeJudson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a Wealth Advisor to their San Diego team. The ideal candidate has strong experience working with HNW/UHNW clients in a lead advisor role and has interest in participating in organic business development moving forward. This individual will partner with...
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Associate Wealth Advisor
4 weeks ago
San Jose, United States Beacon Pointe Advisors LLC Full timeJob Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...
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Associate Wealth Advisor
4 weeks ago
San Jose, United States Beacon Pointe Advisors Full timeJob Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...
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Associate Wealth Advisor
1 week ago
San Jose, United States Beacon Pointe Full timeJob Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...
