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Senior Wealth Advisor

2 months ago

San Diego, United States Stealth Recruiting Services Full time

120k 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 contributor to our Firm's 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 nation's 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.

Locations San Diego #J-18808-Ljbffr