Wealth Advisor-San Diego
2 weeks ago
Overview:
We are seeking an experienced and client-focused Wealth Advisor to provide comprehensive financial planning and investment management services at a RIA firm in San Diego, CA. This role focuses on addressing the complex needs of high-net-worth individuals, entrepreneurs, and professional athletes. The ideal candidate is a fiduciary-minded professional who can deliver tailored strategies to help clients grow, preserve, and transfer wealth across generations.
Key Responsibilities:
Financial Planning
- Create personalized financial plans by understanding each client's values, goals, and complex financial situation.
- Design and implement diversified, tax-efficient investment strategies focused on long-term wealth accumulation and preservation.
- Develop strategies to generate reliable, tax-efficient retirement income, including tools like Roth IRA conversions.
- Collaborate with tax professionals to implement strategies such as tax loss harvesting to minimize long-term liabilities.
- Assist clients in structuring the transfer of wealth and assets to future generations in a smooth and tax-conscious manner.
- Guide business owners through transition strategies to ensure continuity of ownership and operations.
- Address unique financial challenges such as sudden wealth events or non-traditional income structures.
Fiduciary Standard
- Operate under a fiduciary duty, always acting in the client's best interests.
- Offer a broad range of services-from investment planning to education-customized to each client's needs.
- Focus on sustainable, long-term financial strategies rather than short-term market timing or trends.
- Work within an interdisciplinary team of specialists to provide well-rounded and integrated financial solutions.
- 5+ years of experience in wealth management or financial advisory roles
- CFP®, CFA®, or other relevant certifications strongly preferred
- Series 65 or 66 required
- Deep understanding of the financial needs of high-net-worth clients
- Strong interpersonal skills and a client-first mindset
- Ability to navigate complex financial situations with discretion and clarity
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