Senior Wealth Advisor

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

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