Job Description
Join our elite financial advisory team in sunny San Diego! We're seeking a driven Financial Advisor to help high-net-worth individuals and families achieve their financial dreams. Enjoy a competitive base salary plus uncapped commission while working in our modern downtown office. We provide comprehensive training, cutting-edge technology, and a collaborative culture where your success is celebrated.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and wealth preservation
- Build and maintain strong client relationships through regular portfolio reviews and financial education
- Analyze market trends and regulatory changes to provide proactive advice
- Collaborate with internal experts on tax optimization and estate planning solutions
- Meet quarterly sales targets while maintaining exceptional client satisfaction metrics
- Utilize CRM systems to track client interactions and pipeline growth
Qualifications
- Bachelor's degree in Finance, Economics, or Business (MBA preferred)
- Active Series 7, 66/63, and state insurance licenses
- 3+ years of financial advisory experience with proven sales track record
- Strong understanding of investment vehicles, retirement accounts, and risk management
- Exceptional communication skills with ability to explain complex concepts clearly
- CFA or CFP designation highly valued
- Proficiency in financial planning software and CRM platforms