Job Description
Join our elite team of wealth advisors at Wealth Management Partners Inc. in sunny San Diego! We're seeking a dynamic Senior Financial Advisor to help high-net-worth individuals build lasting financial legacies. Enjoy a competitive base salary plus uncapped commission in a collaborative, tech-forward environment where your expertise drives real client success. Our award-winning firm offers comprehensive training, cutting-edge CRM tools, and a culture centered on professional growth and work-life balance.
As a cornerstone of our San Diego office, you'll leverage our established client base and robust referral network to accelerate your career trajectory. We provide relocation assistance for top-tier candidates nationwide, with relocation stipends up to $10,000. Embrace the California lifestyle while building your financial advisory career with one of the industry's most respected firms.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and estate management for HNW clients
- Build and maintain strong client relationships through regular portfolio reviews and proactive financial guidance
- Analyze market trends and economic indicators to optimize client investment portfolios
- Collaborate with internal partners (tax attorneys, estate planners) to deliver integrated wealth solutions
- Mentor junior advisors and contribute to firm-wide best practices development
- Exceed annual revenue targets through strategic client acquisition and retention
Qualifications
- Series 7 and 66/65/63 securities licenses required (must be current and in good standing)
- CFPĀ® or CFA designation strongly preferred; candidates with 3+ years of relevant experience will be prioritized
- Proven track record of $5M+ AUM management or equivalent production metrics
- Exceptional presentation skills with ability to articulate complex financial concepts clearly
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong network within San Diego's business and professional communities
- Bachelor's degree in Finance, Economics, or related field (advanced degree a plus)