Job Description
Join San Diego's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. We're seeking passionate professionals to build client portfolios while advancing their careers with industry-leading training and resources. Our collaborative culture combines cutting-edge fintech tools with personalized service to deliver exceptional outcomes. Enjoy flexible scheduling, comprehensive benefits, and a downtown office with skyline views. Grow your practice with our established referral network and become part of a team that's redefining financial advisory excellence in Southern California.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management solutions
- Cultivate and maintain high-net-worth client relationships through personalized service and regular portfolio reviews
- Conduct market analysis and economic research to identify growth opportunities for client portfolios
- Collaborate with internal specialists (tax, estate, insurance) to deliver holistic financial advice
- Meet/exceed sales targets while maintaining compliance with FINRA regulations
- Mentor junior advisors and contribute to firm-wide business development initiatives
Qualifications
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory experience with proven track record in client acquisition
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication skills with ability to build trust across diverse client profiles
- Proficiency in CRM platforms and financial planning software
- Self-motivated professional with entrepreneurial mindset