Job Description
Join our award-winning wealth management firm in San Diego's vibrant financial district! Pacific Wealth Partners is seeking a dynamic Senior Financial Advisor to help high-net-worth clients achieve their financial goals. We offer uncapped commission potential, comprehensive training, and a collaborative culture where your expertise directly impacts client success. Our modern office features state-of-the-art technology and stunning Pacific Ocean views.
As a key member of our advisory team, you'll develop personalized financial strategies, build lasting client relationships, and grow your book of business with full institutional support. We're looking for ambitious professionals who thrive in a performance-driven environment and are passionate about transforming lives through financial planning.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, tax optimization, and estate management
- Build and maintain relationships with high-net-worth clients through regular portfolio reviews and proactive communication
- Analyze market trends and economic data to make informed investment recommendations
- Collaborate with internal teams (tax specialists, estate attorneys) to deliver integrated solutions
- Meet/exceed quarterly sales targets through new client acquisition and cross-selling services
- Stay current on FINRA regulations, product updates, and industry best practices
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (MBA or CFP preferred)
- Minimum 3 years of experience in financial services or wealth management
- FINRA Series 7, 66, and state securities licenses (or ability to obtain within 90 days)
- Proven track record of meeting/exceeding sales targets and building client relationships
- Exceptional analytical skills with ability to interpret complex financial data
- Strong presentation skills and proficiency in CRM platforms (Salesforce experience preferred)
- Self-motivated with entrepreneurial mindset and ability to work independently