Job Description
Join our award-winning wealth management team in sunny San Diego! We're seeking a dynamic Senior Financial Advisor to help high-net-worth clients achieve financial freedom through personalized investment strategies, retirement planning, and comprehensive wealth management solutions. Enjoy competitive compensation, industry-leading training, and a collaborative environment in California's premier financial hub.
Responsibilities
- Develop and implement customized financial plans for 50+ high-net-worth clients
- Manage investment portfolios with $50M+ AUM using proprietary research tools
- Conduct comprehensive retirement planning, tax optimization, and estate planning
- Build and maintain client relationships through quarterly reviews and proactive communication
- Lead financial literacy workshops and community outreach programs
- Collaborate with tax and legal professionals for integrated solutions
Qualifications
- Series 7, 66, and CFP certifications required
- 5+ years experience in financial advisory with $25M+ AUM
- Proven track record in client acquisition and retention
- Expertise in retirement planning, investments, and risk management
- Strong presentation and communication skills
- Bachelor's degree in Finance, Economics, or related field