Job Description
Join our elite team at Pacific Wealth Management Group and transform lives through strategic financial planning. We're seeking a passionate Senior Financial Advisor to build lasting client relationships in San Diego's thriving business community. Enjoy uncapped earning potential, comprehensive training, and a culture that rewards excellence. Your expertise will directly impact the financial futures of high-net-worth individuals and business owners across Southern California.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, tax, and estate strategies
- Build and maintain a robust client portfolio with minimum $1M AUM
- Conduct market analysis to optimize investment portfolios
- Present complex financial concepts through personalized client reports
- Drive business development through networking and referrals
- Ensure strict compliance with FINRA and SEC regulations
- Mentor junior advisors on best practices in client management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and CA insurance licenses required
- 5+ years of financial advisory experience with AUM management
- Proven track record of meeting sales targets
- CFP or CFA designation strongly preferred
- Exceptional presentation and negotiation skills
- Deep understanding of San Diego's economic landscape
- Familiarity with CRM platforms (e.g., Salesforce, Redtail)