Job Description
Join San Diego's premier wealth management team at Pacific Wealth Partners! We're urgently seeking a dynamic Financial Advisor to help high-net-worth clients achieve their financial dreams in California's most vibrant coastal city. Enjoy competitive compensation, mentorship from industry leaders, and the flexibility to build your client portfolio in one of America's most desirable markets. Apply today to start your rewarding career in financial planning!
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Manage investment portfolios exceeding $50M in assets under management
- Drive new client acquisition through strategic networking and referrals
- Stay current on SEC/FINRA regulations and compliance requirements
- Leverage CRM systems to track client interactions and growth opportunities
- Collaborate with tax and estate planning specialists for holistic solutions
Qualifications
- Series 7 and 66/65 licenses (or ability to obtain immediately)
- 5+ years of financial advisory experience with affluent client base
- Proven track record of meeting/exceeding sales targets
- Bachelor's degree in Finance, Economics, or related field
- CFPĀ® or CFA designation strongly preferred
- Exceptional presentation and relationship-building skills
- Knowledge of San Diego's high-net-worth demographic landscape