Job Description
Join Pacific Wealth Advisors, a leading investment firm in sunny San Diego, as we seek a dynamic Senior Financial Analyst to drive strategic financial decision-making. This hybrid role offers competitive compensation, comprehensive benefits, and the opportunity to work with Fortune 500 clients in a collaborative, growth-oriented environment.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities for high-net-worth clients
- Develop complex financial models for investment portfolios and market forecasting
- Prepare executive-level reports and presentations for senior leadership and clients
- Collaborate with cross-functional teams to optimize capital allocation strategies
- Monitor regulatory compliance and ensure adherence to SEC/FINRA standards
- Lead quarterly business reviews and annual financial planning cycles
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in wealth management
- Advanced proficiency in Excel, SQL, and financial modeling tools
- Strong understanding of investment vehicles, portfolio management, and market dynamics
- Exceptional communication skills with ability to translate complex data
- Series 65/66 or 7/63 license required
- Proven track record of delivering actionable financial insights