Job Description
Join our elite team at Pacific Wealth Advisors and transform lives through financial expertise. We're urgently seeking passionate Financial Advisors to serve San Diego's thriving community. With competitive compensation, comprehensive training, and cutting-edge resources, this is your opportunity to build a rewarding career while making a tangible impact on clients' financial futures. Apply today and start your journey toward professional excellence.
Responsibilities
- Develop personalized financial plans aligned with client goals and risk tolerance
- Build and maintain a robust client portfolio through strategic investment management
- Conduct market research and provide actionable insights on economic trends
- Drive client acquisition through networking and referral partnerships
- Ensure compliance with FINRA regulations and industry best practices
- Utilize CRM systems to track client relationships and performance metrics
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66/63, and state securities licenses (or ability to obtain within 90 days)
- Minimum 3 years of financial advisory or wealth management experience
- Proven track record of meeting sales targets and client acquisition goals
- Exceptional communication skills and ability to explain complex concepts
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)