Senior Wealth Advisor

Senior Wealth Advisor - Boutique Wealth Management Firm (Hybrid, San Diego, CA)

About Us:

Our client is a leading boutique wealth management firm established in 2006, specializing in serving high-net-worth individuals including business leaders, artists, entertainers, athletes, and their families. With a client-first approach, they provide tailored financial solutions that simplify complexities and empower informed decisions. Embracing diversity and inclusion, they offer equal opportunities for all.

Role Overview:

Seeking an ambitious, detail-oriented Senior Wealth Advisor to join a multidisciplinary team. This role is critical for long-term growth, focusing on managing and expanding a high-net-worth client base.

Key Responsibilities:

• Grow a substantial book of business.
• Cultivate new client relationships and referral networks.
• Deliver exceptional investment planning services with a client-driven mindset.
• Utilize advanced financial tools and software for client management.

Must-Have Skills:

• Portable practice with a 50MM+ book of business.
• Proficiency in investment planning, Black Diamond, CRM, eMoney, and Microsoft Office suite.
• Excellent communication, strategic thinking, and a strong compliance record.

Why Join Us:

• Competitive salary ($120K+ Bonus) and comprehensive benefits including 401k matching, health, vision, and dental insurance.
• Hybrid work arrangement for optimal work-life balance.
• A culture that promotes personal and professional growth, supported by the latest technology.

Qualifications:

• 5+ years in wealth or finance, with a solid understanding of the San Diego market.
• US Citizen, GC, or resident status required.

Location:

San Diego, CA - Hybrid

If youre driven by client success and ready to take on a challenging yet rewarding role, we want to hear from you. Apply to be a part of a team where your contributions are valued and your growth supported.