Sr Wealth Advisor

Job Title: Senior Wealth Advisor

Location: San Diego CA

Job Type: Full Time (Hybrid)

We are currently seeking a motivated and detailoriented Senior Wealth Advisor to join our clients esteemed wealth advisory team in San Diego CA. As a critical member of our clients team you will collaborate closely with Wealth Advisors and Managers contributing significantly to our firms longterm growth objectives.

What We Expect:

• Portable Practice: Demonstrated experience with a highnetworth clientele and the ability to bring over a book of business worth 50MM.
• Client Relationship Management: Proven track record in cultivating new client relationships and nurturing a referral network.
• Financial Acumen: Strong investment and financial planning skills with a focus on investment planning.
• Team Collaboration: Ability to work independently or as part of a team to achieve client goals and drive results.
• Strategic Thinking: Strategic and creative thinker who thrives in a fastpaced entrepreneurial environment.
• Communication Skills: Excellent written and verbal communication skills with high ethical standards.

Qualifications:

• Experience with CRM project or task management applications eMoney and Black Diamond.
• Proficiency in the Microsoft Office suite (Word Excel Outlook).

Pay and Benefits:

• Salary: $120000 plus bonus
• 401k Matching
• 1 Week Vacation
• Health Insurance
• Vision Insurance
• Dental Insurance

Why Join Their Team:

As a member of their team you will have the opportunity to work in a hybrid environment that supports personal and professional growth. They offer a competitive compensation package and comprehensive benefits including access to cuttingedge technology and expertise across various financial disciplines. Join them and become an integral part of their firms growth story!

If you meet the qualifications and are interested in this exciting opportunity we encourage you to apply and be a part of their esteemed team.

Remote Work :

No