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Nexus Talent Connect
San Diego, CA, United States
Job Description Job Description Salary: $100,000-$300,000 Nexus Talent Connect is Seeking A Financial Advisor to Join an Exclusive Financial Firm! Are you ready to ignite your career as a Financial Advisor in sunny San Diego, California? Seeking a passionate and driven individual to join the team and make a meaningful impact. As a Financial Advis
Job Source: Nexus Talent ConnectFirst Command
San Diego, CA, United States
4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helpingmilitary families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do: Di
Job Source: First CommandClaire Myers Consulting
San Diego, CA, United States
Compensation - $100-$135K base salary plus motivating commissions, benefits & profit sharing Our client, a well-established Forbes ranked Wealth Management firm, with over 30 years of experience is seeking a motivated, driven individual to serve as a Lead Advisor for existing clients. The firm is in hyper growth mode and is looking for someone to
Job Source: Claire Myers ConsultingRoot Financial Partners
San Diego, CA, United States
Company Description As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and
Job Source: Root Financial PartnersSuccess
San Diego, CA, United States
Job Details Job Location : San Diego - San Diego, CA Position Type : Part-Time Education Level : High School Diploma Salary Range : $20.00 - $24.00 Hourly Job Shift : Day Description Become an Education Leader and join our team of dedicated Professionals. North-West College is part of a stable and growing system of seven campuses in California
Job Source: SuccessCare Dynamics, LLC
San Diego, CA, United States
Job Description Job Description 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-
Job Source: Care Dynamics, LLCAffinity Executive Search
San Diego, CA, United States
Job description: Senior Wealth Advisor LOCATIONS: San Diego, CA Job Type: Full Time (Hybrid) We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team. The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical contri
Job Source: Affinity Executive SearchAll Native Group
San Diego, CA, United States
Summary All Native Group is seeking a Senior Technical Advisor to provide support for the Defense Health Agency DoD HIV/AIDS Prevention Program Project Management Support Services program. ANG is currently in the bidding process and this position is contingent upon award. Essential Functions Serve as a technical expert in HIV programming. In this
Job Source: All Native GroupSan Diego, CA, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Senior Financial Advisor jobs in San Diego, CA, United States
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