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Care Dynamics, LLC
San Diego
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, LLCHightower Advisors
San Diego, CA, United States
Your Future Team Founded in 2006, LourdMurray is an advisor-built boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, high net worth individuals and complex families, artists, entertainers and entertainment professionals, and athletes. Our deep experience working with such accomplished clients gives
Job Source: Hightower AdvisorsSavvy Wealth
Del Mar
Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advis
Job Source: Savvy WealthThe Judson Group
San Diego, CA, United States
Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a Wealth Advisor to their San Diego team. The ideal candidate has strong experience working with HNW/UHNW clients in a lead advisor role and has interest in participating in organic business development moving forward. This individual will pa
Job Source: The Judson GroupSavvy Wealth
La Mesa
Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advis
Job Source: Savvy WealthSavvy Wealth
El Cajon
Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advis
Job Source: Savvy WealthBeacon Pointe
San Diego, CA, United States
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Diego, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination wit
Job Source: Beacon PointeSavvy Wealth
Chula Vista
Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advis
Job Source: Savvy WealthSan 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 contributor to our Firms long-term growth initiatives.
Qualifications: WHAT WE EXPECT
A portable practice of high-net-worth clientele
A track record of cultivating new client relationships
Ability to create or nurture a referral network or referral sources
Client-driven mindset and a passion for finance and people
High investment and financial planning acumen
Ability to work independently or in a team for the purposes of achieving client goals and driving results
Strategic and creative thinker who excels in a fast-paced, entrepreneurial environment
Excellent written and verbal communication skills
Conducts business with high moral and ethical standards
Strong compliance record
Experience with CRM, project or task management applications, eMoney, and Black Diamond
Proficiency in the Microsoft Office suite (Word, Excel, Outlook)
Why is This a Great Opportunity: WHAT WE PROVIDE
Client currently offers a hybrid work schedule, supports personal and professional growth, and embraces a culture of supporting each other and our clients.
We offer a competitive compensation package and a comprehensive benefits package.
As one of the nations leading registered investment advisor firms, we support your growth with a collaborative client-first culture and expertise across financial disciplines such as financial planning, investment management, business planning, tax & estate planning.
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Senior Wealth Advisor jobs in San Diego, CA, United States
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