Position: Wealth Management Advisor
Compensation: Starting at $125K
Overview:
We are seeking an experienced and client-focused Wealth Advisor to provide comprehensive financial planning and investment management services at a RIA firm in San Diego, CA. This role focuses on addressing the complex needs of high-net-worth individuals, entrepreneurs, and professional athletes. The ideal candidate is a fiduciary-minded professional who can deliver tailored strategies to help clients grow, preserve, and transfer wealth across generations.
Financial Planning
Investment Management
Retirement Planning
Tax Minimization
Estate Planning
Business Succession Planning
Specialized Client Services
Fiduciary Standard
Holistic, Personalized Service
Long-Term Orientation
Collaborative Expertise
Qualifications:
5+ years of experience in wealth management or financial advisory roles
CFP®, CFA®, or other relevant certifications strongly preferred
- Series 65 or 66 required
Deep understanding of the financial needs of high-net-worth clients
Strong interpersonal skills and a client-first mindset
Ability to navigate complex financial situations with discretion and clarity
