About this opportunity
Boutique Recruiting lists this Financial Advisor opportunity in san diego, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Position Title : Financial Advisor
Salary Range: $80,000-$120,000 / Year BASE
This is financial advising built around relationships, not cold calls. We are seeking a Financial Advisor to join a growing registered investment advisory firm focused on helping clients make smarter financial decisions and build lasting financial security. You will manage and deepen client relationships, assess financial goals and risk tolerance, develop investment strategies, discuss portfolio performance and market trends, and grow your book through warm leads, networking, and relationship-driven business development. The firm manages approximately $99 million in AUM and primarily serves clients with $2-$10 million in net worth, giving you the opportunity to work closely with individuals and families on meaningful wealth decisions. The ideal candidate is a confident, self-driven advisor with a teacher and coach mentality who knows how to earn trust, simplify complex financial concepts, and guide clients toward better decisions. You will thrive here if you want autonomy and growth without the aggressive, cold-calling culture commonly associated with financial sales.
Responsibilities
Build and manage trusted relationships with current and prospective clients, providing consultative financial guidance tailored to their goals, priorities, and long-term aspirations
Assess client needs, financial objectives and risk tolerance to recommend and execute appropriate investment strategies and asset allocations
Lead prospect and client meetings, clearly communicating investment performance, economic conditions and relevant market trends
Develop new business through firm-provided warm leads, professional networking, industry groups and relationship-driven outreach
Onboard new clients and provide ongoing portfolio management, financial education and proactive guidance
Conduct market research and analysis to identify trends, client needs and potential investment or business opportunities
Track portfolio and investment data while using critical thinking to evaluate the future performance of stocks, bonds, funds and other investment strategies
Requirements 3-7 years of relevant financial advisory, wealth management, or investment industry experience
Active Series 65 license and CFP designation
Proven experience managing client relationships and contributing to business development, with an understanding of how to manage and grow a book of business
Strong ability to coach and educate clients, uncover their financial priorities and translate those goals into actionable wealth strategies
Strong knowledge of financial markets, investment strategies, risk assessment and current financial technologies and tools
Excellent presentation, written and verbal communication skills with the confidence to engage high-net-worth clients
Bachelor's degree required along with proficiency in Microsoft Office, including Excel, Word and PowerPoint; CRM experience and an insurance license are preferred
Benefits Hybrid work environment following an initial in-office onboarding and training period
Health insurance
401(k) retirement plan with a Safe Harbor employer match after one year of employment
Flexible time off available to eligible full-time employees after 90 days
Paid company holidays including New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving and Christmas, among others
If you are an experienced advisor who wants to build meaningful client relationships, grow your career and help people become genuinely stronger with their money, apply today and bring your expertise to a firm where your impact will be seen and valued.
Worksite address
san diego, CA, 92189, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.