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Affinity 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 SearchCare 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 PointeSan 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-first approach, they provide tailored financial solutions that simplify complexities and empower informed decisions. Embracing diversity and inclusion, they offer equal opportunities for all.
Role Overview:
Seeking an ambitious, detail-oriented Senior Wealth Advisor to join a multidisciplinary team. This role is critical for long-term growth, focusing on managing and expanding a high-net-worth client base.
Key Responsibilities:
Grow a substantial book of business.
Cultivate new client relationships and referral networks.
Deliver exceptional investment planning services with a client-driven mindset.
Utilize advanced financial tools and software for client management.
Must-Have Skills:
Portable practice with a 50MM+ book of business.
Proficiency in investment planning, Black Diamond, CRM, eMoney, and Microsoft Office suite.
Excellent communication, strategic thinking, and a strong compliance record.
Why Join Us:
Competitive salary ($120K+ Bonus) and comprehensive benefits including 401k matching, health, vision, and dental insurance.
Hybrid work arrangement for optimal work-life balance.
A culture that promotes personal and professional growth, supported by the latest technology.
Qualifications:
5+ years in wealth or finance, with a solid understanding of the San Diego market.
US Citizen, GC, or resident status required.
Location:
San Diego, CA - Hybrid
If youre driven by client success and ready to take on a challenging yet rewarding role, we want to hear from you. Apply to be a part of a team where your contributions are valued and your growth supported.
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Senior Wealth Advisor jobs in San Diego, CA, United States
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