Posted 03/06/2026
Job Number: 15100

Wealth Advisor

San Diego, CA Hybrid

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

Salary:  $150,000 - $175,000 / Annually

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Job Description

Position Title: Wealth Advisor

The Wealth Advisor role presents an opportunity to engage with ultra high-net-worth clients, requiring a proactive approach to business development and relationship building. This position necessitates a strong commitment to cultivating a personal book of business, with a focus on clients possessing investable assets ranging from $5 million to $150 million. Advisors will collaborate with Senior Investment Strategists while also independently sourcing leads and establishing a presence in the community. Candidates must be prepared for a long sales cycle that emphasizes relationship development and trust. The role demands a high level of market sophistication and the ability to communicate complex investment strategies effectively.

Salary Range: $150,000 – $175,000 / Year DOE

Wealth Advisor Responsibilities:

  • Participate in 13 weeks of comprehensive training with no sales expectations
  • Conduct a minimum of 15 meetings per week, entirely sourced by the advisor
  • Build and maintain relationships with clients to facilitate trust and long-term partnerships
  • Engage in team meetings every Monday to discuss strategies and share insights
  • Develop a deep understanding of market trends and investment strategies
  • Utilize Microsoft Office Suite for client management and reporting

Wealth Advisor Requirements:

  • Five years of experience in Wealth Management or Financial Advising
  • SIE, Series 7, Series 65 or 63 certifications are required by September
  • Proven ability to build a book of business from scratch
  • Experience working with clients with a minimum of $1 million in investable assets
  • Bachelor’s degree is required
  • Strong market knowledge and ability to discuss investment implications
  • CFP certification is preferred

Benefits:

  • Flexible work hours to accommodate personal commitments
  • Collaborative company culture with access to a diverse support team
  • Opportunities for professional growth and advancement within the firm
  • Participation in initiatives such as the Women Who Advise book club

If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-KL1

Job ID: a0CUm00003YIqCyMAL

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