Senior Financial Advisor

One Degree Advisors•San Diego, CA

11d•$200,000

About The Position

One Degree Advisors is seeking a Senior Financial Advisor to lead premier client relationships and oversee advisory team members. The role involves leading client meetings and planning work, providing investment guidance and portfolio oversight, coordinating with the advisory team, and supporting clients’ personal and family objectives. The Senior Financial Advisor also contributes to firm development, practice management, staff support, compliance, and firm-wide initiatives. The position is in-office or hybrid preferred, with remote work considered based on experience and fit.

Requirements

Bachelor’s degree.
Certified Financial Planner™ (CFP®) designation; CFA® or CPA also considered.
Certified Kingdom Advisor® designation, attained or willingness to attain.
Participation in a Kingdom Advisors study group.
Ongoing professional development, including continuing education and/or advanced designations.
10+ years as a Financial Planner/Investment Advisor or in directly relevant experience.
Demonstrated experience leading client relationships and supporting the development of advisory staff.
Ability to handle confidential and sensitive information with the highest discretion.
Ability to lead in a collaborative, client-centric team environment.
Strong organizational and project management skills, including the ability to manage competing priorities.
Ability to establish timelines, manage multiple deadlines, and hold others accountable to them.
Highly developed professional, interpersonal, and written and verbal communication skills.
Self-directed, able to operate with minimal supervision and make sound independent judgments.
Proficiency with PC applications, including MS Office.
Experience with FinTech applications such as Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, and Holistiplan, or comparable equivalents.

Nice To Haves

CFA® or CPA designation is considered in place of the CFP® designation.
Remote work may be considered based on experience and fit.

Responsibilities

Lead ongoing strategy meetings and new-client onboarding for premier relationships.
Oversee financial plan development, updates, and presentations.
Lead investment advisory discussions with clients and oversee complex planning scenarios.
Discuss clients’ personal and family objectives and vision.
Serve as the primary advisory contact for high-value client correspondence.
Coordinate research, meeting preparation and follow-up, and plan development with the advisory team.
Lead client planning projects related to tax, estate, insurance, and employee benefits.
Provide day-to-day oversight and mentorship to advisory team members, supporting professional development and quality client service.
Stay informed about relevant technology resources and emerging planning tools.
Construct investment portfolios and perform basic investment trading.
Contribute to marketing, community development, networking, educational content, and new business development.
Work with and support the firm’s strategic direction.
Adhere to and help shape operational processes and procedures; document notes and tasks within those procedures.
Manage and cross-train staff as needed.
Support client servicing and communication where advisor involvement is required.
Support and adhere to compliance practices.
Lead or assist with firm-wide projects and work toward firm goals and metrics.
Strive to practice One Degree’s core values: Fun, Respect, Alpha, Balance, and Give.