Senior Financial Advisor

One Degree Advisors•San Diego, CA

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, guiding financial planning and investment discussions, coordinating planning projects, mentoring staff, and contributing to the firm’s business development, marketing, community development, and practice management. The position also supports the firm’s operational and compliance practices and its strategic direction and goals.

Requirements

Bachelor’s degree.
CFP® designation; CFA® or CPA is also considered.
Certified Kingdom Advisor® designation, or willingness to attain it.
Participation in a Kingdom Advisors study group.
Ongoing professional development, including continuing education and/or advanced designations.
At least 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.
Proven 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 work with minimal supervision, and able to 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 as an alternative to the CFP® designation.
Experience with Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, and Holistiplan, or comparable equivalents.
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 involving tax, estate, insurance, and employee benefits.
Provide day-to-day oversight and mentorship to advisory team members, supporting their professional development and quality client service.
Stay current on relevant technology resources and emerging planning tools.
Construct investment portfolios and conduct basic investment trading.
Contribute to marketing, community development, networking, educational content, and new business development.
Support the firm’s strategic direction and contribute to firm-wide projects.
Follow and help shape operational processes and procedures; document notes and tasks within those procedures.
Manage and cross-train staff as needed.
Provide client servicing and communication when advisor involvement is required.
Support and adhere to compliance practices.
Work toward firm goals and metrics and practice the firm’s core values: Fun, Respect, Alpha, Balance, and Give.