Wealth Advisor

Mariner • San Diego, CA

6d • $100,000 - $150,000 • Hybrid

About The Position

The Wealth Advisor works directly with the wealth management team to create comprehensive wealth plans and coordinated financial strategies aligned with each client’s goals and values. The role partners with clients to develop strategies for their current and future needs. A successful candidate is a thoughtful listener, collaborates well with a team, and is driven to grow professionally and personally.

The firm describes an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance. It offers progressive opportunities, supports professional growth, and encourages community involvement. The firm is dedicated to building a diverse culture where associates have support to achieve their career goals.

Requirements

• Bachelor’s degree required.
• At least 5 years of experience working in financial planning, accounting, legal, or another organization providing relevant experience.
• Series 65, CFP, or CFA required.
• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance, and financial planning.
• Previous experience with high-net-worth or ultra-high-net-worth clients.
• Mastery of financial planning and investment software products, including eMoney and MoneyGuide Pro.
• Highly effective interpersonal, relationship management, and communication skills.
• Demonstrated talent-development experience, such as training new staff or mentoring interns.
• Excellent organizational and time-management skills in a high-energy environment, with the ability to manage multiple priorities.
• Strong attention to detail.
• Must have a clean U4 with no disclosures.

Responsibilities

• Work with the wealth advisor team to provide comprehensive wealth management advice to high-net-worth clients.
• Prepare customized comprehensive financial plans and portfolios by researching and analyzing potential client solutions.
• Cultivate and lead client relationships, addressing clients’ questions and needs.
• Work effectively with the team and available resources to support clients, execute client requests, and update information.
• Participate in obtaining new clients in partnership with strategic relationships and community networks.
• Commit to continuing education, training, and talent development at all levels.
• Train and mentor new associate wealth advisors and client service associates.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level