Elite Wealth Advisor for High-Net-Worth Clients

Talent Focus Executive Search and Consulting; San Diego (CA); On-site; USD 150,000 - 220,000; Full time

Job summary

Talent Focus Executive Search and Consulting partners with a national wealth management firm to recruit a Wealth Advisor for its High Net-Worth Private Client practice in San Diego. The role focuses on delivering bespoke financial strategies to affluent individuals and families, building trusted relationships and expanding the practice.

The successful candidate will have 5–10 years advising HNWI, an established book of business, deep capital markets knowledge, and the drive to grow with a

Qualifications

• 5–10 years' experience advising high-net-worth clients.
• Established book of business or network of HNWI prospects.
• Deep knowledge of capital markets and planning strategies.
• High EQ, integrity, and ambition to grow with a top-tier firm.

Responsibilities

• Serve as a trusted financial partner to high-net-worth clients.
• Deliver tailored wealth, investment, and estate planning advice.
• Leverage institutional-grade research, tools, and support.
• Build enduring relationships that span generations.

Skills

HNWI advisory

Relationship building

Capital markets knowledge

Business development

Job description

Talent Focus Executive Search and Consulting partners with a national wealth management firm to recruit a Wealth Advisor for its High Net-Worth Private Client practice in San Diego. The role focuses on delivering bespoke financial strategies to affluent individuals and families, building trusted relationships and expanding the practice.

The successful candidate will have 5–10 years advising HNWI, an established book of business, deep capital markets knowledge, and the drive to grow with a