Financial Advisor

RogueSearch; San Diego (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Internal banking partnerships

Comprehensive support infrastructure

Multi-branch territory access

Growth opportunities

Job summary

RogueSearch is seeking an experienced Financial Advisor to join a leading national financial institution’s wealth management platform in the Greater San Diego market. This role offers the opportunity to oversee a multi-branch territory while continuing to build a personal practice through referrals and relationship development in a fully supported environment.

You will work with internal banking partners, an integrated investment and insurance platform, and advanced planning tools to generate

Qualifications

• Experienced Financial Advisor currently in a bank, independent, regional, or wirehouse environment.
• Demonstrated ability to manage client relationships and grow assets under management.
• Portable client relationships expected to transition with the advisor.
• Access to internal referral opportunities and collaborative planning culture.

Responsibilities

• Grow assets under management through proactive client relationship management.
• Collaborate with internal referral partners to generate new opportunities.
• Transition existing client base to RogueSearch platform with smooth onboarding.
• Provide comprehensive financial planning and guidance using planning tools.

Skills

Relationship management

Asset growth

Networking

Entrepreneurial mindset

Job description

A leading national financial institution is seeking an experienced Financial Advisor to join its wealth management platform in the Greater San Diego market. This role provides the opportunity to step into a multi-branch territory with significant growth potential, while continuing to build and grow a personal practice through referrals and relationship development. The advisor will work within a fully supported environment that includes planning tools, operational infrastructure, and a collaborative banking partnership designed to generate ongoing client opportunities.

Opportunity Highlights

• Established referral ecosystem through internal banking partnerships
• Comprehensive investment and insurance platform
• Advanced financial planning tools and technology
• Operational, compliance, and administrative support
• Competitive compensation structure with long-term growth opportunity
• Multi-branch territory drawn from a 12-branch Greater San Diego market with a $196.8MM deposit base

Ideal Candidate Profile

• Experienced Financial Advisor currently in a bank, independent, regional, or wirehouse environment
• Demonstrated ability to manage client relationships and grow assets under management
• Portable client relationships expected to transition with the advisor
• Comfortable working in a collaborative environment with internal referral partners
• Entrepreneurial mindset focused on long-term client relationships and business growth
• Access to internal referral opportunities from banking partners
• Full operational and transition support available
• Ability to bring an existing client base and grow through internal channels
• Collaborative culture focused on client planning and relationship management

Why This Opportunity Stands Out

This opportunity offers advisors the ability to grow their practice within a well-established financial institution while leveraging internal referrals and planning resources. Advisors benefit from the stability of a large platform combined with the ability to build and maintain long-term client relationships.

If you are an experienced advisor interested in exploring a new growth opportunity, a confidential conversation is encouraged.