Financial Advisor

Boutique Recruiting; San Diego (CA); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Hybrid work environment

Health insurance

401(k) with Safe Harbor match

Paid time off

Paid company holidays

Job summary

Boutique Recruiting in San Diego seeks an experienced Financial Advisor to join a growing registered investment advisory firm. You will nurture client relationships, assess goals and risk, and develop tailored investment strategies.

The role focuses on warm leads and relationship-driven growth, with autonomy and professional development in a collaborative, client-centered environment.

Qualifications

• 3–7 years of advisory or wealth management experience.
• Active Series 65 license and CFP designation.
• Bachelor's degree required; proficiency in Microsoft Office; CRM experience.

Responsibilities

• Build and manage trusted client relationships with tailored guidance.
• Assess client goals, risk tolerance and objectives to guide investment strategies.
• Lead client meetings and communicate investment performance and market trends.

Skills

Client relationship management

Presentation skills

Communication

Financial analysis

Education

Bachelor's degree

Series 65 license

CFP designation

Tools

CRM

Microsoft Office

Job description

Position Title: Financial Advisor

Salary Range: $80,000-120,000 / Year BASE

This is financial advising built around relationships, not cold calls. We are seeking a Financial Advisor to join a growing registered investment advisory firm focused on helping clients make smarter financial decisions and build lasting financial security. You will manage and deepen client relationships, assess financial goals and risk tolerance, develop investment strategies, discuss portfolio performance and market trends, and grow your book through warm leads, networking, and relationship-driven business development. The firm manages approximately $99 million in AUM and primarily serves clients with $2-$10 million in net worth, giving you the opportunity to work closely with individuals and families on meaningful wealth decisions. The ideal candidate is a confident, self-driven advisor with a teacher and coach mentality who knows how to earn trust, simplify complex financial concepts, and guide clients toward better decisions. You will thrive here if you want autonomy and growth without the aggressive, cold-calling culture commonly associated with financial sales.

Responsibilities

• Build and manage trusted relationships with current and prospective clients, providing consultative financial guidance tailored to their goals, priorities, and long-term aspirations
• Assess client needs, financial objectives and risk tolerance to recommend and execute appropriate investment strategies and asset allocations
• Lead prospect and client meetings, clearly communicating investment performance, economic conditions and relevant market trends
• Develop new business through firm-provided warm leads, professional networking, industry groups and relationship-driven outreach
• Onboard new clients and provide ongoing portfolio management, financial education and proactive guidance
• Conduct market research and analysis to identify trends, client needs and potential investment or business opportunities
• Track portfolio and investment data while using critical thinking to evaluate the future performance of stocks, bonds, funds and other investment strategies

Requirements

• 3-7 years of relevant financial advisory, wealth management, or investment industry experience
• Active Series 65 license and CFP designation
• Proven experience managing client relationships and contributing to business development, with an understanding of how to manage and grow a book of business
• Strong ability to coach and educate clients, uncover their financial priorities and translate those goals into actionable wealth strategies
• Strong knowledge of financial markets, investment strategies, risk assessment and current financial technologies and tools
• Excellent presentation, written and verbal communication skills with the confidence to engage high-net-worth clients
• Bachelor's degree required along with proficiency in Microsoft Office, including Excel, Word and PowerPoint; CRM experience and an insurance license are preferred

Benefits

• Hybrid work environment following an initial in-office onboarding and training period
• Health insurance
• 401(k) retirement plan with a Safe Harbor employer match after one year of employment
• Flexible time off available to eligible full-time employees after 90 days
• Paid company holidays including New Year's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving and Christmas, among others

If you are an experienced advisor who wants to build meaningful client relationships, grow your career and help people become genuinely stronger with their money, bring your expertise to a firm where your impact will be seen and valued.