High Net-Worth Wealth Advisor (San Diego)

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

Now Hiring: Wealth Advisor – High Net-Worth Clients

Talent Focus is proud to partner with a prestigious national wealth management firm to appoint a high-caliber Wealth Advisor to its growing High Net-Worth Private Client practice in San Diego.

This is an exceptional opportunity for a business development focused advisor to work with one of the world’s most respected private client platforms, providing bespoke financial strategies to affluent individuals and families.

What You’ll Do

• 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

What We’re Looking For

• 5–10 years' success advising high-net-worth clients


• An established book of business or network of HNWI prospects


• Deep knowledge of capital markets & planning strategies


• High EQ, integrity, and ambition to grow with a top-tier firm

Why Join?

• Best-in-class tools and investment access


• Ongoing training and career support


• Located in San Diego (at least 4 days a week in the office).