HNW Wealth Advisor: Client-First Planning & Strategy

Centura Wealth Advisory; San Diego (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

A wealth management firm located in San Diego is seeking a Wealth Advisor responsible for managing client deliverables and building relationships with high-net-worth clients. This individual will collaborate internally and externally, ensuring client goals align with firm objectives. Key qualifications include a bachelor’s degree, 7-10 years of experience in wealth management, and demonstrated consultative sales experience. A strong focus on teamwork, emotional intelligence, and regulatory compliance is essential for success in this role.

Qualifications

• 7-10 years of experience in financial planning and wealth management.
• Demonstrable experience working with high-net-worth (HNW) clients.
• Experience in consultative sales environments.

Responsibilities

• Conduct client meetings focused on investment management.
• Manage assets under management (AUM) case management.
• Prepare and deliver tailored portfolio proposals.
• Oversee deployment of client assets.
• Foster long-term relationships with HNW clients.
• Collaborate with internal team members and external partners.
• Stay informed on market trends and regulatory changes.
• Identify and implement process improvements.
• Mentor and support junior advisors.

Skills

Investment strategies understanding

Consultative sales experience

Team collaboration

Interpersonal skills

Organizational skills

CRM tools proficiency

Strategic thinking

Education

Bachelor's degree in finance, Business Administration, Economics, or related field

CFP/CFA preferred

Tools

Salesforce

Job description

A wealth management firm located in San Diego is seeking a Wealth Advisor responsible for managing client deliverables and building relationships with high-net-worth clients. This individual will collaborate internally and externally, ensuring client goals align with firm objectives. Key qualifications include a bachelor’s degree, 7-10 years of experience in wealth management, and demonstrated consultative sales experience. A strong focus on teamwork, emotional intelligence, and regulatory compliance is essential for success in this role.