Hybrid Financial Advisor — Relationship-Driven Growth

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

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.