Lead Financial Advisor

One Degree Advisors; San Diego (CA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k) with match

Health insurance

PTO

Job summary

One Degree Advisors is seeking a Lead Financial Advisor to lead client relationships and supervise wealth planning as part of a collaborative advisory team in San Diego. You will conduct client meetings, present financial plans, discuss investments, and help grow associate advisors while aligning with core values such as Fun, Respect, Alpha, Balance, and Giving.

In-office role with hybrid or remote flexibility considered for the right candidate, compensation ranges from $120,000 to $170,000+

Qualifications

• Ability to handle confidential and sensitive information.
• Ability to work in a team environment with a client-centric focus.
• Strong organizational and project management skills with ability to multi-task.
• Ability to establish appropriate timelines and manage multiple deadlines.
• Well-developed professional, interpersonal and communication skills.
• Able to work with minimal supervision.
• Knowledge and proficiency of PC applications, including MS Office.
• Experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, Hazel, eMoney, Income Lab, Holistiplan.

Responsibilities

• Lead client relationships and oversee advisory services.
• Conduct client meetings, including ongoing strategy meetings and onboarding.
• Oversee Financial Plan development, updates and presentation.
• Conduct Investment Advisory discussions with clients.
• Lead planning projects covering tax, estate, insurance, and employee benefits.
• Support and develop associate advisors and ensure compliance.

Skills

Client relationship management

Team collaboration

Communication skills

Project management

Discretion with confidential info

MS Office proficiency

Education

Certified Kingdom Advisor designation (attained or willing to attain)

Tools

Redtail

Schwab Advisor Center

Orion

Hazel

eMoney

Income Lab

Holistiplan

Job description

One Degree Advisorsis growing and looking for aLead Financial Advisorwho loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.

The main responsibility of this position is to lead client relationships.

Full details, requirements, and how to apply:

onedegreeadvisors.bamboohr.com/careers/31

Want to get a feel for how we think and grow?

Essential Functions:

Wealth Advising

• Conduct client meetings, including ongoing strategy meetings and new client onboarding
• Oversee Financial Plan development, updates and presentation
• Conduct Investment Advisory discussions with clients
• Hold client discussions focused on personal and family objectives and vision
• Serve as primary advisory contact for client correspondence.
• Coordinate research, meeting preps & follow-up, and plan development with Advisory team
• Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
• Contribute to the development of associate advisors
• Stay updated and educated on relevant technology resources
• Basic investment trading

Firm Responsibilities

• Marketing
• Community Development
• Networking
• Contributing to educational content
• New Business Development
• Practice Management
• Adhere to operational processes/procedures
• Document notes and tasks within operational procedure
• Cross train staff as needed
• Client servicing and communication (where advisor is required)
• Support and adhere to compliance practicesAssist with firm projects
• Work toward firm goals and metrics
• Strive to practice One Degree’s Core Values: Fun, Respect, Alpha, Balance, Give

Qualifications:

Education/Certifications

• Certified Kingdom Advisor designation (attained or willing to attain)

Experience

• 5+ years as Financial Planner/Investment Advisor or relevant experience

Knowledge, Skills, and Abilities

• Ability to handle confidential and sensitive information
• Ability to work in a team environment with a client-centric focus
• Strong organizational and project management skills with ability to multi-task
• Ability to establish appropriate timelines and manage multiple deadlines
• Well-developed professional, interpersonal and communication skills
• Able to work with minimal supervision
• Knowledge and proficiency of PC applications, including MS Office
• Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, Hazel, eMoney, Income Lab, Holistiplan

Compensation:

$120,000 – $170,000+ (salary + bonus, depending on experience and expertise)

• Benefits:401(k) with match, health insurance, PTO (onedegreeadvisors.com/careers for more)

This is an in-office role based in San Diego, CA. Hybrid or Remote flexibility considered for the right candidate.

Full details, requirements, and how to APPLY to Current Opening:

onedegreeadvisors.bamboohr.com/careers/31