Lead Financial Advisor - Grow Client Wealth & Lead Strategy

Goodwin Recruiting; San Diego (CA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Revenue share

Bonus

100% employer paid medical insurance

401k with 6% match

Amazing PTO/Flexibility

Paid professional development

Job summary

Goodwin Recruiting is seeking a relationship-driven Lead Financial Advisor for a boutique wealth management firm in San Diego. You will inherit established client relationships and be responsible for leading client meetings, financial planning discussions, and ongoing reviews.

You will develop comprehensive financial plans, present investment recommendations, and collaborate with associates to drive growth. 3–5 years of advisory experience and credentials like Series 65 or CFP are preferred.

Qualifications

• 3–5 years of client-facing financial advisory experience.
• Ability to independently lead client meetings and manage client relationships.
• Strong knowledge of financial planning and investment management.
• Experience developing prospects and converting them into clients.
• Excellent communication, relationship-building, and organizational skills.
• Series 65, CFP designation or progress toward certification preferred.
• Experience with affluent clients, Salesforce, eMoney, or an RIA environment is a plus.

Responsibilities

• Manage and develop long-term relationships with existing client households.
• Lead client meetings, financial planning discussions, and ongoing portfolio reviews.
• Develop comprehensive financial plans covering retirement, tax, estate, insurance, and cash flow needs.
• Present investment recommendations aligned with client goals and the firm's investment philosophy.
• Convert qualified prospects into long-term clients and contribute to business growth.
• Collaborate with Associate Advisors, Client Service, Investment, and Operations teams.
• Maintain accurate documentation and adhere to regulatory and compliance requirements.

Skills

Client-facing experience

Relationship-building

Communication

Organizational skills

Education

CFP designation

Series 65

Tools

Salesforce

eMoney

RIA environment

Job description

Goodwin Recruiting is seeking a relationship-driven Lead Financial Advisor for a boutique wealth management firm in San Diego. You will inherit established client relationships and be responsible for leading client meetings, financial planning discussions, and ongoing reviews.

You will develop comprehensive financial plans, present investment recommendations, and collaborate with associates to drive growth. 3–5 years of advisory experience and credentials like Series 65 or CFP are preferred.