Lead Financial Advisor JN -102026-182765

Goodwin Recruiting; San Diego (CA); Vor Ort; USD 125.000 - 150.000; Vollzeit

Benefits dieser Stelle

Revenue share

Bonus

100% employer paid medical insurance

401k with 6% match

Amazing PTO/Flexibility

Paid professional development

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Client-facing experience

Relationship-building

Communication

Organizational skills

Ausbildung

CFP designation

Series 65

Tools

Salesforce

eMoney

RIA environment

Jobbeschreibung

An established boutique wealth management firm is seeking a relationship-driven Lead Financial Advisor to join its growing team. This is an excellent opportunity for an advisor with 3–5 years of experience who is ready to take the next step in their career, manage client relationships independently, and contribute to the growth of a successful firm.

The best part? You do not need to bring an existing book of business. You will inherit established client relationships from senior advisors and receive qualified prospect opportunities through firm marketing, referrals, and other lead-generation programs.

Lead Financial Advisor Key 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.

Lead Financial Advisor 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.

Lead Financial Advisor Benefits

• Excellent base salary plus Revenue share
• Competitive bonus
• 100% employer paid medical insurance
• 401k w/6% match
• Amazing PTO/Flexibility
• Paid professional development

JOB ID: 182765 #post

$125,000 - $150,000