Senior Financial Advisor

One Degree Advisors, Inc.; San Diego (CA); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

401(k) with match

Health insurance

PTO

Job summary

One Degree Advisors in San Diego, CA, is seeking a Senior Financial Advisor who excels at client relationships and collaborative teamwork. You will lead premier client relationships, oversee advisory team members, and guide financial planning, investment discussions, and complex scenarios.

The role emphasizes mentoring, staying updated on technologies, and delivering high-quality client service as part of a collaborative advisory team.

Qualifications

• Bachelor's degree required.
• CFP designation preferred; alternative CFA or CPA considered.
• Kingdom Advisors designation or willingness to attain.

Responsibilities

• Lead premier client relationships and oversee advisory team members.
• Oversee Financial Plan development, updates, and presentation.
• Lead Investment Advisory discussions with clients and provide oversight on complex planning scenarios.
• Coordinate research, meeting preps & follow-up with Advisory team.
• Invest portfolio construction and basic investment trading.
• Support firm marketing, new business development, and compliance practices.

Skills

Client relationships

Leadership

Project management

Communication

Discretion

Collaboration

Time management

Education

Bachelor's degree

CFP® designation

Certified Kingdom Advisor® designation

Kingdom Advisors study group

Continuing education / advanced designations

Tools

Redtail

Schwab Advisor Center

Orion

Hazel

eMoney

Income Lab

Holistiplan

MS Office

Job description

One Degree Advisors is growing and looking for a Senior Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.

The main responsibilities of this position are to lead premier client relationships and oversee advisory team members.

Essential Functions:

Wealth Advising

• Lead client meetings, including ongoing strategy meetings and new client onboarding for premier relationships
• Oversee Financial Plan development, updates, and presentation
• Lead Investment Advisory discussions with clients and provide oversight on complex planning scenarios
• Hold client discussions focused on personal and family objectives and vision
• Serve as primary advisory contact for high-value 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
• Provide day-to-day oversight and mentorship of advisory team members — supporting their professional development and ensuring quality client service
• Stay updated and educated on relevant technology resources and emerging planning tools
• Investment portfolio construction
• Basic investment trading

Firm Responsibilities

• Marketing
  • Community Development
  • Networking
  • Contributing to educational content
• New Business Development
• Work with and support the strategic direction of the firm
• Practice Management
  • Adhere to and help shape operational processes and procedures
  • Document notes and tasks within operational procedures
  • Manage and cross-train staff as needed
• Client servicing and communication (where advisor involvement is required)
• Support and adhere to compliance practices
• Lead or assist with firm-wide projects
• Work toward firm goals and metrics
• Strive to practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give

Qualifications:

Education / Certifications

• Bachelor's degree
• Certified Financial Planner™ (CFP®) designation (CFA® or CPA also considered)
• Certified Kingdom Advisor® designation (attained or willing to attain)
• Kingdom Advisors study group participation
• Ongoing professional development, including continuing education and/or advanced designations

Experience

• 10+ years as a Financial Planner/Investment Advisor or in directly relevant experience
• Demonstrated experience leading client relationships and supporting the development of advisory staff

Knowledge, Skills, and Abilities

• Ability to handle confidential and sensitive information with the highest discretion
• Proven ability to lead in a collaborative, client-centric team environment
• Strong organizational and project management skills with ability to manage competing priorities
• Ability to establish timelines, manage multiple deadlines, and hold others accountable to them
• Highly developed professional, interpersonal, and communication skills — written and verbal
• Self-directed; able to operate with minimal supervision and make sound independent judgment
• Proficiency in PC applications including MS Office
• Experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, Hazel, eMoney, Income Lab, Holistiplan (or comparable equivalents)

Compensation: $200,000+ (salary + bonus, depending on experience and expertise)

Benefits: 401(k) with match, health insurance, PTO — see onedegreeadvisors.com/careers for full details

Location: In-office or hybrid preferred; remote considered based on experience and fit