Senior Financial Advisor — Lead Key Client Relationships

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 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.