Senior Wealth Advisor

RJ Patterson Group; San Diego (CA); On-site; USD 150,000 - 260,000; Full time

Job summary

RJ Patterson Group in San Diego, CA, seeks a Proven leader to serve as the principal client contact with sophisticated wealth management expertise. The Senior Wealth Advisor will maintain ongoing relationships and lead in developing new client relationships.

This role requires deep investment knowledge, engagement with attorneys, accountants and other trusted advisers, and the ability to present investment options, tax planning, and philanthropic strategies while guiding a team of analysts and

Qualifications

• Extensive impact/mission related investing expertise.
• Ability to maintain ongoing client relationships and lead development of new client relationships.
• Autonomous and entrepreneurial environment.
• Strong written and verbal communication skills.
• Discretion with confidential information.

Responsibilities

• Maintain regular client communication and coordinate with the client’s advisors.
• Oversee a group of client support personnel delivering investment, tax, and financial planning services.
• Discuss investment performance and market trends with clients.
• Lead new business development and seek referrals to increase AUM.
• Present investment ideas and philanthropic planning options to clients.

Skills

Client relationship management

Investment strategy

Leadership

Communication

Problem solving

Education

Master’s degree or equivalent in Investments/Finance

15 years of related experience

CFP, CPA, CFA or CIMA certification

Leadership coaching courses

Job description

Proven leader who will serve as the principal contact with clients. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies.

The ideal candidate will have extensive impact/mission related investing expertise. The Senior Wealth Advisor is responsible for maintaining the ongoing relationships and leading in the development of new client relationships.

Duties + Responsibilities

Managing the overall delivery of the wealth management services to the client. This will involve maintaining regular communication with the client, and working in consultation with the client’s other advisors. In addition, this position will oversee a group of client support personnel, including analysts and administrators in delivering investment management, tax, financial planning, and other pertinent financial services.

Client Service

• Extensive communication with clients and their advisors
• Ability to discuss investment performance, economic and market trends
• Presentations to clients on financial and tax planning options and opportunities
• Direct consultation with attorneys, accountants and other advisors on financial, tax and estate planning
• Client meeting planning, facilitation and presentation
• Develop and/or deliver private wealth education sessions to clients and staff

Financial Planning

• Develop knowledge of client’s entire financial and family situation and be able to structure a goals based investment and financial plan
• Ability to discuss estate planning and work with internal and external resources to meet estate planning goals of the client
• Understand and coordinate income tax planning and work closely with client tax advisors
• Evaluate and discuss options to meet client philanthropic goals
• Seek to establish a level of trust and confidence with the client so that any financial issue can be addressed and solutions offered

Investment Management

• Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements
• Implementation of investment plans
• Translate investment policy to individual investment objectives
• Monitor manager performance versus benchmarks and develops insights for clients regarding key contributors and detractors
• Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to rebalance
• Reviews portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly
• Present alternative investment ideas to clients
• Manage investment transition for new clients
• Provide recommendations to individuals and family foundations enabling them to fulfill their goals related to mission/impact investing
• Evaluate large holdings for performance relative to the overall portfolio and plan strategies for diversification

New Business Development and Marketing

• Develops leads and referrals from current clients and outside contacts
• Seek to increase current accounts through additions to AUM
• Offer value-added fee-based services
• Participate in sales meetings with prospective clients
• Represent our investment philosophy and views to colleagues, clients and prospects

Required Skills + Qualifications

• Exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes – Ability to operate in an autonomous and entrepreneurial environment
• Ability to foster teamwork and motivate colleagues
• Capacity to work with demanding clients and diverse groups of people
• Client-centered focus
• Excellent strategic thinking ability
• Excellent consultative skillsont>
• Strong written and verbal communication skills
• Self-confidence, personal integrity, credibility
• Skilled at analyzing and solving problems
• Results driven team player with entrepreneurial spirit
• Demonstrates and promotes integrity and dignity of the individual in an environment of mutual trust and respect
• Exhibits a commitment to lifelong learning
• Demonstrates a servant-leadership mindset toward all
• Encourages a direct and positive relationship between community and company
• Maintains the utmost discretion in working with sensitive and confidential information

Required Education + Certifications

• Master’s degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration)
• 15 years of related experience; or an equivalent combination of education and experience
• At least one CFP, CPA, CFA or CIMA certification; extensive knowledge of certifications not earned
• Extensive leadership, communication and coaching classes (Coaching for Results, Meeting Facilitation, Leadership 360, etc.)