Senior Wealth Advisor for HNW Clients — San Diego

International Search Consultants; San Diego (CA); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

401(k)

Vision insurance

Medical insurance

Job summary

A recruiting firm specializing in financial services is seeking a Wealth Advisor to manage client relationships and provide financial planning expertise in San Diego, CA. Ideal candidates will have a Bachelor’s degree and 5–10 years in wealth management, alongside necessary licenses. The role is on-site and focuses on high-net-worth clients, requiring strong communication and client relationship skills.

Qualifications

• 5–10 years in wealth management or financial advisory experience.
• Experience managing high-net-worth client relationships.
• Ability to deliver tailored wealth strategies.

Responsibilities

• Manage client relationships as the main contact for high-net-worth clients.
• Lead meetings and align investments with client goals.
• Support business development through networking.

Skills

Strong communication skills

Client relationship management

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Job description

A recruiting firm specializing in financial services is seeking a Wealth Advisor to manage client relationships and provide financial planning expertise in San Diego, CA. Ideal candidates will have a Bachelor’s degree and 5–10 years in wealth management, alongside necessary licenses. The role is on-site and focuses on high-net-worth clients, requiring strong communication and client relationship skills.