Senior Wealth Advisor: Lead, Grow & Mentor Top Clients

Modern Wealth Management; Carlsbad (CA); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

Generous continuing education support

100% company paid health, dental & vision coverage

4% Company 401k match, 100% vested

Job summary

A leading financial services firm in California is seeking a Senior Advisor to manage top clients and drive business development. The ideal candidate will have a bachelor's degree in finance and a CFP certification, with at least 10 years of experience. Responsibilities include overseeing client reviews, mentoring staff, and ensuring compliance. This role emphasizes diverse perspectives, fostering an inclusive workplace, and offering generous employee benefits, including health coverage and 401k matching.

Qualifications

• A bachelor's degree in finance, economics, business administration, or a related field is typically required.
• Certification such as Certified Financial Planner (CFP) is mandatory.
• 10 years of experience in financial planning or a related field is needed.

Responsibilities

• Conduct all Get to Know meetings.
• Manage top 20% of the team’s client reviews.
• Dedicate at least 80% of time in business development.
• Train, coach, and mentor advisory staff.
• Oversee compliance operations.

Skills

Financial planning

Investment management

Business development

Client relationship management

Leadership

Education

Bachelor's degree in finance, economics, or related field

Certified Financial Planner (CFP)

Job description

A leading financial services firm in California is seeking a Senior Advisor to manage top clients and drive business development. The ideal candidate will have a bachelor's degree in finance and a CFP certification, with at least 10 years of experience. Responsibilities include overseeing client reviews, mentoring staff, and ensuring compliance. This role emphasizes diverse perspectives, fostering an inclusive workplace, and offering generous employee benefits, including health coverage and 401k matching.