Senior Wealth Advisor: Lead Practice with Equity Path

Next Level Recruiting, LLC; San Diego (CA); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Competitive compensation and incentives

Comprehensive insurance

Continuing education support

Job summary

A leading wealth management firm is seeking experienced Senior Wealth Advisors in San Diego, CA. This role offers a lead advisor position with full service support, a deep planning platform, and a clear path to partnership and equity. Ideal candidates will have 8-10 years of experience with high-net-worth clients and relevant certifications. The firm promotes a collaborative culture with strong growth support and competitive compensation.

Qualifications

• 8-10+ years of experience serving high-net-worth clients.
• Strong relationship management and planning expertise.
• Leadership and growth mindset; team-first approach.

Responsibilities

• Serve as lead advisor for high-net-worth clients and families.
• Collaborate with in-house specialists for comprehensive planning.
• Lead client service team and mentor junior staff.

Skills

Relationship management

Comprehensive financial planning

Leadership

Client acquisition

Education

CFP or equivalent certifications

CPA, CFA, or other designations

Job description

A leading wealth management firm is seeking experienced Senior Wealth Advisors in San Diego, CA. This role offers a lead advisor position with full service support, a deep planning platform, and a clear path to partnership and equity. Ideal candidates will have 8-10 years of experience with high-net-worth clients and relevant certifications. The firm promotes a collaborative culture with strong growth support and competitive compensation.