Wealth Advisor: Growth & Internal Referrals Platform

RogueSearch; San Diego (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Internal banking partnerships

Comprehensive support infrastructure

Multi-branch territory access

Growth opportunities

Job summary

RogueSearch is seeking an experienced Financial Advisor to join a leading national financial institution’s wealth management platform in the Greater San Diego market. This role offers the opportunity to oversee a multi-branch territory while continuing to build a personal practice through referrals and relationship development in a fully supported environment.

You will work with internal banking partners, an integrated investment and insurance platform, and advanced planning tools to generate

Qualifications

• Experienced Financial Advisor currently in a bank, independent, regional, or wirehouse environment.
• Demonstrated ability to manage client relationships and grow assets under management.
• Portable client relationships expected to transition with the advisor.
• Access to internal referral opportunities and collaborative planning culture.

Responsibilities

• Grow assets under management through proactive client relationship management.
• Collaborate with internal referral partners to generate new opportunities.
• Transition existing client base to RogueSearch platform with smooth onboarding.
• Provide comprehensive financial planning and guidance using planning tools.

Skills

Relationship management

Asset growth

Networking

Entrepreneurial mindset

Job description

RogueSearch is seeking an experienced Financial Advisor to join a leading national financial institution’s wealth management platform in the Greater San Diego market. This role offers the opportunity to oversee a multi-branch territory while continuing to build a personal practice through referrals and relationship development in a fully supported environment.

You will work with internal banking partners, an integrated investment and insurance platform, and advanced planning tools to generate