Wealth Management Advisor

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

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ISC's Team of Recruiters has partnered with a growing RIA in Southern California seeking a Wealth Advisor to manage client relationships, provide financial planning expertise, and support business growth. This is an on-site role in San Diego, CA. Relocation candidates will not be considered.

What You’ll Do

• Serve as the main point of contact for high-net-worth clients
• Lead client meetings and deliver tailored wealth strategies
• Partner with portfolio managers to align investments with client goals
• Mentor and guide Client Service Associates
• Manage account documentation, transactions, and custodial processes
• Support business development through networking and referrals

What You Bring

• Bachelor’s degree and 5–10 years in wealth management or financial advisory
• Series 7 & 66 licenses required
• Strong communication and client relationship skills

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services and Investment Management

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Inferred from the description for this job

401(k)

Vision insurance

Medical insurance

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