Wealth Advisor | San Diego, California

Reference Number: HRJ7129
Location: San Diego, California

Judson Group has partnered with a boutique but rapidly growing RIA to add a Wealth Advisor to their growing advisory team. Our client provides objective, high-quality advice to help HNW and UHNW clients make smart decisions with their money.

The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients, taking over existing relationships. This individual will manage client relationships, providing sound financial planning advice and counsel, and work closely with all members of the team to exceed client expectations. This is a great opportunity for an advisor to join an established team, creating capacity for senior advisors while developing down the senior advisor path.

Responsibilities:

  • Develop and manage existing client relationships, including ongoing regular client contact and communications
  • Develop a knowledge of the client’s entire financial situation and prepare comprehensive financial plans
  • Actively participate in the development of new business and networking opportunities
  • Conduct client reviews and assess advice options
  • Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources

Qualifications:

  • 5+ years of experience in financial advisory services with demonstrated ability to develop and manage existing client relationships
  • CFP or CFA preferred; Series 65/6 required
  • Bachelor’s Degree required; advanced degree preferred
  • Strong software program experience including TD Ameritrade, Orion, Salesforce
  • A self-motivated, highly driven, and entrepreneurial personality
  • Client first approach with can-do attitude

Compensation:
Competitive base salary, bonus, and benefits

Location:
San Diego, California

Reference Number: HRJ7129

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