Financial Advisor

Description:

This is an excellent opportunity for a top-tier advisor to join a top-tier
wealth management firm. If you feel that your current firm is not your
"forever" firm, then we invite you to consider our fast-growing, wellpositioned firm in our San Diego office.
This position does not require an existing book of business, but is
strongly recommended as our compensation model encourages both
client satisfaction and growth. However, we are not looking to grow for
the sake of growth - we wish to grow organically with the right type of
clientele and staff that fits our positive culture.
This job is best suited for an individual looking for upward mobility and a
place where they can thrive for the long-term. Attention to detail, ability
to solve problems, and excellent people skills are a must, along with a
willingness to learn. Most importantly, we are looking for someone with a
great attitude who will enjoy coming to work and serving clients as much
as we do.
RESPONSIBILITIES

• Grow your client base with and without the help of the Firm.
• If you prove to be an instrumental part of this firm, you can take part

of our list of leads (extremely warm qualified leads via our marketing
channel)

• Own and drive the financial planning process, which includes walking

our clients through our custom mind-mapping sessions, creating
multiple planning scenarios, and delivering the results in a clear and
consistent manner

• Identify planning opportunities for review with clients. Areas of

emphasis include financial goals, estate planning, college planning,
tax planning, insurance needs analysis, Social Security planning, and
executive compensation planning

• Deliver plans to clients clearly and understandably. Responsibilities

will include meeting preparation, financial plan construction,
presentation, meeting follow-up, and ongoing client service
There is more to this role than just the above. As a small business, no
job can be too big or too small and it is not uncommon for one to wear
many hats. Our newest team member will be no exception.

good job. Our qualifications and requirements include:

• Proven history of bringing in AUM
• Attention to detail (without fail)
• Certified Financial Planner (CFP) designation preferred, but not

required for the right candidate

• Enjoys content creation, whether through writing or video, but not

required for the right candidate

• Proficient in Microsoft Office (Word and Excel)
• Substantial knowledge of personal finance issues
• Excellent at financial planning, Social Security analysis, and tax

projection software

• Professional, personable, discreet, efficient, and self-motivated
• Strong interpersonal skills and enjoys teamwork
• Experience presenting to clients in a competent, confident,

persuasive, and empathetic manner. Able to formulate
knowledgeable answers to difficult questions on the spot

• Strong organizational skills, multitasking, accuracy, service-minded,

and meticulous adherence to doing the right thing

• Comfortable with thinking and performing outside of the box
• Strong written and verbal communications skills
• Portfolio management is not required, but know-how knowledge is