Wealth Advisor-San Diego

Job Description

Job Description

Role : Wealth Advisor

Overview :

We are seeking an experienced and client-focused Wealth Advisor to provide comprehensive financial planning and investment management services at a RIA firm in San Diego, CA . This role focuses on addressing the complex needs of high-net-worth individuals, entrepreneurs, and professional athletes. The ideal candidate is a fiduciary-minded professional who can deliver tailored strategies to help clients grow, preserve, and transfer wealth across generations.

Key Responsibilities :

Financial Planning

Create personalized financial plans by understanding each client’s values, goals, and complex financial situation.

Investment Management

Design and implement diversified, tax-efficient investment strategies focused on long-term wealth accumulation and preservation.

Retirement Planning

Develop strategies to generate reliable, tax-efficient retirement income, including tools like Roth IRA conversions.

Tax Minimization

Collaborate with tax professionals to implement strategies such as tax loss harvesting to minimize long-term liabilities.

Estate Planning

Assist clients in structuring the transfer of wealth and assets to future generations in a smooth and tax-conscious manner.

Business Succession Planning

Guide business owners through transition strategies to ensure continuity of ownership and operations.

Specialized Client Services

Address unique financial challenges such as sudden wealth events or non-traditional income structures.

Our Approach : Fiduciary Standard

Operate under a fiduciary duty, always acting in the client’s best interests.

Holistic, Personalized Service

Offer a broad range of services—from investment planning to education—customized to each client’s needs.

Long-Term Orientation

Focus on sustainable, long-term financial strategies rather than short-term market timing or trends.

Collaborative Expertise

Work within an interdisciplinary team of specialists to provide well-rounded and integrated financial solutions.

Qualifications :

5+ years of experience in wealth management or financial advisory roles

CFP®, CFA®, or other relevant certifications strongly preferred

• Series 65 or 66 required

Deep understanding of the financial needs of high-net-worth clients

Strong interpersonal skills and a client-first mindset

Ability to navigate complex financial situations with discretion and clarity