What are the responsibilities and job description for the Associate Wealth Adviser position at IDA Wealth?
About IDA Wealth
Intelligence Driven Advisers (IDA Wealth) is a fast-growing, independent Registered Investment Adviser (RIA) headquartered in Carlsbad, CA. We provide comprehensive wealth management for high-net-worth families, business owners, and institutions — integrating investment, tax, estate, and retirement planning under one roof.
We are fiduciaries, not salespeople. Our culture is collaborative, curious, and growth-minded — focused on delivering true financial peace of mind to our clients.
About the Role
We’re seeking an Associate Wealth Adviser to join our Carlsbad Private Wealth team. This is a growth-track position designed for aspiring advisers or well rounded client service experts who want to learn from seasoned mentors, deepen their technical expertise, and build long-term client relationships in a fiduciary environment.
You’ll partner with an established Advisory team, our financial planning team, and our in-house tax specialists to deliver a world-class client experience. You’ll gain broad exposure to all aspects of wealth management.
What You’ll Do
- Collaborate with the team on all aspects of client relationship management, particularly complex client service related tasks and projects
- Support discovery, planning, and implementation of financial plans, investments, tax, and estate strategies
- Prepare meeting materials, cash-flow models, and follow-up action items
- Participate in client and prospect meetings
- Coordinate with internal teams to ensure seamless execution across departments
- Research and stay current on planning and investment topics relevant to client goals
- Contribute to a positive, learning-driven culture and uphold IDA’s fiduciary standards
What You Bring
- Bachelor’s degree in Finance, Economics, Business, or related field
- 1–4 years of experience in financial planning or advisory (RIA experience strongly preferred)
- Strong grasp of financial-planning concepts, tax basics, and investment fundamentals
- Excellent communication skills and professional presence
- a Series 65 or 66
- Progress toward or completion of CFP®
- Growth mindset — eager to learn, contribute, and pursue better
Compensation & Benefits
- Competitive base salary performance-based bonus
- Health, dental, wellness, and 401(k)
- Flexible PTO and firm holidays
- Professional development & credentialing support
- Collaborative team events, community engagement, and opportunities to lead