Wealth Advisor-San Diego

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