Wealth Management Advisor
International Search Consultants
1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. ISC's Team of Recruiters has partnered with a growing RIA in Southern California seeking a Wealth Advisor to manage client relationships, provide financial planning expertise, and support business growth. This is an on-site role in San Diego, CA. Relocation candidates will not be considered. What You’ll Do Serve as the main point of contact for high-net-worth clients Lead client meetings and deliver tailored wealth strategies Partner with portfolio managers to align investments with client goals Mentor and guide Client Service Associates Manage account documentation, transactions, and custodial processes Support business development through networking and referrals What You Bring Bachelor’s degree and 5–10 years in wealth management or financial advisory Series 7 & 66 licenses required Strong communication and client relationship skills Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Finance Industries Financial Services and Investment Management Referrals increase your chances of interviewing at International Search Consultants by 2x Inferred from the description for this job 401(k) Vision insurance Medical insurance Get notified about new Wealth Management Advisor jobs in San Diego, CA . Solana Beach, CA $70,000.00-$115,000.00 4 weeks ago Carlsbad, CA $155,000.00-$185,000.00 4 days ago Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Solana Beach, CA $75,000.00-$100,000.00 3 weeks ago La Jolla, CA $120,000.00-$250,000.00 2 weeks ago Experienced Financial Advisor Representative Wealth Advisor - California Bank & Trust We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Vacancy posted 1 day ago
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