High Net-Worth Wealth Advisor (San Diego)
Talent Focus Executive Search and Consulting
Job Description
Now Hiring: Wealth Advisor – High Net-Worth Clients
\nSan Diego | Base Salary + Commission
\nOngoing Expansion | Global Wealth Management Advisor
\n \nTalent Focus is proud to partner with a prestigious national wealth management firm to appoint a high-caliber Wealth Advisor to its growing High Net-Worth Private Client practice in San Diego.
\n \nThis is an exceptional opportunity for a business development focused advisor to work with one of the world’s most respected private client platforms, providing bespoke financial strategies to affluent individuals and families.
\n \nWhat You’ll Do
\n✔ Serve as a trusted financial partner to high-net-worth clients
\n✔ Deliver tailored wealth, investment, and estate planning advice
\n✔ Leverage institutional-grade research, tools, and support
\n✔ Build enduring relationships that span generations
\n \nWhat We’re Looking For
\n5–10 years' success advising high-net-worth clients
\nAn established book of business or network of HNWI prospects
\nDeep knowledge of capital markets & planning strategies
\nHigh EQ, integrity, and ambition to grow with a top-tier firm
\n \nWhy Join?
\nGlobal prestige and platform
\nBest-in-class tools and investment access
\nOngoing training and career support
\nLocated in San Diego (at least 4 days a week in the office).
\n \nIf you're a driven, relationship-focused wealth professional ready to take your career to the next level, we want to hear from you.
\n \nApply confidentially today or reach out to Talent Focus for more information.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the High Net-Worth Wealth Advisor (San Diego) in San Diego, CA vacancy
$90k - $120k
...AZ OR 11512 El Camino Real, San Diego, CA Classification: Full... ...matter expert to financial advisors and internal partners and... ...experience in advanced planning for high-net-worth and business owner clients... ...life insurance products, wealth accumulation strategies,...High net worthFull timeSimplicity Group Holdings
San Diego, CA29 days ago$185k - $215k
...growth of medium to large size high net worth client relationships. Builds... ...capable of handling complex wealth and relationship management issues... ...Chance Act as well as the San Francisco Fair Chance... ...to high volume of applicants.SummaryLocation: San Diego, CAType:High net worthWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per weekUS Bank
San Diego, CA15 hours ago$82.5k - $123.7k
...additional on-site presence as needed. The individual must reside in the San Diego area and be able to commute to our corporate offices.Key... ...propel innovation in genomics. We are proud to confirm a zero-net gap in pay, regardless of gender, ethnicity, or race. We also have...SuggestedFull timeWork at officeLocal areaMonday to Friday2 days per week3 days per weekIllumina
San Diego, CA1 day ago$82.5k - $123.7k
....Position Title: Senior Financial Analyst, R&D FinanceLocation: San Diego, CA (Hybrid)Reports To: Associate Director, Finance - R&DFLSA Status... ...propel innovation in genomics. We are proud to confirm a zero-net gap in pay, regardless of gender, ethnicity, or race. We also...SuggestedFull timeWork at officeLocal areaMonday to FridayShift work2 days per week3 days per weekIllumina
San Diego, CA1 day ago$310k - $390k
...mid-level associate to join our growing corporate group in the San Diego office. The candidate must have a minimum of 4 years of experience... ...and external clients.Attend, support, and participate in high-level legal activities including court hearings, depositions, negotiations...SuggestedFull timeWork at officeImmediate startRelocationRelocation packageDLA Piper
San Diego, CA15 hours ago$108.01k - $183.61k
...expertise, agility, and commitment to design, build, and operate high-performance IT engines to support all aspects of our client’s... ...ServiceNow projects.Job Location- Must be able to work onsite in San Diego, CA five days a week.What you’ll be doing (Responsibilities/Day...Full timeContract workWork experience placementWork at officeICF
San Diego, CA4 days ago- ...Job Description Job Description Employee Benefits Producer - Insurance Brokerage - Base Salary to 125k/year - San Diego, CA ~ Our client, a well-established independent insurance brokerage and risk management firm, is seeking an experienced Employee Benefits Producer...Local areaRemote work
AllSearch Professional Staffing
San Diego, CAa month ago - ...travel requirements for the Staff Resource Pool department. This position will be supporting the Central San Diego region. Minimum Qualifications High school diploma or equivalent. One year of banking experience to include: knowledge of loan and account interviewing...Full timeWork experience placementMonday to FridayNight shift
San Diego County Credit Union
San Diego, CA14 days ago $56k - $75k
...Description Position Title: Advisor Services Associate -... ...: Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN;... ...Management (AUM), ensuring a high-touch, "white-glove"... ...communicating with high-net-worth advisors during the stressful...High net worthFull timeWork at office$100k
...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...This job is responsible for working with high-net worth clients with annual revenues of $100k-$...High net worthInterim roleWork at officeLocal areaShift workDay shift$175k - $200k
...Why Work at Mercer Advisors? For more than 40 years... ...Planning team is part of our Wealth Solutions group, which... ...strategies for our high new worth clients. This role... ...the Orange County / San Diego areas. Essential... ...book of ultra-high-net-worth clients Review...High net worthTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours- ...Experienced Financial Advisor Location: San Diego, CA | Company: Sagient Financial Build the Practice... ...practice acquisitions Maintain high standards of client service,... ...An established financial advisor, wealth advisor, or financial-planning professional...Full time
$185k - $215k
...retention and growth of medium to large size high net worth client relationships. Builds a team of... ...expert capable of handling complex wealth and relationship management issues, providing... ...Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank...High net worthFull timeWork experience placementLocal area3 days per weekUS Bank
San Diego, CA15 hours ago$20 - $25 per hour
...Location: San Diego, CA (Onsite, Monday-Friday, 8:00 AM-5:00 PM)... ...You will serve as a trusted advisor, helping clients meet their financial... .... Experience handling high volumes of customer interactions... ...working with affluent, high-net-worth, lending, deposit, or...High net worthFull timeLocal areaRelocationMonday to FridayFlexible hoursAxos Bank
San Diego, CA4 days ago$27.22 - $33.26 per hour
...your offer or termination of employment. Basic Qualifications - High school diploma or equivalent - Typically has a minimum four to... ...Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and...Temporary workLocal area$260k - $365k
...plus, but not required. Locations Miami, FL | Los Angeles, CA | Atlanta, GA | Washington, D.C. | Dallas, TX | Chicago, IL | San Diego, CA | San Francisco, CA | New York, NY | Phoenix, AZ Onsite | Full-Time Compensation $260,000–$365,000 annually , depending...Full time- ...Job Description About Beacon Pointe Advisors \n Beacon Pointe is one of the nation... ...to a range of clients, including high-net-worth individuals, families, and institutions... ...Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals...High net worth
Beacon Pointe
San Diego, CA6 days ago $80k - $85k
...opportunities and alignment of prospects and programs for San Diego County. The position will serve as an advisor to Corps Officers, and Program Directors and staff... ...and Grants Manager is a detail-oriented, highly motivated professional with keen analytical abilities...Contract workThe Salvation Army Southern CA Division
San Diego, CAa month ago$105k
...Planner will support the firm’s Wealth Advisors in delivering exceptional... ...-oriented, analytical, and highly capable of managing multiple... ...Financial Planner \n Location: San Diego, CA \n Firm: Cascade... ...working with high net worth clients. \n \n Additional...High net worthFull timeCascade Financial Partners, LLC
San Diego, CA5 days ago$23.19 - $28.35 per hour
...your offer or termination of employment. Basic Qualifications - High school diploma or equivalent - Typically has a minimum three to... ...Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and...Temporary workLocal area$58k - $72.5k
...Mortgage Corp is looking for a Credit Analyst to work out of our San Diego CA Office. This job is 100% on site . LendSure Mortgage... ...LendSure Mortgage Corp., we have created an environment where high-energy professionals can learn, excel, grow, and feel great about...Work at office$100k - $110k
...Hospitality Finance Primary hiring location: San Diego Secondary hiring locations: Atlanta/... ...and will see how your work impacts our high-performance culture. As a full-time... ...deterioration with the goal of maximizing the bank’s net income while minimizing credit costs....Permanent employmentFull timeWork experience placementCasual workWork at officeLocal areaRemote work$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you... ...Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
San Diego, CA15 hours ago- Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! ...Remote work
Caliver Beach Mortgage, LLC
San Diego, CA15 hours ago $25 - $26.77 per hour
...calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client....Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$72k - $77k
...Overview Bernstein Private Wealth Management is a premier... ...investment management firm advising high-net-worth and ultra-high-net-worth... ...with Financial Advisors, help propel the growth of our... ...incentive compensation, and other incentives. San Diego, CaliforniaHigh net worthFlexible hoursAllianceBernstein Holding L.P.
San Diego, CA15 hours ago- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance...High net worthTemporary workWork at officeImmediate startFlexible hours
EP Wealth Advisors
San Diego, CA1 day ago $118.17k - $141.32k
...Description General Information Job Code: CIT-DV-04T Location: San Diego, CA Employee Type: Exempt, Full Time Regular Telework:... ...methods, and ensuring quality and compliance. If you are a highly motivated individual with a passion for data and a drive to...Full timeContract workWork at officeRemote workFlexible hours- DescriptionThe Electrical Engineer will work on project teams to create world class designs for new projects, alterations and redevelopments on a variety of projects including airports, commercial, government, and military facilities. The Electrical Engineer will work with...Contract workWork at office
Burns & McDonnell
San Diego, CA15 hours ago - ...one of the larger independent CPA firms in North San Diego County and continues to grow due to our commitment to high touch client service. Our practice focuses on... ...to business owners and their companies and high net-worth individuals in traditional accounting, auditing...High net worthWork at office
Magnus Blue
San Diego, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High Net-Worth Wealth Advisor (San Diego). Be the first to apply!
Related searches
- estate planning consultant San Diego, CA
- associate leveraged finance San Diego, CA
- project finance associate San Diego, CA
- financial planner cfp San Diego, CA
- private wealth advisor San Diego, CA
- financial consultant San Diego, CA
- financial advisor training program San Diego, CA
- finance associate San Diego, CA
- financial associate San Diego, CA
- financial advisor development program San Diego, CA