Wealth Management Advisor
International Search Consultants
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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
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Inferred from the description for this job
401(k)
Vision insurance
Medical insurance
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