Financial Planner, Private Wealth

$180k-$215k (Base Salary + Annual Bonus + Equity Eligibility) Shift Your Career from Volume to Value Are you an experienced Financial Consultant or Financial Advisor who enjoys comprehensive financial planning more than managing a high-volume book? This premier national wealth management firm is seeking an exceptional individual to join its thriving Rancho Bernardo Wealth Advisory team. This is an outstanding VP-leve l opportunity for an Advisor who wants to spend less time racing from client to client and more time delivering sophisticated, personalized advice to high-net-worth individuals and families, allowing you to build deeper relationships and deliver a true white-glove planning experience Why This Opportunity Stands Out Focus on Planning, Not Prospecti ng – Spend your time delivering comprehensive financial advice rather than constantly chasing new busines s High-Net-Worth Cliente le – Partner with clients with $1M+ in investable assets on complex financial planning needs Comprehensive Wealth Planni ng – Utilize industry-leading planning tools such as a s eMon ey o r MoneyGuideP ro to develop sophisticated retirement, tax, estate, investment, and protection strategies Outstanding Leadersh ip – Join a collaborative branch led by experienced coaches committed to advisor development and long-term success Modern Work Environme nt – Work from a newly renovated Rancho Bernardo office designed to foster collaboration and client engagement Exceptional Compensati on – Base salary + target annual bonus = $180k-$21 5k (DOE) + equity eligibility for qualified candidates What You'll Do As a trusted advisor, you'll help affluent clients simplify financial complexity while building lasting multigenerational relationships. You'll develop customized financial roadmaps, coordinate sophisticated planning strategies, and guide clients through major life events with confidence and expertise What We're Looking For Active Series 7 & 66 (or 63/65) licenses Life & Health license (active or ability to reinstate/obtain) Bachelor's degree highly preferred 5+ years of financial services experience 3+ years of comprehensive financial planning experience Experience serving high-net-worth clients Proficiency w ith eM oney or MoneyGuid ePro preferred Strong knowledge of retirement, investment, estate, tax, and insurance planning A consultative, relationship-first approach with a passion for helping clients achieve long-term financial success If you're looking to transition from a fast-paced production environment into a role where you can focus on meaningful planning, deeper client relationships, and delivering exceptional advice, #J-18808-Ljbffr AscendHire