High Net-Worth Wealth Advisor (San Diego)
talent focus executive search consultingChula Vista, CA
High Net-Worth Wealth Advisor (San Diego)
talent focus executive search consultingChula Vista, CA
2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
🔹 Now Hiring: Wealth Advisor – High Net-Worth Clients📍 San Diego | 💼 Base Salary + Commission📈 Ongoing Expansion | Global Wealth Management Advisor Talent 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. This 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.
What You’ll Do:
✔ Serve as a trusted financial partner to high-net-worth clients✔ Deliver tailored wealth, investment, and estate planning advice✔ Leverage institutional-grade research, tools, and support✔ Build enduring relationships that span generations What We’re Looking For🔹 5–10 years' success advising high-net-worth clients🔹 An established book of business or network of HNWI prospects🔹 Deep knowledge of capital markets & planning strategies🔹 High EQ, integrity, and ambition to grow with a top-tier firm Why Join?🌍 Global prestige and platform🔧 Best-in-class tools and investment access📚 Ongoing training and career support🌆 Located in San Diego (at least 4 days a week in the office).If you're a driven, relationship-focused wealth professional ready to take your career to the next level, we want to hear from you.📩 Apply confidentially today or reach out to Talent Focus for more information.
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JOB OVERVIEW
Experience level
Senior
Location
Chula Vista, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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