High Net-Worth Wealth Advisor (San Diego)

Posted 2 days ago

talent focus executive search consultingChula Vista (CA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About 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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