RK Partners · 21 hours ago
Wealth Advisor-San Diego
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$125K/yr - $125K/yr
5+ years expRK Partners is seeking an experienced and client-focused Wealth Advisor to provide comprehensive financial planning and investment management services at their RIA firm in San Diego, CA. This role focuses on addressing the complex needs of high-net-worth individuals, entrepreneurs, and professional athletes by delivering tailored strategies to help clients grow, preserve, and transfer wealth across generations.
Consulting
Responsibilities
Create personalized financial plans by understanding each client’s values, goals, and complex financial situation
Design and implement diversified, tax-efficient investment strategies focused on long-term wealth accumulation and preservation
Develop strategies to generate reliable, tax-efficient retirement income, including tools like Roth IRA conversions
Collaborate with tax professionals to implement strategies such as tax loss harvesting to minimize long-term liabilities
Assist clients in structuring the transfer of wealth and assets to future generations in a smooth and tax-conscious manner
Guide business owners through transition strategies to ensure continuity of ownership and operations
Address unique financial challenges such as sudden wealth events or non-traditional income structures
Qualification
Required
5+ years of experience in wealth management or financial advisory roles
Series 65 or 66 required
Deep understanding of the financial needs of high-net-worth clients
Strong interpersonal skills and a client-first mindset
Ability to navigate complex financial situations with discretion and clarity
Preferred
CFP®, CFA®, or other relevant certifications strongly preferred
Company
RK Partners
RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase