Christopher Weil & Company, Inc. · 15 hours ago
Associate Wealth Advisor
San Diego, CA
Full-time
Onsite
Mid Level
$70K/yr - $90K/yr
3+ years expChristopher Weil & Company, Inc. is an independent, employee-owned wealth management and financial advisory firm. They are seeking an Associate Wealth Advisor to act as a critical bridge between Lead Advisors and internal operations teams, ensuring high-touch execution of a client's holistic financial blueprint.
Commercial Real EstateFinanceFinancial ServicesReal EstateReal Estate InvestmentResidential
Responsibilities
Create comprehensive client meeting reports and agendas; gather all necessary data points to ensure the Lead Advisor is fully prepared before the client arrives
Attend meetings to capture family dynamics and capture action items. Draft high-level follow-up memos and lead all communication and coordination with clients to ensure 'to-dos' are completed
Act as the primary point of contact for execution-related needs, including calling clients for RMDs, coordinating money movements, and money transfers
Directly manage the Advisor’s task lists and email flow to ensure that deadlines are met and no client promise slips through the cracks
Analyze Wills, Trusts, tax returns, and insurance policies to identify opportunities or planning gaps
Qualification
Required
Bachelor's degree
3 years of experience in an RIA or Private Client Service environment
must be willing to obtain CFP®
must be willing to obtain Series 65
must be willing to obtain CA Life License
Intense Curiosity: You are genuinely interested in the 'why' behind taxes, estate planning, and market trends
Extreme Attention to Detail: You find satisfaction in an organized task list and error-free reports
Structural Integrity: You are naturally wired to scan for patterns, disconnects, and long-term consequences
Ownership & Adaptability: You own your mistakes, learn from them, and remain flexible when plans change in a fast-paced environment
Growth Mindset: You are looking to grow your skillset and actively seek every opportunity to learn
Benefits
Guaranteed 3% employer 401(k) contribution (regardless of your deferral)
Comprehensive health insurance
Eligibility for Success (Profit) Sharing
Equity Participation after three years of service
Company
Christopher Weil & Company, Inc.
Christopher Weil & Company, Inc.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Laura Sword
Chief Compliance Officer and CFO
Robert Gaan, CFP®
Chief Investor Relations Officer
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