Wealth Navigation Advisors · 1 day ago
Financial Advisor
San Diego, CA
Full-time
Hybrid
Senior Level
5+ years expWealth Navigation Advisors is seeking a motivated and client-focused Financial Advisor to join their dynamic team. The successful candidate will serve as a trusted advisor to clients, delivering comprehensive financial planning and investment management services, while collaborating with other advisors and contributing to firm-wide strategies.
Financial Services
Hiring Manager
Joshua Tobin
Responsibilities
Develop and present personalized financial plans and investment strategies tailored to each client’s unique goals and needs
Conduct comprehensive financial analysis and prepare reports evaluating income, expenses, investments, and liabilities
Lead and contribute to client meetings by gathering relevant information, presenting recommendations, and advising on next steps
Evaluate investment opportunities and analyze market trends, to recommend suitable financial products
Maintain accurate and confidential client records in accordance with firm policies and regulatory standards
Design and implement actionable strategies that help clients toward achieving their financial goals
Serve as a trusted advisor, providing ongoing support and building long-term relationships
Collaborate with senior advisors on marketing strategies and client engagement efforts to drive business growth
Stay current on industry regulations, emerging trends, and evolving best practices to deliver an unparalleled client experience
Qualification
Required
Bachelor's degree in finance, Economics, Business Administration, or a related field
Must hold an active Series 7 and Series 66
5-10 years of professional experience in financial planning, investment management, or a related field
Proven analytical and problem-solving skills
Excellent communication and interpersonal skills
Proficiency in financial planning software and Microsoft Office Suite
High level of integrity, professionalism, and attention to detail
Ability to work independently while thriving in a team environment
Preferred
CFP and CA insurance licenses are preferred, or a strong willingness to obtain them
Benefits
Comprehensive benefits package including Safe Harbor 401(k), Profit Sharing, Defined Benefit Pension, and more.
A robust suite of tools, turnkey solutions, and client acquisition programs designed to accelerate your growth and success.
Dedicated administrative support to keep your focus on client relationships
Pathway to partnership with the potential for equity in the firm
Ongoing professional development and opportunities for career advancement.
Collaborative and supportive work environment.
Company
Wealth Navigation Advisors
Family Owned Financial Planning Firm Based out of San Diego, CA. Wealth Navigation Advisors services clients across the U.S.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase