Our client is a rapidly growing, independent wealth management and financial planning practice in San Diego, CA that serves successful business owners, executives, and high net worth individuals. They take pride in delivering high-quality service and professional coordination for our clients in a warm, welcoming, and positive environment.

They are seeking a motivated and detail-oriented Wealth Manager to join our friendly and professional team and to grow with our firm. The Wealth Manager plays a critical role, partnering with the Financial Advisor team to provide excellent service to each client and ensure that their financial, estate, and tax plans are implemented properly through coordination with a variety of financial and legal professionals. This position requires a self-motivated individual with critical-thinking skills, the ability to work under firm deadlines, collaborate and work in a team-driven environment, and demonstrate excellent customer service skills.

The ideal candidate will have previous experience providing service to clients and advisors in a wealth management or financial services firm. We would like the candidate to possess the following:

Attributes and Qualities

• Exceptional interpersonal skills with an energetic and upbeat attitude

• Excellent attention to detail and accuracy

• Strong language skills, both verbal and written

• Independently motivated and persistent

• Passionate about client service and taking as much of the workload from the advisor as possible

• Deep critical thinking and problem-solving abilities

• Flexible in a changing environment with effective prioritization and time management skills

• Takes ownership and accountability with a strong work ethic

• Desire to learn new skills and grow

• Honest and Trustworthy.

The Wealth Manager may be assigned a variety of tasks and special projects as needed, including but not limited to the following:

Essential Duties and Responsibilities

• Prepare client appointment agendas and propose action items for the current advisors review for the portfolio performance, financial plan update, and tax planning review meetings each year.

• Attend client appointments, write up and assign to do items, and follow through on assignments to completion.

• Send a summary of each appointment to the client listing the ations to be taken by our team and by the client at the end of each appointment.

• Prepare financial plans from start to finish for new clients.

• Keep the information in our technology systems up to date (Emoney, Orion, etc.).

• Answer phone calls and emails and route to appropriate team members as needed.

• Serve as the primary POC for assigned clients.

• Understand clients goals, values and priorities.

• Maintain relationships with clients through regular meetings and communication.

• Conduct plan review for assigned clients.

Skills Required

• Computer and systems competency with skills including:

• Researching and communicating using web applications

• Proficiency with Microsoft Office Suite, CRM, etc.

• Knowledge or willingness to learn industry standard applications such as XLR8/Salesforce, Laser App, DocuSign, Schwab, Emoney, Orion etc.

• Ability to work both independently and collaboratively as needed.

• Ability to provide outstanding service and relate well to people of all backgrounds.

• Ability to manage multiple concurrent responsibilities, prioritize tasks, meet deadlines and be accurate.

Qualifications:

• College graduate

• 3-7 years+ of experience in wealth management, financial services or related experience.

• Prior experience in a Registered Investment Advisor firm is a plus.

• CFP®, or CPA and PFS, designations are preferred.

• Current Series 65 licensing is a plus

Salary range of $130K-$200K (commensurate with experience) with comprehensive benefits, including health, dental, vision, 401(k) and discretionary profit-sharing plans. Salary depends on experience and qualifications/certifications.

All final candidates must pass a background/credit check and provide proof of eligibility to work in the United States. The Securities and Exchange Commission (SEC) requires a fingerprint card to be filed in the event you are offered and accept employment. This position requires adherence to an extremely strict confidentiality policy.