High Net-Worth Wealth Advisor

hace 14 horas


Lima Metropolitana, Perú Talent Focus Executive Search and Consulting A tiempo completo

Get AI-powered advice on this job and more exclusive features. Talent Focus Executive Search and Consulting provided pay range This range is provided by Talent Focus Executive Search and Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $125,000.00/yr - $175,000.00/yr Direct message the job poster from Talent Focus Executive Search and Consulting Talent Focus is delighted to partner with a prestigious international wealth management institution in identifying exceptional Wealth Advisors for their thriving high net-worth Private Client practice in San Diego. As part of an ongoing growth initiative, this role offers a unique opportunity to join a globally respected organization, dedicated to empowering affluent clients through personalized, strategic wealth management. This is a salaried position with commission based on new fee generation. Your Role As a Wealth Advisor, you will act as a trusted confidant to high-net-worth individuals and families, guiding them through the complexities of wealth with integrity and insight. You will leverage cutting-edge financial planning tools, in-depth market research, and premier investment capabilities to help your clients preserve and grow their wealth — aligned with their personal values and long-term aspirations. Our client is deeply invested in your success, providing full training and support to achieve professional certifications and career advancement. What We’re Looking For We’re seeking outstanding individuals with: - Experience: 5–10 years of success in sales, business development, or relationship management within financial services / high net-worth individuals - Network: A cultivated or developing base of high net-worth clients or prospects, with the ability to foster new relationships - Skills: High emotional intelligence, strong consultative communication, and a solid grasp of capital markets and financial instruments - Character: Integrity, intellectual curiosity, a passion for helping others, and the perseverance to succeed in a performance-driven environment Why Join? - Prestigious Platform: Align with a leading global firm recognized for delivering best-in-class advisory services to high net-worth clients - Meaningful Impact: Help clients achieve financial clarity, confidence, and long-term security through personalized solutions - Career Growth: Access world-class resources, mentoring, and a robust pathway to career advancement - Vibrant Market: Operate in the dynamic and growing financial landscape of San Diego,serving a sophisticated and diverse client base If you're a motivated and relationship-driven professional ready to make a meaningful impact, we invite you to apply today and explore what’s possible with one of the world’s most admired wealth management institutions. Seniority level - Seniority level Mid-Senior level Employment type - Employment type Full-time Job function - Job function Finance, Business Development, and Sales - Industries Financial Services, Investment Management, and Capital Markets Referrals increase your chances of interviewing at Talent Focus Executive Search and Consulting by 2x Sign in to set job alerts for “Wealth Management Advisor” roles. Carlsbad, CA $155,000.00-$185,000.00 4 days ago San Diego, CA $36,200.00-$125,000.00 7 hours ago Wealth Advisor - California Bank & Trust Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Experienced Financial Advisor Representative Wealth Advisor - California Bank & Trust We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr



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