Wealth Connect Advisor - San Diego, CA
Core
Provide personalized financial education and investment advice to Emerging Affluent clients via virtual meetings, phone, and digital tools, developing tailored recommendations including brokerage, advisory, and insurance solutions.
Role type
Wealth Connect Advisor (Financial Advisor)
Builds
Brokerage, advisory, and insurance solutions for Emerging Affluent clients
Domain
Financial Services / Wealth Management
Required skills
FINRA Series 7, 66 (or 63 and 65), state insurance licenses, financial planning, client relationship management, regulatory compliance
Preferred skills
Residential mortgage banking, credit analysis, sales and marketing, bilingual
Technologies
Microsoft Office, financial planning applications
Responsibilities
Conduct client assessments (goals, risk tolerance, tax, time horizon), develop tailored financial recommendations, onboard new clients, maintain client relationships, conduct ongoing reviews, manage appointments, communicate via phone and digital tools
Seniority
Entry-level to Mid-level, individual contributor