Hybrid
San Diego, CA
Hot
Published - 11/11/2026
Senior Wealth Advisor (Hybrid - San Diego)
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Skills
- CFP
- CFA
- Series 7
- Financial Planners
- Financial Planning
- Financial Advisory
- Family Office
- High Net Worth Individuals
- Relationship Management
- Verbal Communication
- Business Development
- Interpersonal Skills
- Portfolio Management
- Financial Services
- Wealth Management
- Deadline Oriented
- Microsoft Office
- Risk Management
- Life Insurance
- Team Building
- Communication
- Leadership
- Management
- PowerPoint
- Organized
- Marketing
- Insurance
- Planning
- Business
- Balance
- Sales
- Excel
- Word
- CRM
- LLC
- Compensation
- Recruiting
- Individual
- Compliance
- Search
- RIA
- Tax
- High Net Worth Individuals
- Relationship Management
- Verbal Communication
- Business Development
- Interpersonal Skills
- Portfolio Management
- Financial Services
- Financial Planning
- Wealth Management
- Deadline Oriented
- Microsoft Office
- Risk Management
- Life Insurance
- Team Building
- Communication
- Leadership
- Management
- PowerPoint
- Organized
- Marketing
- Insurance
- Planning
- Business
- Benefits
- Balance
- Sales
- Excel
- Word
- Food
- CRM
- LLC
- LLC
- Financial Planning
- Family Office
- Compensation
- Recruiting
- Individual
- Compliance
- Management
- Planning
- Business
- Benefits
- Search
- RIA
- Tax
- CFP
- CFP
- CFA
- Series 7
- Financial Planners
- Financial Planning
- Financial Advisory
- Family Office
- High Net Worth Individuals
- Relationship Management
- Verbal Communication
- Business Development
- Interpersonal Skills
- Portfolio Management
- Financial Services
- Wealth Management
- Deadline Oriented
- Microsoft Office
- Risk Management
- Life Insurance
- Team Building
- Communication
- Leadership
- Management
- PowerPoint
- Organized
- Marketing
- Insurance
- Planning
- Business
- Balance
- Sales
- Excel
- Word
- CRM
- LLC
- Compensation
- Recruiting
- Individual
- Compliance
- Search
- RIA
- Tax
- High Net Worth Individuals
- Relationship Management
- Verbal Communication
- Business Development
- Interpersonal Skills
- Portfolio Management
- Financial Services
- Financial Planning
- Wealth Management
- Deadline Oriented
- Microsoft Office
- Risk Management
- Life Insurance
- Team Building
- Communication
- Leadership
- Management
- PowerPoint
- Organized
- Marketing
- Insurance
- Planning
- Business
- Benefits
- Balance
- Sales
- Excel
- Word
- Food
- CRM
- LLC
- LLC
- Financial Planning
- Family Office
- Compensation
- Recruiting
- Individual
- Compliance
- Management
- Planning
- Business
- Benefits
- Search
- RIA
- Tax
- CFP
Lead Wealth Advisor San DIego, California
Employment Type: Hybrid
Position Overview
A rapidly growing national wealth-management firm is seeking an experienced Lead Wealth Advisor to manage complex client relationships and expand its DallasFort Worth presence. The ideal candidate combines strong planning expertise with meaningful portable client relationships or recurring advisory revenue. Individual advisors, teams, and independent RIA owners may be considered.
Key Responsibilities
Qualifications
Why This Opportunity
This is a confidential search managed by Next Level Recruiting. Feel Free to reach out to Danielc@nlr.careers if appropriate.
Key Responsibilities
- Lead high-net-worth and ultra-high-net-worth client relationships.
- Deliver comprehensive financial planning and investment advice.
- Transition and retain portable client relationships on the firm's platform.
- Grow the practice through referrals, centers of influence, and new client development.
- Partner with planning, investment, tax, estate, family office services, compliance, and operations teams.
- Mentor developing advisors and support local market growth.
Required Qualifications
- Established Lead, Senior, Managing, or Partner-level Wealth Advisor.
- Demonstrated experience serving high-net-worth (HNW) or ultra-high-net-worth (UHNW) households.
- Meaningful portable assets under management (AUM), recurring advisory revenue, or transferable client relationships.
- Strong financial-planning, relationship-management, and business-development skills.
- CFP® preferred; clean regulatory history required.
- Ability to work within a collaborative national RIA platform.
- Established relationships and market credibility across Dallas–Fort Worth.
Compensation & Benefits
- Competitive compensation and bonus opportunity.
- Comprehensive benefits package.
- Multiples on revenue and Net New Asset bonuses during a guarantee period.