San Diego - Financial Advisor

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

With a HYBRID work schedule, comprehensive healthcare benefits, generous paid time off, and a strong commitment to professional growth, this role is more than just a job—it’s your gateway to a rewarding and impactful career.

What You’ll Do:

• Be the go-to contact for client communications, building lasting relationships.
• Assess client portfolios and deliver strategic, personalized recommendations.
• Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.
• Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies.

• 4+ years of experience with an RIA or similar organization, with a proven track record of engaging directly with high-net-worth clients.
• Certified Financial Planner (CFP) designation is a must.
• Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes.

Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.