Senior Financial Advisor

Serve as the lead advisor for assigned clients, owning the planning relationship and driving comprehensive strategy across key financial areas.

Responsibilities

• Act as lead advisor and primary relationship manager for assigned clients
• Own the end-to-end financial planning process and develop/implement strategies covering:
  • Retirement
  • Tax
  • Estate
  • Investment
  • Insurance
  • Charitable planning
  • Education planning
• Run client meetings and communicate complex planning concepts clearly
• Guide clients through recommendations and support implementation
• Spot and address ongoing planning opportunities across retirement, tax, estate, insurance, education, charitable, and investment planning
• Coordinate with attorneys, tax preparers, insurance professionals, and other advisors to support client plan execution
• Support firm growth through business development, process improvement, and participation in strategic initiatives
• Mentor Advisors and Associate Advisors through coaching, collaboration, and knowledge sharing

Requirements

• Certified Financial Planner (CFP®) designation
• CPA is a plus
• Bachelor’s degree from an accredited college or university
• 7+ years of experience in comprehensive financial planning within a wealth management or RIA environment
• Strong technical knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning
• Ability to work a hybrid schedule (remote and onsite in Solana Beach, CA)

Benefits

• Compensation commensurate with skills and experience
• Bonus
• 15 days of paid vacation to start, plus sick time
• Paid holidays
• 401(k) plan
• Health insurance benefits
• Continuing education and conference reimbursement
• Dues and membership fees for approved professional organizations
• Exempt position
• Dental insurance
• Vision insurance
• Paid time off
• Paid training
• Professional development assistance
• 401(k)
• Health insurance

Work Style

• Client-focused, collaborative professional with strong relationship-building skills
• Excellent communication skills, with ability to simplify complex financial concepts
• Highly organized, analytical, and detail oriented
• Able to work effectively with colleagues, clients, and external professional partners

Who Should Apply

• Candidates with direct relevant experience in comprehensive financial planning within a wealth management or RIA environment
• Thoughtful, detail-oriented, collaborative, service-oriented professionals focused on delivering high-quality financial planning advice
• Please submit your resume and cover letter
• No phone calls please