Senior Wealth Advisor

Location
La Mesa, California
Posted
Jun 24, 2020
Closes
Aug 23, 2020
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, Reilly Financial Advisors, a fee-only, international Wealth Manager is looking for is looking for a CFP® professional to assume the role of Senior Wealth Advisor in our San Diego office.

The successful candidate must exhibit excellent written and verbal skills and will:

  Serve as the client facing advisor and be responsible for all ongoing communication

  Understand and communicate the firm’s investment philosophy and portfolio to prospects and clients

  Review and implement client financial plans with the support of a financial planner

  Conduct all ongoing review meetings with clients

  Coordinate tax planning and tax preparation with CPA professionals

The ideal candidate is a CERTIFIED FINANCIAL PLANNER™ certificant with 5 or more years of experience in an investment, financial planning, accounting, or other financial services organization, with strong client relationship experience.  The successful candidate must have:

 

This is a salary plus bonus position with benefits.

Reilly Financial Advisors is a Registered Investment Adviser with $1 billion under management. We work with over 1,000 client households across the United States and in over a dozen countries around the world.

 



 BA/BS degree

 Sophisticated communication, presentation, listening, and analytical skills 

 Strong knowledge of and the ability to present investment, personal finance, and tax planning concepts

 Familiarity with RIA custodians, Charles Schwab, TD Ameritrade and Tamarac technology suite is a plus.

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