Experienced Wealth Advisor

Location
San Diego, California
Salary
Salary + Bonus/Incentive
Posted
Jul 02, 2020
Closes
Aug 31, 2020
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced

WEALTH QUEST PARTNERS, INC., an independent, fee-only RIA, is seeking an experienced Wealth Advisor/Financial Advisor.  The ideal candidate will have a proven track record of business development and strong client relationships.  As a member of the WQP team, you will work closely with support staff and other advisors to deliver exceptional client service.

RESPONSIBILITIES

  • Business Development (New Clients and Centers of Influence)
  • Conduct and follow up client meetings
  • Participate in monthly Investment Committee meetings
  • Assist with marketing activities

QUALIFICATIONS

  • High ethical standards
  • Team Player
  • Excellent communication, presentation, and interpersonal skills
  • Proficient in MS Office; experience with Tamarac a plus
  • 3+ Years providing advisory services in a client facing role and developing new client relationships
  • Bachelor's degree required; Finance, Economics, or Accounting preferred
  • Local presence with roots in the San Diego community preferred

BENEFITS

  • 100% Company paid health insurance premiums
  • 401(k) Company contribution
  • FPA and/or NAPFA membership dues
  • CFPR License renewal fee
  • Selected company paid educational events
  • POTENTIAL PARTNERSHIP OPPORTUNITY