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1-800-316-6040

Senior Wealth Advisor 

MEO Staffing

LOCATIONS: San Diego, CA

Job Type: Full Time (Hybrid)

We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team.

The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical contributor to our Firm’s long-term growth initiatives.

Qualifications
  • A portable practice of high-net-worth clientele
  • A track record of cultivating new client relationships
  • Ability to create or nurture a referral network or referral sources
  • Client-driven mindset and a passion for finance and people
  • High investment and financial planning acumen
  • Ability to work independently or in a team for the purposes of achieving client goals and driving results
  • Strategic and creative thinker who excels in a fast-paced, entrepreneurial environment
  • Excellent written and verbal communication skills
  • Conducts business with high moral and ethical standards
  • Strong compliance record
  • Experience with CRM, project or task management applications, eMoney, and Black Diamond
  • Proficiency in the Microsoft Office suite (Word, Excel, Outlook)
Why is This a Great Opportunity
  • Client currently offers a hybrid work schedule, supports personal and professional growth, and embraces a culture of supporting each other and our clients.
  • We offer a competitive compensation package and a comprehensive benefits package.
  • As one of the nation’s leading registered investment advisor firms, we support your growth with a collaborative client-first culture and expertise across financial disciplines such as financial planning, investment management, business planning, tax & estate planning.
Specifically seeking a Wealth Advisor, not a Wealth Manager

To apply for this job email your details to drosa@myemploymentoptions.com

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Job Seeker Services

MEO Staffing presents itself ​to potential employers ​as a diversity ​staffing service. Companies retain our services because we ​specialize in ​working​ with people with disabilities and other challenges​. At MEO Staffing, we follow the guidelines of Americans with ​​Disabilities​ Act (ADA) and will not ​directly ​ask you what ​is ​your disability or challenge​.​ However, ​we will ask you what type of accommodations you anticipate needing in the workplace and encourage you to self-disclose to our staff. It allows the job placement specialist to understand your current challenges so that we can ​match you to a suitable job ​where your disability (or other challenge) will not interfere with your ability to work or perform the essential functions of the job.  

​Employers who source through MEO Staffing may be eligible for tax credits because you have challenges. If hired, we will assist them, when available with the WOTC tax credit paperwork.   MEO Staffing will not discuss ​details of ​your disability​ to the prospective employer; only what accommodations you might need.  ​For example, MEO Staffing may disc​lose to ​the employer ​that ​you need a wheelchair entrance​ and accessible bathroom or that you cannot climb stairs.  With many of our work from home jobs, workers can easily accommodate themselves; for example, standing and stretching every hour to prevent back pain is a type of accomodation that employers do not necessarily need to know about.  

We want to make sure that you understand that we are not able to force employers to accommodate an employee beyond the essential job functions of your position and that not every employment opportunity will be a good fit for you.  MEO Staffing will do our best to ensure that you have the skills and abilities for the job so both you and your employer will enjoy the success of the program. ​​We look forward to working with you and helping you find suitable employment.