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Associate Advisor

Del Mar, CA

Order: 65061

Awesome boutique wealth management firm with AN OCEAN VIEW is in immediate need of a Financial Advisor with their CFP, or someone in process of obtaining. This is a direct hire opportunity and we are looking to move quickly for a strong candidate. We pride ourselves on our competitive compensation plans, our bonus structures, tenure incentives, fully covered benefits, profit sharing plan, team building activities, hosted lunches, etc. We are a team oriented firm and we are looking for someone who is motivated by group success and who is driven to grow with an established and passionate firm.


The Associate Advisor will be one of a team of 4-5 Associates, that support 5 Senior Advisors. In the Associate Advisor role, you will primarily be responsible for retention of existing client relationships. The Associate Advisor must have a thorough knowledge of the financial services industry/business and be committed to being part of a team that delivers a comprehensive client solution. This individual must have strong relationship management skills. They must be reliable, organized and deadline driven. A qualified applicant must have their CFP (or be in process of completion), be dedicated, goal-oriented, and able to work well in a team environment. In this role you will be client facing, so confidence, professionalism and ability to articulate business concepts is a huge asset.




CFP, or in process of completion

Bachelor's degree

4+ years of financial planning experience

Strong communication and relationship development skills

Excellent written communication abilities and systems knowledge