Senior Wealth Advisor & Hybrid Client Strategy Lead

A leading financial services company based in San Diego seeks a Sr. Manager, Wealth Advisor. In this client-focused role, you'll provide personalized investment advice while mentoring junior team members. The ideal candidate will have a CFP® or CFA® designation and at least five years of advisory experience. The position requires active FINRA Series 7 and 66 licenses or the ability to obtain them. Enjoy benefits like a 401(k) match, tuition reimbursement, and a flexible work environment. #J-18808-Ljbffr