Vice President, Wealth Planner - San Diego (Rancho Bernardo)

As a Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations. Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs. Through a high-touch planning experience, you build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning.

Responsibilities

Serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity; Help clients grow, manage, and protect their assets; Partner with clients to develop personalized, comprehensive financial roadmaps; Deliver integrated wealth planning and investment strategies aligned with client goals; Implement solutions supporting key life events, wealth transfer decisions, and multigenerational planning needs; Build client dedication, increase share of wallet, generate referrals; Collaborate with peers to strengthen a culture of planning

Requirements

Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire; 5+ years industry experience in financial services or a related field; 3-5 years of financial planning experience; Strong understanding of behavioral economics and family dynamics; Outstanding relationship-building skills with collaborative attitude; Proven track record of client satisfaction (high Net Promoter Score); Deep understanding of investment theory, markets, and products; Success in fast paced environment; Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning

Nice to have

Bachelor’s Degree; CFP; 10+ years industry experience in financial services or a related field; 5+ years of financial planning experience

Benefits

comprehensive health care coverage; emotional well-being support; market-leading retirement; generous paid time off; parental leave; charitable giving employee match program; educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career; robust training and onboarding opportunities