Associate Wealth Manager

JOB DESCRIPTION

Title: Associate Wealth Manager
Location: San Diego, CA 
Rate: $80k – $105k/base + performance bonus 
Reporting to: Senior Wealth Manager 
 
Position Overview: 
The Associate Wealth Manager supports client relationships and the delivery of financial strategies across investments, tax, estate, and long-term planning.
This role is designed for someone early to mid-career who wants to develop into a lead advisor over time. The position provides exposure to high-net-worth client relationships and participation in financial planning and client communication. Associates begin by supporting client relationships and gradually take ownership of select client segments over time.
This is a long-term role for individuals who want to grow within a firm and build toward becoming a Wealth Manager.
Principal Duties and Responsibilities: 

• Support senior advisors in managing high-net-worth client relationships
• Take ownership of defined client relationships over time. 
• Assist in the development and implementation of wealth strategies across investments, tax, estate, and financial planning
• Participate in client meetings and lead portions of client communication related to recommendations, materials, and follow-up communication
• Analyze client financial situations, identify issues, and help develop actionable recommendations
• Work closely with internal team members and external advisors (CPAs, attorneys) to execute client strategies
• Maintain organization and follow-through across client deliverables and planning work
• Develop the technical and client-facing skills required to take on increased responsibility over time
• Work within the firm’s advisory model and team structure with a focus on execution and reliability

• 3+ years of experience in wealth management, financial planning, or a related field 
• Exposure to high-net-worth clients or financial planning work 
• CFP designation preferred 
• Strong understanding of financial planning concepts, investments, and client service 
• Ability to communicate clearly and professionally with clients and internal teams 
• Detail-oriented with strong follow-through and organization
• Alignment with Presidio’s values of Pursuit of Excellence, Problem Solving Ability, Positive Focus, KYSO (Knock Your Socks Off), and Accountability
• Ability to learn quickly, take direction, and operate with focus.