Wealth Management Advisor

Company Description

WestPac Wealth Partners is a privately-held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients.

Role Description

This is a full-time on-site role for a Wealth Management Advisor at WestPac Wealth Partners in San Diego, CA. As a Wealth Management Advisor, you will be responsible for providing financial planning, retirement planning, investment advice, and wealth management services to our clients. You will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve those goals.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Investments and Finance
• Knowledge of Wealth Management Services
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to build and maintain client relationships
• Certifications such as CFP, CFA, or CPA are a plus
• Bachelor's degree in Finance, Economics, or a related field