Lead Financial Advisor

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.The main responsibility of this position is to lead client relationships.Full details, requirements, and how to apply: 👉 onedegreeadvisors.com/careersEssential Functions:Wealth AdvisingConduct client meetings, including ongoing strategy meetings and new client onboardingOversee Financial Plan development, updates and presentationConduct Investment Advisory discussions with clientsHold client discussions focused on personal and family objectives and visionServe as primary advisory contact for client correspondence.Coordinate research, meeting preps & follow-up, and plan development with Advisory teamLead planning projects for clients relating to tax, estate, insurance, and employee benefitsContribute to the development of associate advisorsStay updated and educated on relevant technology resourcesInvestment portfolio constructionBasic investment tradingFirm ResponsibilitiesMarketingCommunity DevelopmentNetworkingContributing to educational contentNew Business DevelopmentPractice ManagementAdhere to operational processes/proceduresDocument notes and tasks within operational procedureCross train staff as neededClient servicing and communication (where advisor is required)Support and adhere to compliance practicesAssist with firm projectsWork toward firm goals and metricsStrive to practice One Degree’s Core Values: Fun, Respect, Alpha, Balance, GiveQualifications:Education/CertificationsBachelor’s degree Certified Financial Planner™ (CFP®) designation (CFA® or CPA also considered)Certified Kingdom Advisor designation (attained or willing to attain)Kingdom Advisors study group participationFuture professional development, including continuing education and/or designationsExperience5+ years as Financial Planner/Investment Advisor or relevant experienceKnowledge, Skills, and AbilitiesAbility to handle confidential and sensitive informationAbility to work in a team environment with a client-centric focusStrong organizational and project management skills with ability to multi-taskAbility to establish appropriate timelines and manage multiple deadlinesWell-developed professional, interpersonal and communication skillsAble to work with minimal supervisionKnowledge and proficiency of PC applications, including MS OfficeSpecific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, HolistiplanCompensation: $120,000 – $170,000+ (salary + bonus, depending on experience and expertise)Benefits: 401(k) with match, health insurance, PTO (onedegreeadvisors.com/careers for more)This is primarily an in-office role based in San Diego, CA. Limited hybrid flexibility may be considered for the right candidate.Full details, requirements, and how to apply to Current Opening: 👉 onedegreeadvisors.com/careers