About the job

About IDA Wealth

Intelligence Driven Advisers (IDA Wealth) is a fast-growing, independent Registered Investment Adviser (RIA) headquartered in Carlsbad, CA. We provide comprehensive wealth management for high-net-worth families, business owners, and institutions — integrating investment, tax, estate, and retirement planning under one roof.

We are fiduciaries, not salespeople. Our culture is collaborative, curious, and growth-minded — focused on delivering true financial peace of mind to our clients.

About the Role

We’re seeking an Associate Wealth Adviser to join our Carlsbad Private Wealth team. This is a growth-track position designed for aspiring advisers or well rounded client service experts who want to learn from seasoned mentors, deepen their technical expertise, and build long-term client relationships in a fiduciary environment.

You’ll partner with an established Advisory team, our financial planning team, and our in-house tax specialists to deliver a world-class client experience. You’ll gain broad exposure to all aspects of wealth management.

What You’ll Do

Collaborate with the team on all aspects of client relationship management, particularly complex client service related tasks and projects
Support discovery, planning, and implementation of financial plans, investments, tax, and estate strategies
Prepare meeting materials, cash-flow models, and follow-up action items
Participate in client and prospect meetings
Coordinate with internal teams to ensure seamless execution across departments
Research and stay current on planning and investment topics relevant to client goals
Contribute to a positive, learning-driven culture and uphold IDA’s fiduciary standards

What You Bring

Bachelor’s degree in Finance, Economics, Business, or related field
1–4 years of experience in financial planning or advisory (RIA experience strongly preferred)
Strong grasp of financial-planning concepts, tax basics, and investment fundamentals
Excellent communication skills and professional presence
a Series 65 or 66
Progress toward or completion of CFP®
Growth mindset — eager to learn, contribute, and pursue better

Compensation & Benefits

Competitive base salary + performance-based bonus ($75k to $125k range for year 1, depends on experience)
Health, dental, wellness, and 401(k)
Flexible PTO and firm holidays
Professional development & credentialing support
Collaborative team events, community engagement, and opportunities to lead

IDA Wealth

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Associate Wealth Adviser