At Stratos Private Wealth, we combine financial planning, life coaching, and investment management to deliver a highly personal approach to wealth management. As trusted financial guides, we build meaningful client relationships and provide exceptional, fiduciary service to help our clients achieve their goals.

We are growing and looking for an experienced, motivated Wealth Advisor to join our San Diego team. You will provide comprehensive financial planning and investment management solutions, and drive growth by converting prospects into long-term client relationships. This role is ideal for someone who thrives in a fast-paced environment, enjoys client interaction, and has a passion for business development.

WHAT YOU WILL DO AS A WEALTH ADVISOR

Deliver tailored financial planning advice across a wide range of areas, including retirement, tax, estate, charitable giving, insurance, education, and business planning.
Lead client meetings with confidence and clarity, ensuring each engagement is meaningful, solution-oriented, and well-prepared.
Monitor clients' financial portfolios and make recommendations based on market conditions and performance.
Convert leads into long-term clients through a structured prospect process and referral network.
Collaborate with client service, trading, and analysts, and adopt SPW processes and procedures to ensure a consistent and exceptional client experience.
Mentor and develop associate advisors, providing real-time feedback and coaching.
Maintain compliance with all industry regulations and stay current on financial planning and investment trends.

REQUIRED QUALIFICATIONS & CHARACTERISTICS

Bachelor’s Degree in finance or business.
Series 65 license and/or CFP® designation or progress toward completion is strongly preferred (firm support available).
2-3 years of experience as a financial advisor, including leading meetings and managing relationships required.
Demonstrated success in business development and converting prospects into client relationships.
Strong financial planning skills (eMoney experience is a plus).
Exceptional interpersonal and communication skills.
Detail-oriented, highly organized, and able to thrive in a high-energy environment.
A humble, collaborative, and growth-minded team player.
Advisors with a small book of business and the capacity to grow are encouraged to apply.

WHY CHOOSE STRATOS PRIVATE WEALTH?

Competitive Compensation & Benefits - We offer a top-tier compensation and benefits package, including:

Base Salary: $120,000–$180,000 base salary + 15% revenue sharing
Bonuses: Performance-based bonus + Net New Money bonus
Insurance: 100% employer-paid medical insurance (90% for premium plans), optional dental and vision coverage
Retirement: 6% 401(k) match
Time Off: 10 paid holidays, 13 vacation days (18 days after two years), 6 sick days, Summer Fridays (short day), remote work every Friday + 26 flex remote days
Professional Development: 100% education reimbursement for approved programs

Positive Culture and Work Environment - We foster a culture of collaboration, equipping our team with the tools and resources they need to succeed, while ensuring every voice is heard and valued. Our team benefits from:

Modern Workspaces: A state-of-the-art office with triple monitors, standing desks, and complimentary drinks and snacks.
Employee Engagement Initiatives: We conduct bi-annual engagement surveys, bi-weekly team meetings, weekly 1-on-1 meetings with managers, and regular team events to foster collaboration and ensure every voice is heard.
Innovation Rewards: We offer a “Better Way” bonus for improving processes and procedures.

Growth Opportunities: We provide every team member with a clear road map for growth and development.

Career Development: Every team member receives a written career path, performance development plan and two performance reviews every year.
Ongoing Training & Education: We provide in-house training throughout the year and our continuing education program encourages team members to expand their industry knowledge through education reimbursement.

Ready to join a team that values your contributions and invests in your growth? Apply today and become part of Stratos Private Wealth!

Stratos Private Wealth jobs

Wealth Advisor