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Lead Financial Advisor

Lead Financial Advisor

StaffmarkCarlsbad, CA, US
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Lead the Way in Wealth Management : Lead Financial Advisor Role in Carlsbad, CA

Are you a seasoned financial professional who thrives on cultivating deep client relationships and mentoring future financial leaders? Do you bring not only technical expertise but also empathy, clarity, and a vision for what truly makes wealth meaningful? If so, this opportunity in Carlsbad, CA might be your next great move. A fast-growing financial planning and investment management firm—known for its client-centric philosophy, integrity-driven culture, and passion for building peace around money—is seeking a Lead Financial Advisor to join its elite team. This direct-hire position is an ideal match for a professional who is as dedicated to team leadership and strategy as they are to financial planning excellence.

Hours & Pay

Salary Range : $150,000 – $250,000, based on experience

Schedule : Monday – Friday, 8 : 00 AM – 5 : 00 PM

Employment Type : Direct Hire

What You’ll Do

Client Advisory & Retention (80%)

  • Lead and manage a portfolio of 100–120 client relationships with high attention to service and outcomes
  • Design and implement strategic financial plans tailored to client goals, investment strategies, and risk tolerance
  • Provide unbiased advice on investments, tax strategies, and estate planning
  • Conduct discovery meetings, portfolio reviews, and ongoing planning sessions
  • Oversee all aspects of client service in partnership with support staff

Team Leadership & Mentorship (10%)

  • Coach and mentor associate advisors and support staff
  • Share best practices and promote continuous learning
  • Serve as a strategic contributor to firm-wide initiatives

    • Growth & Business Development (10%)

  • Identify opportunities to deepen client relationships and expand services
  • Proactively pursue client referrals and new business opportunities

    • Why You’ll Love Working Here

    This isn’t just another advisory role— it’s a chance to influence the strategic direction of a firm that believes deeply in client trust, lifelong learning, and work-life balance. You’ll join a collaborative and mission-driven team where your voice matters, your growth is prioritized , and your relationships with clients are built on genuine care. You'll also enjoy employer-paid medical insurance, a 401(k) with company match and profit sharing, and generous PTO starting at 20 days—plus an additional day every year for your first five years.

    What You Bring to the Table

  • Bachelor’s degree in finance, accounting, business, economics, or a related field
  • 8–12 years of experience as a Financial Advisor, with 5+ years as a Lead Advisor
  • CFP designation required; advanced certifications (CFA, CPA, MBA, JD) a plus
  • Expert-level knowledge of holistic financial planning, especially for high-net-worth individuals
  • Strong emotional intelligence, active listening, and communication skills
  • High integrity, empathy, and ability to build trust quickly
  • Comfortable using tools such as Redtail, eMoney, Orion, Holistiplan, and Charles Schwab

    • Join a Firm That Feels Different

    If you’re ready to lead with impact, inspire with purpose, and grow with intention in a firm that lives its mission, then this role is tailor-made for you. Click

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    Financial Advisor • Carlsbad, CA, US