Market Leader – Wealth Management
Location: San Diego, CA (Preferred) or Phoenix, AZ
We seek a dynamic and results-driven Market Leader to oversee and grow our wealth management business in California and Arizona. This role is ideal for a seasoned financial professional with deep expertise in the California wealth market, a strong background in advisory services, and a proven track record in leadership and team development.
This is a full-time, in-office role (5 days per week) with potential for relocation assistance. The Market Leader will play a key role in shaping the future of our firm and could be positioned as a successor to a senior executive within the organization.
Key Responsibilities:
- Lead and manage a team of six financial advisors (three in Phoenix, three in California).
- Drive recruitment, development, and performance management of advisors.
- Act as a key driver of business growth, client retention, and market expansion.
- Serve as a hands-on leader, actively engaging in client calls, business development, and relationship management.
- Navigate and adapt to organizational change, ensuring stability and growth in evolving market conditions.
- Maintain full profit and loss (P&L) responsibility for the region.
- Foster a culture of coaching and continuous development within the team.
Ideal Candidate Profile:
- 12–15 years of experience in wealth management, with a blend of direct advisory and management experience.
- Deep understanding of the California wealth market and ability to drive business growth in the region.
- Strong leadership skills with a passion for talent development and coaching.
- A hands-on, execution-oriented leader who thrives in a fast-paced, high-accountability environment.
- Ability to navigate and lead through change effectively.
- Holds FINRA licenses (Series 7 & 66 required; 9/10 or 24 preferred).
- CFA or CFP certification preferred.
This is an exciting opportunity for a high-impact leader to take ownership of a thriving market and build a legacy of excellence. If you are a strategic leader, relationship builder, and results-oriented professional, we encourage you to apply.
How to Apply:
Interested candidates should submit their resume and cover letter. Confidential inquiries are welcome. Email Adrian@FinancialRecruitersInt.com or call 314-720-1997.
