Senior Financial Advisor

One Degree Advisors

. Lead premier client relationships and oversee advisory team members .

Posted 10/31/2026full-timeSan Diego • California • United StatesSenior💰 $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading client relationships and overseeing advisory teams, with a strong focus on financial planning, investment advisory, and compliance practices. Proficient in managing complex planning scenarios and mentoring advisory staff while adhering to operational processes.

Highest-signal resume keywords

Certified Financial Planner™ (CFP®)10+ Years Experience As A Financial Planner/Investment AdvisorInvestment Portfolio ConstructionStrong Organizational And Project Management SkillsExperience With FinTech Applications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Plan DevelopmentInvestment AdvisoryClient Relationship ManagementTax PlanningEstate PlanningInsurance PlanningEmployee Benefits PlanningInvestment TradingProject ManagementConfidential Information Handling

Soft Skills

LeadershipMentorshipInterpersonal SkillsCommunication SkillsCollaboration

Tools & Technologies

MS OfficeRedtailSchwab Advisor CenterOrionEMoneyIncome LabHolistiplan

Certifications & Qualifications

Certified Financial Planner™ (CFP®)Certified Kingdom Advisor®CFA®CPA

Industry Keywords

Client-CentricOperational ProcessesCompliance PracticesAdvisory TeamBusiness Development

About the role

Key responsibilities & impact

Lead premier client relationships and oversee advisory team members
Lead client meetings, including ongoing strategy meetings and new client onboarding for premier relationships
Oversee Financial Plan development, updates, and presentation
Lead Investment Advisory discussions with clients and provide oversight on complex planning scenarios
Hold client discussions focused on personal and family objectives and vision
Serve as primary advisory contact for high-value client correspondence
Coordinate research, meeting preparation and follow-up, and plan development with the Advisory team
Lead planning projects relating to tax, estate, insurance, and employee benefits
Provide day-to-day oversight and mentorship of advisory team members
Stay updated and educated on relevant technology resources and emerging planning tools
Construct investment portfolios
Perform basic investment trading
Contribute to marketing, community development, networking, educational content, and new business development
Work with and support the strategic direction of the firm
Adhere to and help shape operational processes and procedures
Document notes and tasks within operational procedures
Manage and cross-train staff as needed
Support client servicing and communication where advisor involvement is required
Support and adhere to compliance practices
Lead or assist with firm-wide projects
Work toward firm goals and metrics
Practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give

Requirements

What you’ll need

Bachelor'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 participation
Ongoing professional development, including continuing education and/or advanced designations
10+ years as a Financial Planner/Investment Advisor or in directly relevant experience
Demonstrated experience leading client relationships and supporting the development of advisory staff
Ability to handle confidential and sensitive information with the highest discretion
Proven ability to lead in a collaborative, client-centric team environment
Strong organizational and project management skills with ability to manage competing priorities
Ability to establish timelines, manage multiple deadlines, and hold others accountable to them
Highly developed professional, interpersonal, and communication skills — written and verbal
Self-directed; able to operate with minimal supervision and make sound independent judgment
Proficiency in PC applications including MS Office
Experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan (or comparable equivalents)

Benefits

Comp & perks

Bonuses
401(k) with match
Health insurance
PTO
Remote work considered based on experience and fit
Ongoing professional development, including continuing education and/or advanced designations