Wealth Management Business Development Associate

Location: San Diego, CA

Status: Full-time, In office (one day a week from home)

Compensation: $70,000 - $75,000

The best and brightest have choices in the wealth management arena. Working with our firm is an investment in your future—one that delivers lasting rewards.

We are a close-knit team that works collaboratively to live out our core values every day: Accountability, Excellence, Passion, Humility, Transparency, and Collaboration. Guided by these principles, we help clients navigate complex wealth events with clarity, confidence, and vision.

We are seeking a highly organized and proactive Wealth Management Business Development Associate to support our Strategic Relationships team. This role is essential in serving ultra-high-net-worth individuals and sophisticated professional partners by assisting with planning deliverables, relationship management, and key administrative functions.

The ideal candidate is detail-oriented, responsive, and eager to contribute to a high-performing team. This is an opportunity to gain exposure to advanced financial and tax planning concepts while building valuable skills in client service, operations, and project coordination. There is tremendous room for growth.

Summary:

The Wealth Management Business Development Associate will play a vital role in organizing deliverables, managing communication logistics, and supporting process improvements across the Strategic Relationships function. This position requires strong attention to detail, the ability to juggle multiple priorities, and a collaborative mindset.

Key Responsibilities:

Client and Partner Coordination

• Coordinate communication and logistics with prospective clients and Centers of Influence
• Assist in the process for meeting preparation and follow up
• Manage document collection, intake and maintain organized client files

Planning and Support

• Assist with the preparation of planning deliverables, including tax projections, balance sheets, pricing analyses and proposals
• Prepare and send planning engagement agreements
• Conduct market research to support planning initiatives

Operational and Administrative Support

• Maintain accurate activity tracking records in Salesforce CRM
• Monitor CRM inbox and ensure data is logged and updated appropriately
• Create and maintain SOPs for the Strategic Relations team
• Provide general internal support for operational projects and administrative needs

Calendar Management

• Schedule meetings with prospective clients, existing clients and professional partners
• Manage the calendars of Strategic Relations team members
• Follow-up leads to ensure timely scheduling of consultations and follow-up meetings

Professional Attributes

• Insistent attention to detail; strong written and verbal communication
• Self-directed time management capabilities and outstanding organizational skills
• Commitment to exceeding client expectations
• Energy and enthusiasm
• Collaborative mindset with a willingness to support various team needs
• Demonstrated integrity, work ethic, poise and maturity
• Ability to operate successfully under deadlines

Required Qualifications

• 2-3 years experience in financial services or wealth management
• Bachelor’s Degree in Finance, Business, Accounting, Communications or a related field
• Proficiency with Salesforce and Microsoft Office preferred
• Demonstrated ability to prioritize and support multiple team members and projects

Benefits and Perks

• Mentorship from senior advisors and leadership team members
• Collaborative, team-oriented environment rooted in core values
• Monthly Midweek-Mingle – Each month a team cooks breakfast for the office
• Quarterly events including happy hours and volunteer events
• Spirit Week twice a year that = tons of fun, team building, and team spirit (think pajama day, beach day, min-golf, and more!)
• Opportunity to work from home one day a week
• Generous personal time off and holidays
• Monthly firm-wide coaching sessions to develop professionally, personally, and collectively as a team
• Full medical, dental and vision benefits; 401K
• Onsite cafeteria and gym

Our firm, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

We are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.