Financial Advisor

In-Office Position | Experienced Advisors Only

You’ve Built a Successful Practice. What Do You Want the Next Chapter to Look Like?

If you’re an experienced financial advisor who has built strong client relationships and a meaningful book of business, you may be asking a different set of questions today than you did earlier in your career.

Do you have a better understanding now than you did then about where you want to live your life and build your practice?

Do you still want to work within a large corporate or wirehouse environment?

Would you rather spend more of your time advising clients and growing your practice and less time navigating corporate bureaucracy?

Are you looking for greater independence without having to build and operate an RIA entirely on your own?

WWM Financial may be an opportunity worth looking at.

We are seeking experienced, productive Financial Advisors / Investment Advisor Representatives with at least $25 million or more in assets under management who are interested in joining an established independent Registered Investment Advisor.

This is not an entry-level advisor position and is not intended for someone looking to build a practice from the ground up.

Why WWM Financial?

WWM Financial is an independent, boutique wealth management firm built around a simple idea: provide sophisticated financial advice while treating clients like people, not account numbers.

Our independence gives us the flexibility to focus on what we believe is right for our clients without the sales culture and product pressures often associated with larger financial institutions.

Our advisors are supported by a team with experience across investment management, financial planning, tax planning, retirement planning, estate coordination, operations, compliance and client service.

That means you can bring your relationships to a firm where you don't have to do everything yourself.

Most importantly, we take our client relationships personally. Many have been with us for our entire career. Our goal is to create an experience where every client feels like the only client in the room.

The Advisor We’re Looking For

You have already demonstrated that you can build and maintain a successful advisory practice.

Ideally, you:

• Have at least $25M+ in transferable AUM
• Put the client's interests first and value a fiduciary environment
• Want to continue growing your practice
• Value financial planning in addition to investment management
• Enjoy collaborating with other experienced professionals
• Want independence without having to operate every aspect of an advisory firm yourself
• Believe exceptional client service is one of the best ways to retain and grow relationships
• Are looking for a firm where you can build the next stage of your career
• Have a track record and reputation as a highly ethical advisor.

What You’ll Find Here

At WWM Financial, you'll find an established team, infrastructure and environment designed to allow experienced advisors to focus on what they do best:
serving clients, developing relationships and growing their practice.

Our approach extends beyond portfolio management. We help clients navigate retirement, taxes, estate and legacy considerations, risk management and the financial decisions that come with major life transitions.

We believe the strongest client relationships are built when advisors can see the entire financial picture.

Our Culture

We're in North San Diego County. We take our work seriously, but we don't take ourselves too seriously.

You won't find a mandatory tie-and-suit culture here. One of our Managing Partners happily left the pantsuits behind when she left the wirehouse.

Our team is focused, driven and growing but we also believe a successful career should leave room for a successful life.

Outside…