Senior Level Financial Advisor Jobs
Senior level financial advisor jobs place experienced professionals in charge of complex client portfolios, long-term financial strategy, and the junior advisors who execute day-to-day planning. Openings are concentrated across on-site, hybrid, and remote settings in Banking & Financial Services, Investment & Asset Management, and Chemicals & Materials, with Frost Bank, UBS, and Jobot hiring at this level now.
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Showing 4 of 8+ Senior Level Financial Advisor jobs
Financial Advisor
United States - California
Finance
Global Wealth Management
Job Reference #
345468BR
City
San Diego
Job Type
Full Time
Key responsibilities
Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?
We’re looking for an Financial Advisor to:
- Analyze and interpret portfolio performance reports, in conjunction with wealth management research and external parties, to make recommendations for change to clients' portfolios and advising clients about risks, advantages and disadvantages. Collect and analyze information regarding client and prospective client income, assets, investments, debts, objectives and tolerance for risk.
- Provide comprehensive wealth management for high net-worth international investors in Mexico. Consult with clients to understand individual needs and develop tailored financial strategies to meet those needs.
- Study and evaluate global financial and economic factors and financial accounting reports to measure and track business and financial performance.
- Create an annual business plan with clear goals, objectives, strategies, and tactics and work with sophisticated offshore investors to develop comprehensive investment strategies and programs focusing on specific financial, business and product factors.
- Can work hybrid (In-office/remote).
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 001460. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI
The team
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
You’ll be working in the Financial Advisor team in San Diego, CA.
Your skills and experience
- This position requires a Bachelor's degree or foreign equivalent in Finance, or related field of study plus six (6) years of experience in the job offered or as a Private Banker, Office Manager or related occupation.
Position requires experience with the following:
- (1) working with multiple foreign currencies and transactions; (2) controlling customized investment portfolios and financial strategies; (3) developing tailored financial strategies to meet individual client needs; (4) analyzing and interpreting portfolio performance reports; (5) working with external parties to make recommendations for change to clients' portfolios; (6) advising clients about portfolio risks, advantages, and disadvantages; (7) creating annual business plans; (8) utilizing book segment tool to segment client base by tier level; (9) regulatory compliance; (10) preparing and presenting verbal and written communications, reports, and presentations to international clients.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role: United States-California-San Diego min USD 175000- max USD 185000/annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Financial Advisor | UBS - Experienced professionals - job boards
Financial Advisor
United States - California
Finance
Global Wealth Management
Job Reference #
345468BR
City
San Diego
Job Type
Full Time
Key responsibilities
Are you an innovative thinker? Are you focused on the details, even when under pressure? Do you enjoy delivering enhanced change capabilities across a range of business functions?
We’re looking for an Financial Advisor to:
- Analyze and interpret portfolio performance reports, in conjunction with wealth management research and external parties, to make recommendations for change to clients' portfolios and advising clients about risks, advantages and disadvantages. Collect and analyze information regarding client and prospective client income, assets, investments, debts, objectives and tolerance for risk.
- Provide comprehensive wealth management for high net-worth international investors in Mexico. Consult with clients to understand individual needs and develop tailored financial strategies to meet those needs.
- Study and evaluate global financial and economic factors and financial accounting reports to measure and track business and financial performance.
- Create an annual business plan with clear goals, objectives, strategies, and tactics and work with sophisticated offshore investors to develop comprehensive investment strategies and programs focusing on specific financial, business and product factors.
- Can work hybrid (In-office/remote).
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com. Please reference 001460. NO CALLS PLEASE. EOE/M/F/D/V. #LI-DNI
The team
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
You’ll be working in the Financial Advisor team in San Diego, CA.
Your skills and experience
- This position requires a Bachelor's degree or foreign equivalent in Finance, or related field of study plus six (6) years of experience in the job offered or as a Private Banker, Office Manager or related occupation.
Position requires experience with the following:
- (1) working with multiple foreign currencies and transactions; (2) controlling customized investment portfolios and financial strategies; (3) developing tailored financial strategies to meet individual client needs; (4) analyzing and interpreting portfolio performance reports; (5) working with external parties to make recommendations for change to clients' portfolios; (6) advising clients about portfolio risks, advantages, and disadvantages; (7) creating annual business plans; (8) utilizing book segment tool to segment client base by tier level; (9) regulatory compliance; (10) preparing and presenting verbal and written communications, reports, and presentations to international clients.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role: United States-California-San Diego min USD 175000- max USD 185000/annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Financial Advisor | UBS - Experienced professionals - job boards
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Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Chemicals & Materials
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Senior Level Financial Advisor Jobs: Frequently Asked Questions
How do I get a senior level financial advisor job?
Employers at this level expect a demonstrated ability to manage high-net-worth client relationships independently, lead planning engagements from discovery through implementation, and mentor junior advisors. Holding credentials like CFP, CFA, or CIMA strengthens your candidacy significantly. Candidates who can show measurable client retention, portfolio growth outcomes, and a history of taking ownership over complex cases tend to stand out in searches for senior talent.
Which companies hire senior level financial advisors?
Companies hiring senior level financial advisors right now include Frost Bank, UBS, and Jobot, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers large wirehouses, regional broker-dealers, independent RIA firms, insurance-affiliated wealth management groups, and corporate treasury or benefits consulting operations.
Are there remote senior level financial advisor jobs?
Yes, though availability varies by employer type and client model. About 0% of senior level financial advisor openings are remote or hybrid as of November 2026, with fully remote roles more common in fee-only planning, financial coaching, and corporate benefits advisory than in relationship-driven wealth management practices that require regular in-person client contact.
What makes a financial advisor role senior level?
Senior level financial advisor roles are distinguished by the scope of independent judgment expected, not just years on the job. These positions involve owning a full client book rather than supporting one, leading comprehensive financial planning engagements, structuring complex strategies across investment, tax, and estate planning, and actively developing less experienced advisors. Senior advisors are accountable for client outcomes, not just task completion.
Which industries hire the most senior level financial advisors?
Senior level financial advisor roles concentrate in Banking & Financial Services, Investment & Asset Management, and Chemicals & Materials, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they serve clients with sophisticated, multi-dimensional financial needs that require experienced advisors capable of coordinating across investment management, retirement planning, insurance, and wealth transfer strategies.