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Wealth Planning Associate

Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listing for: SCS Financial
Full Time, Remote/Work from Home position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 90000 USD Yearly USD 80000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Associate - Hybrid Role
A leading financial services firm in San Diego is looking for an Associate Wealth Advisor. This role requires working closely with Wealth Advisors to create personalized wealth strategies, enhance client relationships, and ensure compliance. Candidates must have a Bachelor’s Degree and 2+ years of financial service experience. The position offers a hybrid schedule of 3 days in the office and 2 days remote.

The salary range is $80,000 - $90,000 annually, plus benefits.
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Position Requirements
10+ Years work experience
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