Financial Advisor
San Diego, San Diego County, California, 92189, USA
Listed on 2026-03-14
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Finance & Banking
Financial Consultant, Financial Services, Financial Analyst, Financial Advisor
Priority Financial Group (PFG) empowers financial advisors and credit unions by providing high-quality financial planning services and comprehensive support. With over 20 years of experience and locations across Arizona, California, New Mexico, Oregon, and Texas, PFG connects quality advisors with financial institutions to build client-focused wealth management programs. Through its hybrid RIA, PFG Advisors (PFGA), the company offers access to top-tier trading platforms like Charles Schwab and TD Ameritrade, along with comprehensive compliance, program, and sales management support.
PFG is committed to helping financial advisors and institutions achieve their personal, professional, and organizational goals through innovation and collaboration. Visit for additional information.
This is a full-time Financial Advisor role based in San Diego, CA metro area with the flexibility to work in a hybrid environment that combines in-office and remote work. The Financial Advisor will provide customized financial planning, investment advice, and retirement planning solutions to clients. Responsibilities include assessing clients' financial needs, creating personalized financial strategies, offering investment recommendations, and maintaining strong client relationships.
The Financial Advisor will support clients in achieving their financial goals while adhering to compliance and regulatory standards.
- Minimum 2 years experience as a financial advisor
- Proven expertise in Financial Planning and Retirement Planning
- Knowledge of Investments and Financial Advisory services
- Strong background in Finance with analytical and strategic thinking skills
- Excellent communication, interpersonal, and relationship-building abilities
- Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred
- Proficiency in using financial planning tools and trading platforms such as Charles Schwab or TD Ameritrade
- Ability to work both independently and collaboratively in a hybrid work environment
- Bachelor’s degree in Finance, Economics, or a related field
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