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Hybrid Senior Wealth Planning Strategist

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Commonwealth Financial Network
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 120000 - 160000 USD Yearly USD 120000.00 160000.00 YEAR
Job Description & How to Apply Below
A financial services company in San Diego is seeking an advanced planning consultant. This role involves providing educational and consultative financial planning strategies for independent financial advisors. Responsibilities include reviewing planning documents, identifying wealth management issues, and coaching advisors. Candidates should have a JD, an estate planning background is preferred, and CFP® is desirable. The position offers a hybrid work schedule with competitive compensation ranging from $120,000 to $160,000 per year.
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Position Requirements
10+ Years work experience
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