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Wealth Advisor PM Equity Path
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-01-25
Listing for:
Christopher Weil & Company, Inc.
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in San Diego seeks an Associate Wealth Advisor to manage client interactions and project management. This role requires creating comprehensive meeting reports, attending client meetings, and ensuring all follow-ups are completed. Candidates must have a Bachelor’s degree and 3 years of experience in a relevant field, along with a keen attention to detail and a growth mindset.
The position offers a total cash potential of $70K–$90K plus additional benefits.
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