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Senior Wealth Advisor: Book & Impact
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-01-30
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading investment advisory firm in San Diego is seeking an experienced Financial Advisor to develop and manage client relationships. The ideal candidate will have over 5 years of experience in the financial services industry, with proven skills in client acquisition and asset growth. Responsibilities include delivering tailored financial planning, collaborating with specialists, and pursuing new business opportunities. Candidates with CFP® or CFA designations will be preferred.
Competitive compensation and professional growth opportunities are offered.
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Position Requirements
10+ Years
work experience
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