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Financial Consultant Financial Advisor

Hybrid Wealth Planning Consultant

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Commonwealth Financial Network
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services company is seeking an advanced planning consultant to join their San Diego team. This role involves educating financial advisors on estate and tax strategies, identifying client planning opportunities, and coaching advisors in client interactions. The ideal candidate will have a JD and an estate planning background. They offer a hybrid work schedule with great benefits and emphasize employee development and work-life balance.
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