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Financial Advisory Associate CFP Path

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Equitable
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant
  • Sales
    Financial Sales
Job Description & How to Apply Below
Position: Financial Advisory Associate: Growth & CFP Path
An established industry player is seeking passionate individuals to join their team of Financial Professionals.

This role offers the chance to make a significant impact on clients' financial futures while enjoying a flexible work-life balance. With a strong focus on training and support, you will develop essential skills in client relationship management and sales techniques. The company promotes diversity and inclusion, ensuring a welcoming environment for all backgrounds. If you are motivated, entrepreneurial, and eager to help others achieve their financial goals, this opportunity is perfect for you, providing pathways for career advancement and personal growth.
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Position Requirements
10+ Years work experience
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