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Wealth Advisory Associate: UHNW Planning
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-02-01
Listing for:
Centura Wealth Advisory
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
An established wealth management firm in San Diego is seeking an Associate Advisor to support Wealth Advisors in delivering comprehensive financial, tax, investment, and estate planning solutions. The role involves preparing client documentation, conducting financial modeling, and collaborating with internal and external professionals to manage client strategies. The ideal candidate will have a strong foundation in financial planning, exceptional communication skills, and 3+ years of wealth management experience.
Compensation is expected to be between $65,000 to $95,000 plus bonuses.
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Position Requirements
10+ Years
work experience
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