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Financial Consultant Financial Advisor Financial Services Wealth Management

Wealth Planning Associate Advisor

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Centurawealth
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below
A leading wealth advisory firm in San Diego seeks an Associate Advisor to support Wealth Advisors in delivering comprehensive financial services. The ideal candidate will manage client meeting preparations, conduct financial modeling, and improve processes. Strong communication skills and at least 3 years of wealth management experience are required. The role offers competitive compensation in the range of $65,000 to $95,000 plus bonuses.
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Position Requirements
10+ Years work experience
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