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Financial Consultant Financial Advisor Wealth Management

Wealth Planner Associate - Client-Centric Financial Planning

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Cerity Partners LLC
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial advisory firm in San Diego is seeking a Wealth Planner to support client relationships and deliver comprehensive wealth management strategies. This role involves onboarding clients, managing financial data, and collaborating on individualized financial plans. Ideal candidates will have a Bachelor's degree, a fast-paced work environment experience, and strong communication skills. The firm offers competitive compensation and a comprehensive benefits package including health insurance and a 401(k) plan.
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Position Requirements
10+ Years work experience
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