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Senior Financial Planner - Hybrid Wealth Planning

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Charles Schwab
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 services firm in San Diego seeks a Senior Financial Planner to deliver comprehensive financial plans for complex situations, mentor partners, and enhance client relationships. The ideal candidate must possess a Master's level financial planning designation, a CFP® certification, and at least 5 years of relevant experience. The role emphasizes strong communication skills and the ability to collaborate with clients and internal partners, providing a supportive work environment focused on professional growth.
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Position Requirements
10+ Years work experience
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