Wealth Planning Associate; Hybrid
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-02-06
Listing for:
Focus Financial Partners
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Sales
Job Description & How to Apply Below
A leading financial services firm in San Diego is seeking an Associate Wealth Advisor to create personalized financial strategies for clients. The role involves working closely with Wealth Advisors to enhance client relationships through effective financial planning. Candidates should possess a Bachelor’s Degree, Series 65 (or equivalent), and 2+ years in financial services. Hybrid work arrangements are available, with the flexibility to work remotely for two days each week.
Competitive compensation includes a base salary and bonus opportunities.
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Position Requirements
10+ Years
work experience
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