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Associate Wealth Advisor: Mentored Path

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Position: Associate Wealth Advisor: Mentored Path to Growth
A leading financial services company in San Diego is seeking an Associate Wealth Advisor to support a team of Wealth Advisors by deepening and retaining client relationships. This position offers mentorship from top industry professionals and opportunities for professional development. Key requirements include a valid FINRA Series 7 and 66 and 1-3 years of financial services experience. The company offers a competitive benefits package and expects the candidate to work on-site to encourage collaboration.
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Position Requirements
10+ Years work experience
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