Our client is a rapidly growing wealth management firm that blends financial planning, life coaching, and investment management to deliver a highly personal, fiduciary approach to wealth management. Their mission is to build meaningful client relationships and help individuals and families achieve their most important goals.

They are seeking an Associate Financial Advisor to join

their San Diego team. This is a client-facing role where you’ll provide comprehensive

financial planning and investment management solutions. If

you thrive in a fast-paced environment, enjoy building lasting relationships,

and have a passion for business development, this could be your next career

move.

Associate Financial Advisor Responsibilities:

·       Build and maintain comprehensive financial plans.

·       Support client meetings, follow-ups, and planning presentations.

·       Analyze investment portfolios and assist with recommendations.

·       Support client onboarding and business development efforts.

Associate Financial Advisor Qualifications:

·       Bachelor’s degree in finance, Accounting, Economics, or related field.

·       CFP® designation or active progress toward completion.

·       2+ years of experience in financial planning or wealth management.

Associate Financial Advisor Benefits:

·       Performance-based bonuses and growth incentives.

·       100% employer-paid medical insurance.

·       401(k) with employer match.

·       Hybrid flexibility with weekly remote days.

·       Generous paid time off and paid holidays.

·       Education reimbursement and ongoing professional development.