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Our client is a fast-growing wealth management firm and they are currently seeking an Associate Financial Advisor to join their San Diego–based team. This is a client-facing role offering the opportunity to work closely with clients while delivering holistic financial planning and investment solutions. The ideal candidate thrives in a dynamic environment, values relationship-building, and is motivated by business development and long-term career growth.
Associate Financial Advisor Key Responsibilities:
- Develop and maintain comprehensive, customized financial plans
- Prepare for and participate in client meetings, including follow-ups and planning presentations
- Analyze investment portfolios and support investment recommendations
- Assist with client onboarding and contribute to business development initiatives
Associate Financial Advisor Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- CFP or Series 66.
- Minimum of 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 work flexibility with designated remote days each week
- Generous paid time off and paid holidays
- Education reimbursement and ongoing professional development
JOB ID: 170194
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Jeremy Hamon