Wealth & Risk Advisor
Western & Southern Financial Group
Western & Southern Financial Group is seeking a Financial Representative in San Diego to educate clients on risk protection and financial security. The role involves developing marketing plans, conducting appointments, and selling tailored financial solutions. A qualified candidate will have a high school diploma ( bachelor’s preferred) and a strong work ethic with the ability to build relationships with clients. This position requires a reliable transportation and must possess or obtain a life and health license. #J-18808-Ljbffr Western & Southern Financial Group
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth & Risk Advisor in San Diego, CA vacancy
$60k - $110k
A leading insurance brokerage firm in San Diego is seeking a Personal Lines Risk Advisor to create and develop client relationships, deliver tailored insurance solutions, and achieve sales targets. Candidates should hold a current California Property & Casualty License...Suggested- RealREPP in California seeks a Property & Casualty Risk Advisor to drive growth, build client relationships and provide loss-prevention guidance. You will own the sales cycle from prospecting to renewals, travel up to 25%, and collaborate with leadership to tailor insurance...Suggested
- ...looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this...SuggestedWork at officeLocal area
- Intuit is seeking a Lead SOX Risk Advisor to drive strategic readiness projects across the SRCO. You will partner with control owners, process owners, and TCRM to ensure financial reporting integrity, design effective controls, and optimize the SOX program for scalability...Suggested
$185k - $215k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...SuggestedWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$91.62k - $111.98k
...discover what you excel at—all from Day One.Job DescriptionThe Wealth Connect Advisor provides personalized financial education and investment... ...and digital planning tools. They assess each client’s goals, risk tolerance, time horizon, tax considerations, and current financial...Full timeWork at officeLocal area- SDI Staffing in California is seeking a Safety & Risk Management Consultant for a fully remote role within the state, with travel to client sites. The position focuses on safety, risk, and loss control consulting across diverse industries. The consultant will assess operations...Remote job
$152k - $206k
...build a world‑class control environment that scales with our innovation and ambition. Role Summary Come join Intuit as a Lead SOX Risk Advisor within the SOX Risk and Compliance Organization (SRCO). SRCO is a management‑led function purpose‑built to deliver a modern,...Work experience placementWork at officeWorldwide3 days per week$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We... ...Financial Advisor to build and manage a holistic wealth management practice. You'll provide... ...planning, investment management solutions, and risk management to retirement plan...Temporary workLocal areaFlexible hoursCAPTRUST
San Diego, CA3 days ago$75k - $125k
...California Bank & Trust, a division of Zions Bancorporation, is seeking a Wealth Advisor to join its San Diego wealth management team. You will build long-term relationships with affluent clients, deliver tailored financial plans and investment strategies, and collaborate...Zions Bancorporation
San Diego, CA1 day ago- ...Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower... ...to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who can work within...Full timeLocal areaImmediate start
Columbia Bank (WA, OR & ID)
San Diego, CA1 day ago - ...strong communication skills and a collaborative mindset. Opportunities for professional development are provided, including training, mentorship, and the potential for commissions and bonuses, making this a fulfilling career for aspiring wealth managers. #J-18808-Ljbffr...
Equitable Advisors LLC
San Diego, CA2 days ago - ...fosters trusted relationships, comprehensive wealth management strategies, and exceptional... ...their financial needs, goals, and risk tolerance. Develop and present customized... ...registration as an IAR of OneDigital Investment Advisors. Education and Experience: Bachelor's...Contract workWork at office
OneDigital Investment Advisors LLC
San Diego, CA4 days ago $80k - $155.7k
...high‑net‑worth individuals and families enjoy a full life, preserve their wealth for future generations, and support the causes and communities they care about. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with potential to lead...Permanent employmentTemporary workWork at officeFlexible hoursCorient Services LLC
San Diego, CA2 days ago$125k - $175k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...a highly motivated, experienced, and client-focused Wealth Advisor to join our growing team. This position will play a pivotal...Permanent employmentFull timeTemporary workWork at officeFlexible hoursCorient
San Diego, CA4 days ago- ...As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for...
Mariner
San Diego, CA5 days ago - ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance...Temporary workWork at officeImmediate startFlexible hours
EP Wealth Advisors
San Diego, CA3 days ago - Charles Schwab in San Diego is looking for a financial advisor to provide wealth management and financial planning services. The role involves building strong relationships with clients, focusing on helping them achieve their financial goals through comprehensive services...
$85k - $145k
...Job Summary The Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial...Temporary workWork at officeLocal areaHome officeMonday to FridayMercer Advisors
San Diego, CA3 days ago$60k - $120k
EP Wealth Advisors seeks a Wealth Advisor to deliver comprehensive service to existing clients and assist with developing new business from inbound leads. You will join a team of client-focused professionals committed to integrity, entrepreneurship, inclusion and connection...Flexible hours- Beacon Pointe, a nationally recognized RIA, seeks motivated Wealth Advisors to join our growing team in multiple locations across the country. This role focuses on expanding client relationships and delivering high-quality financial guidance within our allWEALTH approach...
- A leading financial services firm based in San Diego seeks a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to clients. Candidates must have at least 2 years of experience in a Financial Advisor role, along with...
$75k - $125k
...Business & Middle Market Excellence Awards. Wealth Management is a specialized division... ...and tax planning, succession planning, and risk management. The primary goal of a wealth... ...currently in search of a dedicated Wealth Advisor to join our team of bank partners in the...Work experience placementWork at officeFlexible hours- BBVA Global Wealth Advisors in San Diego seeks an experienced Financial Advisor to advise ultra/high net worth families on wealth-building, preservation, and balance sheet management. You will leverage investments, credit, and banking knowledge to broaden client relationships...
- ...range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate...
$85k - $145k
Mercer Advisors in San Diego, CA is seeking a Wealth Advisor for Guided Investing to deepen client relationships and grow business through referrals. You will leverage a unified team of experts to help clients reach their financial goals while adhering to compliance requirements...- A financial services firm in San Diego is seeking a Wealth Advisor to join their team. This role involves creating tailored financial plans, developing client relationships, and providing wealth management advice. Ideal candidates will have a Bachelor’s degree, Series...
- A leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships...Work at office
- Merrill Wealth Management is expanding its Advisor Development Program to cultivate future Financial Advisors in the San Diego area. You will work with high-net-worth clients, identify needs, build relationships, and deliver comprehensive recommendations aligned with client...
- Sagient in Southern California is seeking a dynamic financial advisor to engage clients with holistic guidance across insurance,... ...verify financial plans, offering fee-based planning, asset, risk, and wealth management solutions. Join a team that supports autonomy to run...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth & Risk Advisor. Be the first to apply!
Related searches
- financial planner cfp San Diego, CA
- senior financial advisor San Diego, CA
- strategic finance associate San Diego, CA
- associate leveraged finance San Diego, CA
- junior oracle financial functional consultant San Diego, CA
- financial advisor development program San Diego, CA
- jde finance consultant San Diego, CA
- estate planning consultant San Diego, CA
- associate corporate finance San Diego, CA
- wealth advisor San Diego, CA