Financial Advisor
RogueSearch
A leading national financial institution is seeking an experienced Financial Advisor to join its wealth management platform in the Greater San Diego market. This role provides the opportunity to step into a multi-branch territory with significant growth potential, while continuing to build and grow a personal practice through referrals and relationship development. The advisor will work within a fully supported environment that includes planning tools, operational infrastructure, and a collaborative banking partnership designed to generate ongoing client opportunities. Opportunity Highlights Established referral ecosystem through internal banking partnerships Comprehensive investment and insurance platform Advanced financial planning tools and technology Operational, compliance, and administrative support Competitive compensation structure with long-term growth opportunity Multi-branch territory drawn from a 12-branch Greater San Diego market with a $196.8MM deposit base Ideal Candidate Profile Experienced Financial Advisor currently in a bank, independent, regional, or wirehouse environment Demonstrated ability to manage client relationships and grow assets under management Portable client relationships expected to transition with the advisor Comfortable working in a collaborative environment with internal referral partners Entrepreneurial mindset focused on long-term client relationships and business growth Access to internal referral opportunities from banking partners Full operational and transition support available Ability to bring an existing client base and grow through internal channels Collaborative culture focused on client planning and relationship management Why This Opportunity Stands Out This opportunity offers advisors the ability to grow their practice within a well-established financial institution while leveraging internal referrals and planning resources. Advisors benefit from the stability of a large platform combined with the ability to build and maintain long-term client relationships. If you are an experienced advisor interested in exploring a new growth opportunity, a confidential conversation is encouraged. #J-18808-Ljbffr
- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
San Diego, CA4 days ago - ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...Suggested
TradeJobsWorkforce
San Diego, CA5 days ago - ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...be viewed here: CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be leading...Suggested
WestPac Wealth Partners
San Diego, CA3 days ago $51k - $320k
...About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms. At... ...scale of MassMutual behind you. The Opportunity As a Financial Advisor at GoldBook Financial, you will have the opportunity to build and...SuggestedLocal areaFlexible hoursGoldBook Financial
San Diego, CA1 day ago$80k - $120k
...Position Title: Financial Advisor Salary Range: $80,000-120,000 / Year BASE This is financial advising built around relationships, not cold calls. We are seeking a Financial Advisor to join a growing registered investment advisory firm focused on helping clients make smarter...SuggestedFull timeWork at officeFlexible hoursBoutique Recruiting
San Diego, CA3 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at officeUnavailable
San Diego, CA4 days ago$65k - $140k
...Application Deadline 11/29/2026 Address 701 B St. Job Family Group Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines...Part timeLocal areaKoitecc Solutions
San Diego, CA4 days ago- ...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
Edward Jones
Santee, CA4 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
San Diego, CA1 day ago$22 - $25 per hour
...in short-term and professional programs for gainful employment and career advancement. Careers Site: Position Summary The Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited to performing...Hourly payFull timeTemporary workWork at officeFlexible hoursShift work- ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...Work at officeLocal areaWork from homeHome officeFlexible hours
- ...Job Description Job Description We are seeking a qualified Financial Aid team member to join our family! This position supports students and parents in creating financial game plans to help pay for school, prepares paperwork pertaining to grants and loans, and advises...Full timeWork at office
Paul Mitchell Schools
San Diego, CA10 days ago $61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$70.3k
...annual compensation range ranged from $38,655-$495,726 Position Summary: We are seeking a qualified and experienced financial advisor to join our team. The ideal candidate will provide comprehensive financial planning and advice with a focus on offering fee-based...Full timeWork at officeMonday to FridaySan Diego County Credit Union
San Diego, CA24 days ago$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaShift workDay shift$50k - $150k
...Financial Advisor (Entry Level or Experienced) Training Provided As a Financial Advisor at True Path Financial, you'll have the chance to shape your own career while making a significant impact on the lives of others. You’ll build lasting relationships with clients, guiding...Full timeContract workRelocationFlexible hoursTrue Path Financial and Insurance Services
San Diego, CA5 days ago- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
Thrivent
San Diego, CAmore than 2 months ago - ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
SkyKey Financial
Lemon Grove, CA4 days ago $80k - $90k
...Merrill Wealth Management Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Interim roleWork at officeLocal areaImmediate startDay shiftBank of America
San Diego, CA1 day ago$50k - $150k
...you ever considered a career where you help others prepare for life and unexpected moments? One that helps clients reach their financial goals so their children are able to attend college, so mortgage and medical expenses are paid, and so their retirement dreams are...Full timeWork experience placementFlexible hoursTrue Path Financial
San Diego, CAa month ago- ...in San Diego, CA is seeking a Full Time Regular Staff member to deliver exceptional member service with a focus on cross-selling financial products. You will open new accounts, process consumer and real estate loans, ensure documentation accuracy, and comply with internal...Full time
$105k - $121k
...Are you ready to take a leadership role within a dynamic team of technology consultants? Cre8tive Technology & Design is seeking a Financial Consultant to drive the implementation of best practice processes using Epicor Kinetic software. Join us in revolutionizing the...Work from homeCtnd
San Diego, CA5 days ago- ...Financial Aid Representative Southern California Seminary-Main Campus - El Cajon, CA 92019 Overview Position Type: Part Time Job Shift: Any Education Level: High School Travel Percentage: Negligible Description The Financial Aid Representative glorifies...Part timeWork at officeShift work
Southern California Seminary
El Cajon, CA2 days ago $1,972 per month
...Financial Aid Counselor Posting #: 5715 Position Status: Full-time regular Location: San Diego Position Type: Administrator, Office of Financial Aid Position Title & Department: Financial Aid Counselor; Office of Financial Aid Posting...Full timeWork at officeShift workUniversity of San Diego
San Diego, CA4 days ago- ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial...Work at officeLocal area
Western & Southern Life
San Diego, CA5 days ago $69.8k - $132k
....Do you have a passion and a curiosity for solving complex casino gaming, integrated resort, hotel and hospitality accounting and financial operations business issues?Are you looking for a fast-paced and hands-on yet flexible and balanced career while being able to work...Full timeWork experience placementInternshipLocal areaFlexible hours$185k - $215k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Work experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$91.62k - $111.98k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...you excel at—all from Day One.Job DescriptionThe Wealth Connect Advisor provides personalized financial education and investment advice...Full timeWork at officeLocal area$310k - $365k
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what...Full timeWork at officeRelocationRelocation package$115k - $155k
Position Title: Financial Planner The Financial Planner will provide comprehensive financial planning and client-facing advisory support... ...and insurance strategies while partnering closely with Wealth Advisors to ensure recommendations are clearly communicated and...Work at office
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