Associate Wealth Advisor
$110k - $120kBoutique Recruiting
Associate Wealth Advisor Salary Range: $110,000 - $120,000 / Year DOE Associate Wealth Advisor Responsibilities First 90 days: Learn the operational side of the business, including securities trading, wire transfers, opening new accounts, and daily operations. Support financial planning and investment modeling efforts for current clients. Assist in expanding planning and financial modeling capabilities for existing clients. Receive training in operations, securities trading, and investment management. Progress into supporting client meetings and financial plan reviews. Answer client questions and assist with ongoing client service needs. Over time, work directly with clients independently and as part of the advisory team. Conduct approximately 20-25 quarterly client meetings (primarily in person) to review financial plans. Articulate the company's investment strategy and value proposition to existing and prospective clients. Develop networking and business development skills to help attract new clients. Transition into a full client-facing Financial Advisor role over time. Benefit from mentorship and professional development under a partner with CFP, CFA, and CPA credentials. Associate Wealth Advisor Requirements 3-5 years of experience in financial services, with a focus on client-facing roles and financial planning. CFP certification or nearing completion within 6 to 12 months. Proficiency in Microsoft Office, particularly Excel (intermediate skills required). Bachelor's degree in financial planning, accounting, or economics is required. Experience with MoneyGuide Pro for planning is preferred. Benefits Medical coverage with a high deductible health plan, covering 60% of the premium for employees and dependents after 90 days. 15 days of PTO, with potential for negotiation. Access to New York Stock Exchange holidays and additional time off during the holiday season. Free on-site parking. Opportunity for profit-sharing and bonuses based on company performance. Reimbursement for licensing and continuing education expenses. Apply now! #J-18808-Ljbffr
- ...quo” and transform the finance industry together. Schwabs Wealth Advisory team embodies our firms commitment to client-centric... ...advice built on Schwabs approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors...SuggestedWork at office
Charles Schwab
San Diego, CA3 days ago $80k - $155.7k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...to meet you. Responsibilities ~ Support Wealth Advisor in delivering exceptional services to clients, with the...SuggestedPermanent employmentTemporary workWork at officeFlexible hoursCI Financial Careers
San Diego, CA2 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...SuggestedPermanent employmentTemporary workWork at officeFlexible hours- ...quo” and transform the finance industry together. Schwabs Wealth Advisory team embodies our firms commitment to client-centric... ...advice built on Schwabs approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors...SuggestedWork at office
$77k - $202k
...improving decision support, and enabling the deployment of modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver high-quality client solutions, and support the execution of transformation...SuggestedH1bPwC
San Diego, CA3 days ago$71k - $96k
...The Associate Owners Advisor role will support Senior Owner's Advisors in the successful planning, procurement development and strategy, procurement and project execution, and compliance of collaborative delivery projects by acting as a liaison between the project owner...Contract workFor contractorsBrown and Caldwell
San Diego, CA4 days ago$65k - $95k
...Centura Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor(s) in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. This role manages client meeting preparation, conducts financial...Work at officeCenturawealth
San Diego, CA15 hours ago- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
Modern Woodmen
San Diego, CA2 days ago $77k - $202k
...ApplicableSpecialismFinanceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Finance Transformation - Anaplan Consultant, Senior Associate, you will engage with CEOs, CFOs, controllers, and treasurers to optimize finance functions and enhance their contribution to the...Full timeH1b$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...Work experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...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...
Beacon Pointe
San Diego, CA5 days ago - ...institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership. They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full...Work at officeLocal areaRemote work
Next Level Recruiting, LLC
San Diego, CA14 hours ago - ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...
Beacon Pointe Advisors
San Diego, CA3 days ago $200k - $280k
...job poster from International Search Consultants A premier, rapidly growing Multi-Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique opportunity for an Advisor with an established client base to transition into a high-caliber...Full timeWork at officeInternational Search Consultants
San Diego, CA14 hours ago$20.5 per hour
SEASONAL POSITION At SeaWorld, we're passionate about caring for animals. In fact, we've already rescued over 40,000 animals (and counting!). And we can save you from being stuck in just another job. Join us and help bring joy, excitement, and lasting memories to ...Seasonal workFlexible hoursShift workNight shiftWeekend workDay shiftSeaWorld Parks & Entertainment
San Diego, CA13 hours ago- ...As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated... ...and talent development at all levels, trains and mentors new associate wealth advisors and client service associates...
Mariner
San Diego, CA2 days ago $125k - $175k
..., while enabling them to preserve their wealth for future generations, and provide for... ...experienced, and client-focused Wealth Advisor to join our growing team. This position... ...thought leadership. Mentor and support Associate Wealth Advisors and Associate Wealth Planners...Permanent employmentFull timeTemporary workWork at officeFlexible hoursCorient
San Diego, CA2 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... ...an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new...Temporary workWork at officeImmediate startFlexible hours
EP Wealth Advisors
San Diego, CA1 day 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, CA5 days 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, CA5 days ago $85k - $120k
...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial... ...the ranking criteria methodology here. Job Summary: The Wealth Advisor, Guided Investing, focuses on deepening relationships...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
San Diego, CA3 days ago$75k
...annually based upon your achievement of performance goals and targets.About This JobThe Non-Real Estate Lender Finance (NRELF) Portfolio Associate supports the ongoing credit risk management and monitoring of a leveraged finance loan portfolio. Responsibilities include...Full timeWork at officeLocal area- ...Read further to learn how you could help make great things possible not only in your community, but around the world. In the role of Associate Principal, Interiors, we'll count on you to:Be responsible for design in all phases of a project, and demonstrates a master level...Work at office
$77.33k - $157.67k
...culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities:Assist multi-state companies with state unclaimed property matters...Local area$85.03k - $172.62k
...culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Tax Senior Associate to join our Accounting Methods and Credit Services practice. Responsibilities:Work with multi-disciplinary teams to conduct...Work at officeLocal area- Role OverviewWe are hiring Applied Scientists to design build and optimise GenAIdriven multimodal pipelines for detecting contextual moments in live video streamsThis role focuses on prompt engineering multimodal inference and model optimisation using foundation models ...
$310k - $390k
...place you can engage in meaningful work and grow your career. Let’s see what we can achieve. Together.Summary DLA Piper is seeking an associate to join its Litigation practice group. This position is open to California-admitted lawyers.Education JD Bar Admission Admitted to...Full timeWork at officeRelocationRelocation package$19.25 per hour
Job DescriptionThe ideal Designated Selling Associate (DSA) Salesperson is passionate about fashion, enjoys working one-on-one with customers, and thrives in a sales environment. DSAs drive volume for Nordstrom while championing the brand they represent. DSAs are leaders...Flexible hoursShift work$73.72k - $164.57k
...culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities:Support multi-state companies with state and local income tax compliance...Local area$73.72k - $164.57k
...culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities:Provide excellent client service to multi-state companies with state...Local area
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