Wealth Advisor & Planning Strategist
OneDigital
OneDigital in San Diego seeks a seasoned financial advisor to evaluate clients, tailor retirement and wealth plans, and grow client relationships through referrals and events. The role combines client meetings, financial analysis, and sales strategy, requiring strong communication, regulatory knowledge, and proficiency with CRM systems and planning software. Travel up to 25% is expected; licensure as IAR is required or pursued. #J-18808-Ljbffr OneDigital
Vacancy posted 3 days ago
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