Financial Advisor
WestPac Wealth Partners
At WestPac® Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions. The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here:
CAREER REQUIREMENTS
When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.REQUIREMENTS
4-Year Degree Desire to Help Others Highest Level of Integrity & Ethics Interpersonal & Relationship Skills Affinity for Education & Professional Development Goal & Commitment Oriented SIE, Series 7 & 66 License, Life and Health (Have or will Obtain)WHAT WE PROVIDE
Industry-Leading, Proprietary Training and Education Systems Proprietary Planning Software Team-Work Culturelic Free Licensing Access to study and licensing materials– reimbursements for tests. Advanced Planning Team Accountability and Marketing Coaches * Learn more about our accolades here: | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 View phone number on click.appcast.io. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License#0I29680| 7540390.1 Exp. 01/27 #J-18808-Ljbffr WestPac Wealth PartnersVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in San Diego, CA vacancy
$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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
San Diego, CA3 days ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
Bank of America
San Diego, CA2 days ago $45k - $100k
...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,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Santee, CA23 hours ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
San Diego, CA4 days ago$4,813.47 - $6,019.87 per month
...Financial Aid Advisor Salary: $4,813.47 - $6,019.87 Monthly Job Type: Full-Time Job Number: 26-056 Closing: 9/3/2026 11:59 PM Pacific Location: Throughout Grossmont-Cuyamaca Community CollegeDistrict, CA Division: District Wide Overview & Highlights The Grossmont-Cuyamaca...SuggestedHourly payFull timeWork at officeRemote workMonday to FridayFlexible hoursThe Chronicle of Higher Education
El Cajon, CA1 day ago$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, CA23 hours ago$36k - $125k
A financial services company is seeking motivated individuals for a remote Financial Professional role. This position allows part-time work of 6-15 hours per week, with extensive training provided. Candidates can build their own book of business, engaging in meaningful...Part timeRemote workFlexible hoursGlobal Financial Impact
Chula Vista, CA23 hours ago$70.3k
...Financial Advisor Base salary of $70,304/annually plus monthly commissions based on production with no identified cap. 2025 total annual compensation range ranged from $38,655-$495,726 Position Summary: We are seeking a qualified and experienced financial advisor...Full timeWork at officeMonday to FridaySan Diego County Credit Union
San Diego, CA2 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, CA1 day 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...
TradeJobsWorkForce
San Diego, CA2 days ago $71k - $96k
...The Associate Owners Advisor role will support Senior Owner's Advisors in the successful planning, procurement development and strategy... ...the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Brown and Caldwell is proud...Contract workFor contractorsBrown and Caldwell
San Diego, CA4 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, CA2 days ago$22 - $26 per hour
...Financial Aid Advisor Salary Range $22.00 - $26.00 Hourly Position Type Full-Time Job Shift Day Education Level High School Diploma Description Success Education Colleges (SEC) is a family of institutions comprised of North-West College, Glendale Career College...Hourly payFull timeTemporary workWork at officeFlexible hoursShift workSuccess Education Colleges
San Diego, CA2 days ago$4,813.47 - $6,019.87 per month
...OVERVIEW & HIGHLIGHTS The Grossmont-Cuyamaca Community College District is seeking a qualified individual as a Financial Aid Advisor. The Incumbent under the direction of an assigned manager, interviews and advises students and determines financial need and...Hourly payFull timeContract workTemporary workWork experience placementWork at officeImmediate startRemote workMonday to FridayFlexible hoursThe Grossmont-Cuyamaca Community College District
El Cajon, CA4 days ago- ...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...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
San Diego, CA3 days ago - ...We are a financial services firm seeking a dedicated Financial Advisor to join our team and help clients achieve their long‑term financial goals. Key Responsibilities Build relationships and acquire new clients through face‑to‑face and virtual sourcing strategies. Deeply...Work experience placementWork at office
Edward Jones
Santee, CA1 day ago - ...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, CA11 days ago - Description:: Join our expanding team in Southern California. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives...Full time
Sagient
San Diego, CA13 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 - ...Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market San Diego, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
San Diego, CA2 days ago - A financial services company in California is seeking a Financial Professional to educate clients on financial matters and help them navigate their unique lives. This remote position provides all necessary training, and no prior experience in finance is needed. The role...Remote workFlexible hours
EA Financial
San Diego, CA2 days ago - ...Financial Counselor Location: San Diego, CA (92123) Assignment Duration: 13 Weeks Shift: Evening (5x8 Hours) Weekdays: 14:00 – 22:00 Saturday: 09:00 – 17:30 Sunday: 07:00 – 15:30 Note: Schedule may vary based on department needs and will be discussed at...Shift workAfternoon shiftWeekday work
Pacer Group
San Diego, CA23 hours ago - ...Overview 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 solutions. A Financial...Work at officeLocal area
Western & Southern Life
San Diego, CA4 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, CA4 days ago $180k - $215k
...k (Base Salary + Annual Bonus + Equity Eligibility) Shift Your Career from Volume to Value Are you an experienced Financial Consultant or Financial Advisor who enjoys comprehensive financial planning more than managing a high-volume book? This premier national wealth management...Work at officeShift workAscendHire
San Diego, CA3 days ago$80k - $105k
...seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing... ...Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per weekAldrich
San Diego, CA23 hours ago$77k - $202k
...At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial...H1bPwC
San Diego, CA3 days ago$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$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$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial advisor development program San Diego, CA
- financial associate San Diego, CA
- project finance associate San Diego, CA
- wealth advisor associate San Diego, CA
- jde finance consultant San Diego, CA
- wealth advisor San Diego, CA
- senior wealth advisor San Diego, CA
- senior financial advisor San Diego, CA
- entry level financial advisor San Diego, CA
- financial consultant San Diego, CA