Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor: Holistic Planning & High-Earning Potential

Sagient

Sagient in Southern California is seeking a dynamic financial advisor to engage clients with holistic guidance across insurance, investments, and planning. You will prepare and verify financial plans, offering fee-based planning, asset, risk, and wealth management solutions. Join a team that supports autonomy to run your practice, with marketing and technical support, ongoing training, and opportunities for meaningful travel to destinations as part of a growth-focused role. #J-18808-Ljbffr Sagient

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Holistic Planning & High-Earning Potential in San Diego, CA vacancy
  •  ...environment—empowering advisors to focus on...  ...Senior Wealth Advisors to join...  ...support, a deep planning platform, strong...  ...partnership and potential equity . The...  ...lead advisor for high-net-worth...  ...solutions for true holistic advice Defined...  ...real support, earn your place in a... 
    Suggested
    Work at office
    Local area
    Remote work

    Next Level Recruiting, LLC

    San Diego, CA
    5 days ago
  •  ...in client assets. Our advisors average $575,000 in GDC...  ...freedom, support, and earning potential to build lasting...  ...program has a financial planning team that is integrated...  ...the Role: A Senior Wealth Advisor is an experienced...  ...management, and a high-level understanding of... 
    Suggested
    Full time
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    San Diego, CA
    1 day ago
  • $200k - $280k

     ...an experienced Senior Wealth Advisor to join its team....  ...to transition into a high-caliber firm that offers...  ...depth, resources, and holistic service platform of a...  ...strategy, tax and estate planning, philanthropic advisory...  ...compensation. The potential for equity ownership... 
    Suggested
    Full time
    Work at office

    International Search Consultants

    San Diego, CA
    5 days ago
  • $50k - $150k

    A financial services organization is seeking a Financial Advisor in California. This role offers training for both entry-level and...  ...position is hybrid, combining remote and in-office work. Potential earnings range from $50,000 to $150,000 annually with a commission structure... 
    Suggested
    Work at office
    Remote work

    True Path Financial and Insurance Services

    San Diego, CA
    4 days ago
  • $70k - $80k

     ...investment goals, building a financial plan, and recommending brokerage...  ...• Identifies and engages potential new clients through referrals...  ...Minimum Education Requirement: High School Diploma / GED /...  ...opportunities. Incentives are earned based on the employee’s performance... 
    Suggested
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Lemon Grove, CA
    3 days ago
  • $80.37k - $98.23k

     ...person is unique in their potential. A career with U.S. Bank gives...  ...Day One.Job DescriptionThe Wealth Connect Advisor provides personalized...  ..., phone calls, and digital planning tools. They assess each client...  ...may be closed earlier due to high volume of applicants.... 
    Full time
    Work at office
    Local area

    US Bank

    San Diego, CA
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a...  ...their goals through financial planning. On your path to becoming a...  ...educate your clients and deliver holistic financial plans—including...  ...life and achieve uncapped earning potential through a performance-based... 
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    La Jolla, CA
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming...  ...through financial planning. On your path to...  ...clients and deliver holistic financial plans—...  ...and achieve uncapped earning potential through a performance...  ...Northwestern Mutual Wealth Management Company® (... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    San Diego, CA
    3 days ago
  • $90k - $100k

     ...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor...  ...Advisor to build and manage a holistic wealth management practice. You'll provide...  ...comprehensive financial planning, investment management...  ...around us with our commitment to high standards. At CAPTRUST, expect... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    San Diego, CA
    3 days ago
  • $1,000 per month

     ...an integrated financial planning practice from the...  ...business strategy Call on potential clients and set...  ...national recognition events, earn access to leadership programs...  ...Representative or Advisor role upon graduation....  ...curiosity for sales Highly involved on campus (leader... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    La Jolla, CA
    4 days ago
  • $125k - $175k

     ...Overview At Corient, we help high- and ultra-high-net-...  ...them to preserve their wealth for future generations,...  ...client-focused Wealth Advisor to join our growing...  ...comprehensive financial planning and investment management...  ...ensure a seamless and holistic client experience. Through... 
    Permanent employment
    Full time
    Temporary work
    Work at office
    Flexible hours

    Corient

    San Diego, CA
    4 days ago
  •  ...As a wealth advisor you will work directly with the wealth management team...  ...create comprehensive wealth plans that include a coordinated financial...  ...wealth management advice to high net worth clients Prepare...  ...research and analysis of potential client solutions Cultivate and... 

    Mariner

    San Diego, CA
    5 days ago
  •  ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over...  ...2026, serving predominately high net worth individuals. EPWA...  ...investment, retirement, and estate planning. The advisor collaborates...  ...highly competitive suite of holistic benefits designed to help... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    EP Wealth Advisors

    San Diego, CA
    3 days ago
  • $80k - $155.7k

     ...growth. At Corient, we help high‑and ultra‑high‑net‑...  ...life, preserve their wealth for future generations,...  ...Responsibilities Support Wealth Advisor in delivering...  ...services to clients, with potential to lead less complex...  ...investment, and financial planning processes. Begin to... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Services LLC

    San Diego, CA
    2 days ago
  • $50k

     ...clients and 20,000 financial advisors across the U.S. and...  ...to ensure a high-quality, streamlined client...  ...adjust the branch business plan to increase branch effectiveness...  ...benefits page ( . Earn salary, commissions,...  ...to your earning potential and growth, and your compensation... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    San Diego, CA
    3 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a...  ...goals through financial planning. On your path to becoming a...  ...educate your clients and deliver holistic financial plans—including...  ...your life and achieve uncapped earning potential through a performance‑based... 
    Work at office

    Unavailable

    San Diego, CA
    5 days ago
  • $80k - $105k

     ...creating financial plans, and presenting...  ...focus on delivering high-quality financial...  ...success. Why Aldrich Wealth Aldrich...  ...registered investment advisor (RIA) where...  ...through a thoughtful, holistic approach to wealth...  ...with clients and potential clients with the goal... 
    16 hours
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    3 days per week

    Aldrich

    San Diego, CA
    2 days ago
  • 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 6... 

    Mariner

    San Diego, CA
    16 hours ago
  • $75k - $125k

     ...dedication has helped the bank earn recognition as a...  ...Excellence Awards. Wealth Management is a specialized...  ...services to affluent, high-net-worth individuals,...  ...strategies, financial planning, estate and tax planning...  ...of a dedicated Wealth Advisor to join our team of bank... 
    Work experience placement
    Work at office
    Flexible hours

    Zions Bancorporation

    San Diego, CA
    3 days ago
  •  ...with clients, offering holistic advice across...  ...management, and financial planning domains. If you're driven...  ...shaping tomorrow’s wealth with wisdom and...  ...a Sagient financial advisor, you'll assist clients...  ...compensation, unlimited earning potential Residual income Subsidized... 

    Sagient

    San Diego, CA
    4 days ago
  • $1,000 per month

     ...an integrated financial planning practice from the...  ...business strategy Call on potential clients and set meetings...  ...national recognition events, earn access to leadership...  ...Representative or Advisor role upon graduation....  ...and curiosity for sales Highly involved on campus (leader... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    San Diego, CA
    3 days ago
  • JPMorganChase is seeking a Private Client Advisor in San Diego, California. The candidate will provide comprehensive financial planning, deliver exceptional investment solutions, and foster client relationships. Responsibilities include building a book of business and educating... 

    JPMorganChase

    San Diego, CA
    16 hours ago
  • $85k - $120k

    EP Wealth Advisors (EPWA) is a wealth management advisory firm...  ...serving predominately high net worth individuals....  ...tailored financial plans to clients within the...  ...and educate the firmon potential impacts. Software & Process...  ...competitive suite of holistic benefits designed to... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    EP Wealth Advisors, LLC

    San Diego, CA
    2 days ago
  • A leading asset and wealth management firm in San Diego seeks to hire a Senior Financial Planner to lead the planning for high-net-worth clients. The ideal candidate will leverage expertise...  ...and collaborating with Wealth Advisors to fortify client relationships. This... 
    Full time

    Telos Capital Management, Inc.

    San Diego, CA
    4 days ago
  • Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with clients who established...  ...a structured sales model to achieve high close rates. The role offers pre-...  ...back-office support, with uncapped earning potential through commissions and quarterly bonuses... 

    Secure Income Management

    San Diego, CA
    5 days ago
  •  ...and managing their wealth. You will use your...  ..., financial planning, credit and banking...  ...relationships with clients by earning trust, thoroughly...  ...term through a holistic goals based...  ...employer and place a high value on diversity...  ...provides individuals, advisors and institutions... 
    Temporary work
    Work experience placement
    Local area

    Chase

    San Diego, CA
    1 day ago
  • $1,972 per month

     ...financial trends and address potential issues. The Analyst regularly...  ...functional project teams to deliver high quality information that will...  ...on data-informed scenario planning that meet operational needs...  ...compensation offered or earned is dependent on experience, education... 
    Full time
    Internship
    Work at office
    Flexible hours
    Shift work

    University of San Diego

    San Diego, CA
    2 days ago
  •  ...based benefits like retirement planning so employers can help their...  ...relationships, comprehensive wealth management strategies, and exceptional...  ...maintain confidentiality of highly sensitive client information,...  ...IAR of OneDigital Investment Advisors. Education and Experience:... 
    Contract work
    Work at office

    OneDigital Investment Advisors LLC

    El Cajon, CA
    4 days ago
  •  ...practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities... 
    Part time
    Immediate start
    Flexible hours

    Charles Schwab

    San Diego, CA
    2 days ago
  • $80k - $90k

     ...Job Description: Merrill Wealth Management is a leading...  ...management, including planning for retirement,...  ...guidance. Merrill's Financial Advisors and Wealth Management Client...  ...for working with high-net worth individuals identifying...  .... Incentives are earned based on the employee's... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Sacbar

    San Diego, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Holistic Planning & High-Earning Potential. Be the first to apply!