Financial Planner
$55k - $100kAvior Wealth Management, LLC
Financial Planner at Avior Wealth Management
Welcome to Avior Wealth Management!
Are you passionate about helping clients achieve financial peace of mind? At Avior Wealth Management, we go beyond numbers – we build relationships that shape brighter futures. As an employee-owned firm, we empower our team with the tools, mentorship, and flexibility to thrive in their careers while making a meaningful impact on clients lives.
Why Join Avior Wealth Management?
- Competitive Pay & Growth: Starting salary ranges from $55,000 to over $100,000 (dependent on experience and qualifications) with potential increases upon earning CFP®, CFA, or other essential certifications.
- Work-Life Balance: Enjoy flexibility for remote work, unlimited vacation time, all stock market holidays off.
- Comprehensive Benefits: Includes health, vision, and dental insurance, employer HSA contributions, and long-term disability and life insurance.
- Employee-Owned: We are an employee-owned company, offering opportunities for ownership and long-term career advancement.
What You’ll Do:
- Collaborate directly with advisors and clients to build, monitor, and implement personalized financial plans.
- Utilize Right Capital , MoneyGuidePro and proprietary planning tools to develop customized strategies.
- Monitor and enhance client financial health across various areas:
- Retirement and investment planning
- Tax planning
- Insurance planning
- Cash flow
- Estate planning
- Business owner and education planning
- Collaborate with CPAs, attorneys, and insurance agents to implement financial strategies
- Choose your own career path: stay a financial planner or transition to a full-time advisor at your own pace.
Career Progression & Ownership
Avior Wealth is committed to supporting your career growth. Whether you want to:
- Grow as a Financial Planner ,
- Transition into an Advisory Role , or
- Become an owner in the firm— we offer a structured, flexible path with no strict production requirements or timelines.
What We’re Looking For:
- Education: Bachelor’s degree required; CFP® designation or active pursuit required.
- Experience: 2-3 years of experience in financial planning, investment management, and client relationship management preferred.
- Technical Skills: Proficiency with Right Capital and MoneyGuidePro , Microsoft Office Suite (Outlook, Excel, Word, Teams).
- Key Traits:
- Self-motivated with strong time management skills.
- Ability to collaborate in a fast-paced environment.
- Excellent problem-solving, analytical, and communication skills.
Ready to Join Us?
If youre looking for a firm that values your growth, flexibility, and work-life balance , apply today and start your journey with Avior Wealth Management!
We look forward to hearing from you!
Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Financial Planner in San Diego, CA vacancy
$125k
...Financial Planner, CFP 1B+ AUM Independent RIA San Diego, CA Overview Fast-growing 1B+ AUM Independent RIA seeks a Financial Planner to play a central role in delivering sophisticated financial planning for high net worth clientele from its San Diego office....SuggestedFull timeWork at officeLeah Yosef International
San Diego, CA3 days ago$105k
...The Financial Planner will support the firm’s Wealth Advisors in delivering exceptional financial planning and wealth management services while serving as a support advisor for client relationships. This role is designed for an experienced, client-facing professional...SuggestedFull timeCascade Financial Partners, LLC
San Diego, CA3 days ago- ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable...SuggestedWork experience placementLocal areaRemote workFlexible hours
Equitable Advisors LLC
San Diego, CA1 day ago $125k
...Job Description Financial Planner, CFP \n 1B+ AUM Independent RIA \n San Diego, CA \n \n Overview \n Fast-growing 1B+ AUM Independent RIA seeks a Financial Planner to play a central role in delivering sophisticated financial planning for high net worth clientele...SuggestedWork at officeLeah Yosef International
San Diego, CA5 days ago- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
San Diego, CA2 days ago $80k - $105k
...Financial Planner We are seeking an analytical professional to join our dynamic team as a Financial Planner. This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients. The ideal candidate...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$120k - $150k
...Financial Planner San Diego, California Onsite Industry: Financial Services Job Category: Wealth Management Job Type: Direct Hire Salary: $120,000 - $150,000 / Annually Job Description Position Title: Financial Planner The Financial Planner will...Work at office$80k - $110k
...Direct message the job poster from Financial Planner Recruiting, LLC Our client is a rapidly growing, independent wealth management and financial planning practice in San Diego, CA, that serves successful business owners, executives, and high net worth individuals. They...Full timeWork at officeFlexible hoursFinancial Planner Recruiting, LLC
San Diego, CA1 day ago$127.63k - $237.01k
...relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages...Remote workCity National Bank
La Jolla, CA3 days ago- ...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...Work at office
WestPac Wealth Partners
San Diego, CA4 days ago - ...Financial Advisor Reports to: Commercial Head About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated...Full timeTemporary workWork experience placement
BBVA Global Wealth Advisors
San Diego, CA4 days ago - ...General Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening...Hourly payWork at office
California Credit Union
La Mesa, CA5 days ago $49.5k - $82.5k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at officePNC Financial Services Group
San Diego, CA1 day ago- ...Job Title Delivers exceptional customer experience, builds relationships, and helps small business customers succeed financially. Engages customers to probe and understand their financial needs and present products, services and mobile options that align with those...
State Bank of India (California)
San Diego, CA4 days ago - Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...
TradeJobsWorkforce
San Diego, CA2 days ago - ...needs. You will open accounts, process basic transactions, and promote deposit and loan products to help customers achieve their financial goals. You will educate clients on digital self-service tools, collaborate with branch teams, and ensure excellent service while maintaining...
U.S. Bank
San Diego, CA2 days ago $170k - $225k
...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal areaJPMorgan Chase Bank, N.A.
San Diego, CA2 days ago$25 - $26.77 per hour
...Bank Of America Job Posting At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans,...Temporary work
- ...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe...Work experience placementFlexible hours
- ...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports...Temporary workWork experience placementImmediate start
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$26.92 - $36.54 per hour
...processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans,...Temporary work$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, CA1 day ago- ...Organization : Name SAN DIEGO AGENCY CA Default: Location : City SAN DIEGO 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;...Work at officeLocal area
Talentify.io
San Diego, CA3 days ago $63k - $105k
...PNC Wealth Management is seeking a Financial Advisor to be based in San Diego, CA, working from a bank branch and managing an assigned book of business. The role blends client consulting, financial planning, and relationship-focused business development within a collaborative...Temporary workWork at officePNC Financial Services Group
San Diego, CA1 day 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... ...®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension...Work at officeUnavailable
San Diego, CA1 day ago$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial...Local areaRemote workRelocationThe Well
San Diego, CA1 day ago$51k - $320k
...About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms. At... ...explain complex concepts simply. Nice-to-Haves Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation....Local areaFlexible hoursGoldBook Financial
San Diego, CA3 days ago$80k - $105k
...Financial AdvisorSan Diego, California • HybridIndustry: Financial ServicesJob Category: FinanceJob Type: Direct HireSalary: $80,000 - $105,000 / AnnuallyJob DescriptionPosition Title: Financial AdvisorSalary Range: $80,000–$105,000 / Year, DOEThis is financial advising...Full timeWork at officeBoutique Recruiting
San Diego, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- estate planning consultant San Diego, CA
- associate leveraged finance San Diego, CA
- project finance associate San Diego, CA
- financial planner cfp San Diego, CA
- private wealth advisor San Diego, CA
- financial consultant San Diego, CA
- financial advisor training program San Diego, CA
- finance associate San Diego, CA
- financial associate San Diego, CA
- financial advisor development program San Diego, CA