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

Senior Financial Advisor & Life-Plan Architect (CFP)

$150k - $200k

Brighton Jones

A leading financial services firm is seeking a Lead Advisor in San Diego. This role focuses on managing client relationships and implementing tailored wealth management plans. Candidates should possess a four-year degree and the CFP designation, along with 6+ years of relevant experience. The position offers competitive compensation ranging from $150K to $200K annually, with a full benefits package, in a remote setting until an office is established.#J-18808-Ljbffr

Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor & Life-Plan Architect (CFP) in San Diego, CA vacancy
  •  ...but around the world. In the role of Senior Project Architect, we'll count on you to:Lead a multidiscipline...  ...knowledge of codes and good planning skillsAn attitude and commitment to being...  ...company. Together, we build on each other's life experiences and perspectives to make... 
    Senior
    Contract work
    Work at office

    HDR

    San Diego, CA
    3 days ago
  • $117.7k - $154.4k

     ...Inclusion? We’re looking for an experienced Senior Architect to join our Healthcare team in our San...  .... Lead project and resource planning, establishing project timelines and budgets...  ...us and help bring our design vision to life—one story at a time. Salary Range: $... 
    Senior
    For contractors

    Lionakis

    San Diego, CA
    2 days ago
  • $160.7k - $251.15k

     ...California, we’re seeking a client-facing Senior Lab Planner / Project Architect based out of Los Angeles, San Diego,...  ...background in the R&D Laboratory/Life Sciences space. This person will...  ...effective execution, prepares strategic plans, and serves as primary client... 
    Senior
    Full time
    Contract work
    Work at office
    Local area
    Remote work
    2 days per week
    3 days per week

    Jacobs

    San Diego, CA
    1 day ago
  • $105k - $157k

     ...Join to apply for the Senior Project Architect role at HDR At HDR, our employee‑owners are fully engaged...  ...Strong knowledge of codes and good planning skills An attitude and commitment to being...  .... Together, we build on each other's life experiences and perspectives to make... 
    Senior
    Full time
    Contract work
    Temporary work
    Part time
    Work at office

    HDR

    San Diego, CA
    21 hours ago
  • $76.32k - $127.21k

     ...ingredients you need at LPL Financial to shape your success...  ...and qualified Senior Financial Planner to support advisors in all aspects of financial plan design and analysis....  ...experience or working towards CFP®5+ years of financial...  ...by turning life's aspirations into financial... 
    Senior
    Work at office
    Work from home

    LPL Financial LLC

    San Diego, CA
    1 day ago
  •  ...California, we are seeking a client-facing Senior Project Architect & Design Manager based in Los Angeles,...  ...building codes, zoning ordinances, life safety requirements, and applicable...  ...including architecture, engineering, planning, interiors, and specialty consultants... 
    Senior
    Contract work
    Work at office
    Local area
    2 days per week
    3 days per week

    Jacobs

    San Diego, CA
    21 hours ago
  •  ...Management, Inc. is seeking a Senior Financial Planner to serve as...  ...the firm’s overall planning process and deliver...  ...Partner with Wealth Advisors in delivering holistic...  ...Certified Financial Planner (CFP) designation required;...  ...clients pursue the life they envision and... 
    Senior
    Full time
    Work at office

    Telos Capital Management, Inc.

    San Diego, CA
    3 days ago
  • DescriptionThe Senior Architect will lead project teams to create world class designs for new projects...  ...process, adapting architectural plans according to budget constraints, environmental...  ...stated targets and standards for financial performance.Prepare, present and manage... 
    Senior
    For contractors

    Burns & McDonnell

    San Diego, CA
    1 day ago
  •  ...Senior Project Architect - Mission Critical Job Description This position can be worked...  ...entitlement design and approvals, campus planning, programming, building design and...  ...alignment with agreed contractual and financial project performance objectives. The Project... 
    Senior
    Work at office
    Local area
    Remote work
    Flexible hours

    Harley Ellis Devereaux

    San Diego, CA
    2 days ago
  • $100k - $140k

     ...Senior Project Architect DGA's practice is growing, and we are looking for a Senior Project Architect who pairs technical mastery with natural...  ...project scope and fees Runs design development process, planning, coordinating and overseeing production of architectural... 
    Senior
    For contractors
    Local area

    DGA

    San Diego, CA
    4 days ago
  • $135k - $195k

     ...Description The Senior Architect will lead project teams to create world class designs for new...  ...construction process, adapting architectural plans according to budget constraints,...  ...achieve stated targets and standards for financial performance. Prepare, present and manage... 
    Senior
    Full time
    For contractors
    Work experience placement
    Local area

    Burns & McDonnell

    San Diego, CA
    2 days ago
  • $69.8k - $132k

     ...and hospitality accounting and financial operations business issues?Are...  ...0 years. RSM is looking for a Senior Associate to join our...  ...execution of the consulting work plan and client deliverablesDevelop...  ...schedule, empowering you to balance life’s demands, while also... 
    Senior
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM International

    San Diego, CA
    1 day ago
  •  ...every stage of the trailer life cycle. Through proven...  ...& Digitalization Architect is responsible for designing...  ...maturity * Serve as a senior technical resource for...  ...Company Paid Premiums * 401K plan with 4% Employer...  ...Spending Accounts for added financial flexibility * Grocery... 
    Senior
    Full time
    Flexible hours

    Hyundai Translead

    San Diego, CA
    12 days ago
  • $70.3k

     ...Financial AdvisorBase salary of $70,304/annually plus monthly...  ...experienced financial advisor to join our team. The...  ...financial planning and advice with a focus...  ...or 66 licenseCalifornia life insurance license with...  ...or intention to obtain CFP® designation within 2 years... 
    Full time
    Work at office
    Monday to Friday

    San Diego County Credit Union

    San Diego, CA
    2 days ago
  •  ...Northwestern Mutual is seeking College Financial Representatives for their internship program...  ...the opportunity to build a financial planning practice while gaining insights from local...  ...engage with clients, and develop essential life skills geared towards future career opportunities... 
    Internship
    Local area

    Northwestern Mutual

    San Diego, CA
    4 days ago
  • $50k

     ...Join a financial services firm where your contributions...  ...clients and 20,000 financial advisors across the U.S. and...  ...the branch business plan to increase branch effectiveness...  ...continuation, basic life, and basic AD&D...  ...professional designations such as CFP® or CERTIFIED FINANCIAL... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

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

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor...  ...goals through financial planning. On your path to becoming a financial...  ...your workday around your life and achieve uncapped earning...  ...the certification marks CFP®, CERTIFIED FINANCIAL PLANNER... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    San Diego, CA
    1 day ago
  •  ...Support Project Managers in developing proposals, budgets, work plans, schedules and bidding and construction administration services...  ...salary and benefits package that includes medical, dental, vision, life, short- and long-term disability, PTO and holidays, as well as 4... 
    Senior
    Contract work
    Temporary work
    Work at office
    Local area

    Steinberg Hart

    San Diego, CA
    1 day ago
  •  ...entrepreneurial environment—empowering advisors to focus on clients, growth,...  ...They are seeking experienced Senior Wealth Advisors to join their...  ...service team support, a deep planning platform, strong client...  ...serving high-net-worth clients CFP or equivalent licenses/certifications... 
    Senior
    Work at office
    Local area
    Remote work

    Next Level Recruiting, LLC

    San Diego, CA
    2 hours ago
  • $119.04k - $192.42k

     ...utilities, and water districts to plan, design, and deliver water,...  ...a top-ranked firm in the AEC Advisors Diversity Index. At West Yost,...  ...CA or OR office locations. ( Senior - Principal Engineer - Water...  ...A Little About the West Yost Life You will experience many opportunities... 
    Senior
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    Night shift
    Afternoon shift

    West Yost

    San Diego, CA
    2 hours ago
  • $200k - $280k

     ...Office is seeking an experienced Senior Wealth Advisor to join its team. This is a...  ...strategy, tax and estate planning, philanthropic advisory, and...  ..., and leadership skills. CFP, CFA, JD, or other advanced...  ...Business Development Industries Financial Services, Investment Advice,... 
    Senior
    Full time
    Work at office

    International Search Consultants

    San Diego, CA
    2 hours ago
  • $117.5k - $176.3k

     ...Systems has an opening for a Level 4 Senior Principal Supply Chain Planning Specialist to join our team of...  ...-out, manufacturing ramp-up, end-of-life management and product-line management...  ...working with or in the areas of supplier financial reporting/forecasting, contracting/... 
    Senior
    Full time
    Remote work
    Relocation
    Flexible hours
    Shift work

    Northrop Grumman

    San Diego, CA
    2 days ago
  • $141.5k - $212.2k

     ...design practice. Our architects, engineers, interior designers...  ...including traditional financial metrics as well as...  ...design, medical planning, architecture and engineering...  ..., Long Term Care and Seniors Living project(s)...  ...stock purchase program, life and accidental death &... 
    Full time
    Contract work
    Temporary work
    Part time
    Casual work
    Local area
    Flexible hours

    Stantec

    San Diego, CA
    2 days ago
  • $103.6k - $155.4k

     ...Grumman Aeronautics Systems has an opening for a Principal Program Planning Scheduling Analyst (level 3) or Sr. Principal Program Planning...  ...inclusive, family environment, as well as our excellent work/life balance. We also offer exceptional benefits/healthcare, a 9/80 schedule... 
    Senior
    Full time
    Work experience placement
    Remote work
    Relocation package
    Flexible hours
    Shift work

    Northrop Grumman

    San Diego, CA
    12 hours ago
  • $129.3k - $193.9k

     ...Grumman Aeronautics Systems (NGAS) is seeking a Sr. Principal Program Planning Scheduling Analysts (Level 4) to join our team of qualified,...  ...inclusive, family environment, as well as our excellent work/life balance. We also offer exceptional benefits/healthcare, a 9/80 schedule... 
    Senior
    Full time
    Work experience placement
    Remote work
    Relocation package
    Flexible hours
    Shift work

    Northrop Grumman

    San Diego, CA
    21 hours ago
  • $154.38k - $193.13k

    Job DescriptionAI Architect, AI & AutomationAbout the Role The applicant...  ...clients, including clients at senior levels. Anticipates and...  ...targets, and establish development plans that balance firm needs and personal...  ...:-Medical/Dental/Vision/Life InsuranceLong-term/Short-term... 
    Full time
    Temporary work
    Work experience placement

    Infosys Technologies

    San Diego, CA
    1 day ago
  • $103.6k - $155.4k

     ...Systems has an opening for a PrincipalProgram Planning and Scheduling Analyst (Level 3) or Sr....  ...administration, finance, accounting, financial analysis, and/or industry related field OR...  ...environment, as well as our excellent work/life balance. We also offer exceptional... 
    Senior
    Full time
    Work at office
    Remote work
    Relocation package
    Flexible hours
    Shift work

    Northrop Grumman

    San Diego, CA
    21 hours ago
  •  ...Senior Wealth Advisor At Columbia, we create a great place to...  ...purpose. Think of us as financial partners, because at...  ...has a financial planning team that is integrated...  ...credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF,...  ...assistance program, life insurance, disability... 
    Senior
    Immediate start

    Columbia Bank

    San Diego, CA
    5 days ago
  • $150k - $195k

     ...collaborative and employee-focused with an emphasis on quality, integrity, trust, fun, and accountability. C&S's National Aviation Planning Practice strives to be the trusted first call for clients and communities seeking our diverse perspectives and expertise that... 
    Senior
    Contract work
    Work experience placement
    Work at office
    Local area

    C&S Companies

    San Diego, CA
    2 hours ago
  • $170k - $240k

    Marketing Senior Manager - Life SciencesCooley is seeking a Marketing Senior Manager - Life Sciences to join the Marketing and Business Development...  ...competitive insight into marketing and client development plans. They work across Marketing & Client Development to activate... 
    Senior
    Full time
    Temporary work
    Work at office
    Immediate start
    Flexible hours
    Weekend work

    Cooley

    San Diego, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Advisor & Life-Plan Architect (CFP). Be the first to apply!