Financial Services Consultant
$75k - $150kNational Life Group
This Position is Located in San Diego, California Help Families Build Stronger Financial Futures At National Life Group, we believe every family deserves access to trusted financial guidance—someone who understands their goals, values, and dreams for the future. We're looking for compassionate, motivated individuals who want to make a meaningful difference by helping families prepare for life's milestones, protect what matters most, and build lasting financial security. Whether you're starting a new career or seeking a greater sense of purpose, we'll provide the training, mentorship, and support to help you build a successful business while making a lasting impact in your community. About National Life Group National Life Group is a community-driven financial services organization dedicated to helping families build secure financial foundations through education, protection, and long-term planning. We recruit, train, and mentor individuals who are passionate about serving others. Our advisors come from the communities they serve, building trusted relationships through education, integrity, and genuine care. Our mission is to empower financial professionals to educate, protect, and strengthen families—creating financial confidence today and generational prosperity for tomorrow. What You'll Do As a Financial Services Consultant, you'll work alongside individuals and families to better understand their financial goals and help them make informed decisions for every stage of life. What We Offer We believe that when our advisors grow, families and communities grow with them. That's why we provide: Comprehensive training and licensing support One-on-one mentorship from experienced leaders Flexible full-time and part-time opportunities Hybrid and remote work options Competitive commission structure with performance incentives Leadership development and business coaching Marketing tools and technology to support your success A collaborative culture focused on service, education, and long-term relationships Unlimited opportunities for personal and professional growth Why Join National Life Group? Helping a family protect their future is more than a transaction—it's a lasting relationship built on trust.At National Life Group, you'll have the opportunity to educate families, strengthen communities, and build a career that creates meaningful impact for generations to come.If you're looking for a career where purpose and professional growth go hand in hand, we'd love to hear from you. Apply today and help families build brighter financial futures with National Life Group Pay: $75,000 - $150,000 per year - Part-Time, Full-Time, Contract Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Paid time off Professional development assistance Retirement plan Vision insurance Work Location: Hybrid remote in San Diego, CA 92130 Responsibilities: What You'll Do As a Financial Services Consultant, you'll work alongside individuals and families to better understand their financial goals and help them make informed decisions for every stage of life. Your responsibilities include: Meet with individuals and families to understand their financial goals, priorities, and concerns. Educate clients on strategies that help protect their income, loved ones, retirement, and future. Design personalized financial solutions based on each family's unique needs and life stage. Build long-term relationships by providing ongoing guidance, annual reviews, and exceptional service. Empower families through financial education so they can make informed decisions with confidence. Develop your business through community involvement, referrals, educational workshops, and relationship building. Participate in ongoing training, mentorship, and leadership development. Maintain the highest standards of professionalism, ethics, and regulatory compliance. Qualifications: Who We're Looking For You don't need previous experience in financial services—we're looking for people who genuinely enjoy helping others. Successful candidates are: Passionate about making a positive impact in the lives of families. Excellent communicators who enjoy building meaningful relationships. Self-motivated with an enterprising mindset. Coachable and eager to learn. Honest, dependable, and committed to serving others with integrity. Comfortable networking and engaging with their local community. Sales, customer service, education, healthcare, or business experience is helpful but not required. Eligible to obtain the required state insurance license (licensing assistance provided). Compensation: $75,000 - $150,000 yearly
• What You'll DoAs a Financial Services Consultant, you'll work alongside individuals and families to better understand their financial goals and help them make informed decisions for every stage of life.Your responsibilities include: • Meet with individuals and families to understand their financial goals, priorities, and concerns. • Educate clients on strategies that help protect their income, loved ones, retirement, and future. • Design personalized financial solutions based on each family's unique needs and life stage. • Build long-term relationships by providing ongoing guidance, annual reviews, and exceptional service. • Empower families through financial education so they can make informed decisions with confidence. • Develop your business through community involvement, referrals, educational workshops, and relationship building. • Participate in ongoing training, mentorship, and leadership development. • Maintain the highest standards of professionalism, ethics, and regulatory compliance.
Compensation:
$75,000-$150,000 per year
- ...Job Description Job Description We are seeking a qualified Financial Aid team member to join our family! This position supports students... ...For: The ideal candidate will have exceptional customer service and decision making skills, enjoy working in a multi-tasking,...SuggestedFull timeWork at office
- ...Financial Advisor Location: La Jolla, CA Employment Type: Full-Time | In-Office About the Opportunity We are partnering with... ...leads and dedicated business development support. ~ Full-service portfolio management and operational resources. ~ Modern Class...SuggestedFull timeWork at office
- ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member...SuggestedWork at office
- ...Advisory Team Lead who wants to build more than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build and lead a team, and...SuggestedRemote work
- ...Financial Advisor Reports to: Commercial Head About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered... ...exceptional financial advice and investment management services to our clients. We are dedicated to upholding the highest fiduciary...SuggestedFull timeTemporary workWork experience placement
$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...Full time- ...Financial Aid Representative Southern California Seminary-Main Campus - El Cajon, CA 92019 Overview Position Type: Part Time Job... ...Knowledge, Skills, and Abilities Strong customer service and organizational skills. Ability to communicate professionally...Part timeWork at officeShift work
- ...Job Description: Job Title: Financial Counselor Location: San Diego, CA (92123) Assignment Duration: 13 Weeks... ...healthcare programs such as Medi-Cal and California Children's Services (CCS) Guide families through insurance processes, including...Shift workAfternoon shiftWeekday work
- ...DIEGO Overview The purpose of the Financial Representative is to meet the needs of... ...purpose of sales, conservation, and service. Adequately prepares for and conducts... ...appointments using Western & Southern Life consultative practices and processes. Effectively...Work at officeLocal area
$70.3k
...Financial Advisor Base salary of $70,304/annually plus monthly commissions based on production with no identified cap. 2025 total annual... ...those with significant wealth with an emphasis on elite member service to deliver exceptional member experiences. Minimum...Full timeWork at officeMonday to Friday$51k - $320k
...Locations La Jolla and Costa Mesa About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms. At GoldBook Financial, you get the freedom to build your business your way – with the support...Local areaFlexible hours- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about... ...: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial...Temporary workLocal areaFlexible hours- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of... ...and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis...Full timeContract workFor contractorsWork at office$75k - $150k
...helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Syracuse, NY region and... ..., and qualified plans). Our client's current investment services include retirement planning/cash-flow modeling, estate plan...Remote work$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...Work at officeWork from homeHome officeFlexible hours$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$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....Work at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...For contractorsWork at office$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$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...Work at office- ...We are recruiting for top tier Financial Advisors/Teams in the San Diego market.. Seasoned advisors/teams with strong fee based client books. Excellent opportunity to move to one of the nation's top firms and be a leader in the market. ~ Top deal bonuses...
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients...Full timeWork experience placementWork at officeLocal areaFlexible hours
- ...a business development focused advisor to work with one of the world’s most respected private client platforms, providing bespoke financial strategies to affluent individuals and families. What You’ll Do ✔ Serve as a trusted financial partner to high-net-worth clients...Full timePrivate practiceWork at officeImmediate start
- ...Are you an experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction. Prudential...Full time
$50 - $70 per hour
...FP&A / Finance Consultant - San Diego, CA (Onsite, 92128) - $50-$70/hour Ready to step into a high-impact finance role where you can... ..., and manufacturing cost drivers. ~ Advanced Excel and financial modeling skills with the ability to work effectively in environments...Hourly pay- ...Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals,... ...for selection, evaluate fund performance, and develop strategic financial plans through our proprietary all WEALTH® approach. Our...Full time
- ...Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an...
$80.37k - $98.23k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...180 days of start-Bachelor’s degree, background in financial services, investments, or equivalent work experiencePreferred Qualifications...Full timeWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Consultant. Be the first to apply!
- associate corporate finance San Diego, CA
- senior financial advisor San Diego, CA
- estate planning consultant San Diego, CA
- project finance associate San Diego, CA
- financial counselor San Diego, CA
- financial advisor associate San Diego, CA
- senior wealth advisor San Diego, CA
- financial planning assistant San Diego, CA
- financial advisor San Diego, CA
- financial planner San Diego, CA




