Senior Wealth Advisor & Client Relationships Lead
$120k - $170kOne Degree Advisors Inc
A financial advisory firm in San Diego is seeking a Lead Financial Advisor who is passionate about building trusted client relationships. This role involves leading client meetings, overseeing financial plan development, and conducting investment discussions. The ideal candidate should have over 5 years of experience as a Financial Planner and hold a Certified Kingdom Advisor designation. The compensation ranges from $120,000 to $170,000+, including salary and bonus, alongside benefits like a 401(k) and health insurance. #J-18808-Ljbffr
Vacancy posted 5 days ago
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