Senior Financial Advisor & Life-Plan Architect (CFP) (San Diego)

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.
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