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

Licensed Financial Advisor

$250k

Falcon PG

Who We're Looking For We’re seeking ambitious, enterprising professionals who want more than just a job — they want the opportunity to build a thriving practice, make a meaningful impact on clients’ lives, and create long‑term financial success for themselves and their families. This role is ideal for individuals who are driven by growth, leadership, and the opportunity to build lasting client relationships while developing their own book of business. Ideal Candidate Profile The strongest candidates typically bring experience in financial services, consulting, sales, banking, or client advisory roles, along with the ability to build trust and develop long‑term relationships. Benefits Flexible schedule with a strong work‑life balance. Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance. Training allowance and performance‑based incentives. Company‑sponsored professional development opportunities. Sponsorship for required licenses and continuous training. What Makes This Opportunity Unique Build your own practice with upside income potential . Access to comprehensive training, licensing support, and mentorship. A platform to develop long‑term client relationships and multigenerational impact. The opportunity to grow into leadership roles and build a team over time. Supportive infrastructure that allows you to focus on serving clients and growing your career. Responsibilities Attend hybrid meetings, including in‑person team collaboration, as required. Attend virtual and in‑person training to enhance financial expertise. Work with clients to assess financial needs and develop personalized strategies. Participate in structured coaching and mentorship programs. Provide guidance on insurance, investments, and retirement planning. Qualifications Preferred Qualifications 2+ years of experience in financial services, insurance, investment advising, banking, or a client‑facing professional role. Proven success in business development, client acquisition, or relationship management. Experience developing financial strategies, investment plans, or wealth management solutions is a strong advantage. Licensing (Preferred but Not Required) Life & Health Insurance License FINRA Series 6 or 7 Series 65 or 66 Candidates who do not currently hold these licenses are welcome to apply. Licensing sponsorship, training, and mentorship are available for qualified individuals. Key Attributes for Success Business‑driven mindset with the desire to build and grow a personal practice. Strong relationship‑building and consultative sales skills . Demonstrated ability to develop and maintain a book of business . Excellent communication, presentation, and interpersonal skills . Self‑driven, disciplined, and highly motivated to achieve ambitious goals. Leadership potential with the ability to mentor or build a future team . Comfortable leveraging technology, CRM systems, and virtual client engagement tools . Committed to integrity, professionalism, and a client‑first philosophy. Basic Requirements Must be authorized to work in the United States. A strong professional or community network and the ability to generate new business opportunities are highly valued. Compensation $250,000 per year (plan earnings). #J-18808-Ljbffr

Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Licensed Financial Advisor in San Diego, CA vacancy
  •  ...Bankers Life is seeking Financial Services Professionals in El Cajon, California. This role offers a hybrid schedule that combines in-office...  ...should possess a valid California Life and/or Health License, and strong communication and sales skills. The estimated first... 
    Suggested
    Work at office
    Remote work

    Bankers Life

    El Cajon, CA
    23 hours ago
  • $250k

     ...make a lasting impact on clients’ lives, and create long-term financial success for themselves and their families. This opportunity is...  ...development opportunities. Sponsorship for required licenses and continuous training. We can only consider applicants authorized... 
    Suggested
    Flexible hours

    Falcon Pacific Group Wealth Management and Insurance Service...

    San Diego, CA
    5 days ago
  •  ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and... 
    Suggested

    TradeJobsWorkforce

    San Diego, CA
    2 days ago
  •  ...Important Company of the Sector in Kensington is seeking a Financial Services Officer to assist members with financial decisions, offering trusted advice on loans, investments, and saving strategies. This role requires a commitment to a people-first culture and strong... 
    Suggested

    Important Company of the Sector

    San Diego, CA
    23 hours ago
  • $50k - $150k

     ...Financial Advisor As a Financial Advisor at True Path Financial, you'll have the chance to shape your own career while making a significant impact on the lives of others. You'll build lasting relationships with clients, guiding them through various stages of their financial... 
    Suggested
    Full time
    Contract work
    Work experience placement
    Relocation
    Flexible hours

    True Path Financial

    San Diego, CA
    4 days ago
  •  ...educate students in short-term and professional programs for gainful employment and career advancement.Careers Site: SUMMARYThe Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited to... 
    Temporary work
    Work at office
    Flexible hours

    North-West College

    San Diego, CA
    16 hours ago
  • $125k

     ...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax...  ...based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring... 

    Pure Financial Advisors

    San Diego, CA
    16 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    San Diego, CA
    4 days ago
  •  ...First Command is seeking a Financial Advisor who will provide coaching to military families focusing on their financial planning needs. This role includes engaging with the community to attract new clients and offering guidance on managing finances while supporting a flexible... 
    Flexible hours

    First Command

    San Diego, CA
    4 days ago
  •  ...’s military families, you will focus on financial plans that are constantly evolving to pursue...  .../wealth management Training and licensing support: First Command offers a comprehensive...  ...start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    San Diego, CA
    16 hours ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is...  ...paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66... 

    Thrivent Financial for Lutherans

    San Diego, CA
    4 days ago
  • $61k - $250k

     ...The Northwestern Mutual Life Insurance Company is looking for motivated individuals to fill the role of Financial Advisor. As a Financial Advisor, you will help clients through personalized financial planning and develop strategies to achieve their financial goals. This... 

    Northwestern Mutual Life Insurance Company

    San Diego, CA
    5 hours ago
  •  ...San Diego County Credit Union is seeking a qualified Financial Advisor to provide comprehensive financial planning and advice. You will support...  ...has over 5 years’ experience, and possesses relevant FINRA licenses. There is a strong emphasis on exceptional member service... 

    San Diego County Credit Union

    San Diego, CA
    23 hours ago
  • $50k - $150k

     ...True Path Financial is seeking a Financial Advisor in San Diego, California. This role involves conducting financial needs analysis, advising clients on various financial products, and building enduring client relationships. The company offers a hybrid work model and... 

    True Path Financial

    San Diego, CA
    3 days ago
  • $40k - $120k

     ...North Star Resource Group in San Diego, CA is seeking a Financial Consultant to help clients achieve their financial goals. This position is ideal for recent graduates or those experienced yet seeking fulfillment in a service-oriented career. You will have the opportunity... 

    North Star Resource Group

    San Diego, CA
    3 days ago
  • $50k - $150k

     ...As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies, you’ll help clients work toward... 
    Full time
    Contract work
    Work experience placement
    Relocation
    Flexible hours

    True Path Financial

    San Diego, CA
    2 days ago
  • $45k - $100k

     ...you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner...  ...way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    San Diego, CA
    4 days ago
  •  ...North-West College in San Diego is seeking a Financial Aid Advisor who will administer financial aid programs for prospective and active students. The role involves reviewing applications, conducting counseling sessions, and ensuring compliance with financial aid regulations... 

    North-West College

    San Diego, CA
    16 hours ago
  • $70.3k

     ...Financial Advisor Base salary of $70,304/annually plus monthly commissions based on production with no identified cap. 2025 total annual...  ...deliver exceptional member experiences. Minimum Qualifications (Licenses, Education, Experience, Skills) Bachelor's degree in a... 
    Full time
    Work at office
    Monday to Friday

    San Diego County Credit Union

    San Diego, CA
    3 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud...  ...training to maintain registrations and licenses in good standing. A firm-provided branch... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    San Diego, CA
    16 hours ago
  •  ...we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent...  ...client engagement. Required Experience Licensing & Certifications Required: Series 7 & 6... 
    For contractors
    Local area
    Shift work

    First Command Financial Services

    San Diego, CA
    1 day ago
  •  ...Who We Are At Corebridge Financial, we believe action is everything. That’s why every day...  ...financial planning tools* Company-paid E&O, licensing fees, continuing education and...  ...years of experience working as a Financial Advisor.* A proven and successful sales track record... 
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial, Inc.

    San Diego, CA
    3 days ago
  • $250k

     ...A financial service firm is seeking Financial Representatives to provide guidance and develop personalized strategies for clients. The...  ...strong communication skills, and are willing to obtain necessary licenses. No previous financial experience is required as extensive... 
    Flexible hours

    WizeHire

    San Diego, CA
    16 hours ago
  • $40k - $120k

     ...Group is looking to find a candidate for a financial consultant position in San Diego, CA. We...  ...mentorship of an experienced financial advisor. If you are looking for a career and...  ...get you familiar with the career, fully licensed as a financial advisor, and ultimately help... 
    Work experience placement

    North Star Resource Group

    San Diego, CA
    4 days ago
  • $15.25 - $21.75 per hour

     ...Heights Finance Corporation in San Diego, California, is looking for a Financial Service Representative to provide exceptional customer service and support. This role involves guiding customers through the loan process, driving sales growth, and managing delinquency. Ideal... 
    Hourly pay
    Full time
    Monday to Friday

    Heights Finance

    San Diego, CA
    4 days ago
  •  ...RK Partners in San Diego, California is seeking Financial Advisors at all career stages, from those new to the profession to experienced advisors. Candidates will benefit from comprehensive onboarding and robust support in a personal, relationship-first environment. This... 
    Local area

    RK Partners

    San Diego, CA
    3 days ago
  • $55k - $75k

     ...seek to perfect our craft of personalized financial planning with team‑based Roundtable and...  ...is looking for an Associate Financial Advisor working as part of an advisory team, and...  ...(BD/RIA) Series 65 (RIA Only) Insurance Licenses 2+ years of experience within the wealth... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Inc

    San Diego, CA
    3 days ago
  •  ...independent wealth management firm actively seeking an Associate Financial Advisor for our San Diego office. The role is part of an advisory...  ...and 66 (BD/RIA); Series 65 (RIA only) preferred. Insurance licenses (optional but desirable). Minimum 2 years of experience... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    San Diego, CA
    5 hours ago
  •  ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes...  ...regulations and products Qualifications: Life Insurance License (or willingness to obtain) Strong communication & sales skills... 
    Full time
    Part time

    SkyKey Financial

    Lemon Grove, CA
    3 days ago
  • $51k - $320k

     ...take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a...  ...financial outcomes for clients. * Achieve necessary licensing to provide comprehensive financial support to... 
    Internship
    Local area
    Flexible hours

    GoldBook Financial

    La Jolla, CA
    16 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Financial Advisor. Be the first to apply!