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Senior Wealth Advisor - Holistic Planning & Leadership

Job in Carlsbad, San Diego County, California, 92002, USA
Listing for: The Judson Group
Full Time position
Listed on 2025-12-21
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A dynamic financial advisory firm in Carlsbad, California, is seeking a Lead Financial Advisor to manage client relationships and lead financial planning initiatives. The ideal candidate will have over 7 years of experience in wealth management, a CFP® designation, and a passion for mentoring.

This role offers a highly competitive salary, bonus opportunities, and a full suite of benefits within a supportive, growth-oriented environment.
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Position Requirements
10+ Years work experience
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