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CFP Associate Financial Advisor
Remote / Online - Candidates ideally in
Solana Beach, San Diego County, California, 92075, USA
Listed on 2025-12-25
Solana Beach, San Diego County, California, 92075, USA
Listing for:
Blankinship & Foster, LLC
Full Time, Remote/Work from Home
position Listed on 2025-12-25
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor -
Business
Financial Advisor
Job Description & How to Apply Below
A renowned wealth management firm based in Solana Beach is looking for an Associate Financial Advisor to support Financial Advisors and manage client relationships. The ideal candidate holds a CFP and a bachelor's degree, with 2-4 years of experience in the industry. Responsibilities include client meeting preparation, completing financial planning modules, and assisting with client inquiries. Benefits include a competitive salary and a hybrid work schedule, offering a supportive and collaborative team environment.
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Position Requirements
10+ Years
work experience
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