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Financial Consultant

Remote Associate Financial Advisor — Path to Lead Advisor

Remote / Online - Candidates ideally in
Encinitas, San Diego County, California, 92023, USA
Listing for: Root Financial
Full Time, Remote/Work from Home position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 75000 - 95000 USD Yearly USD 75000.00 95000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a full-time Associate Financial Advisor to work remotely. You will prepare for client meetings with a Lead Advisor, provide 401(k) recommendations, and actively communicate with clients. Ideal candidates have 2-5 years of experience in financial planning, possess excellent communication skills, and have a positive attitude. The position offers competitive pay starting at $75k-$95k, a generous benefits package including unlimited PTO, and a dynamic work environment.
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Position Requirements
10+ Years work experience
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