Associate Financial Advisor
Listed on 2026-03-03
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Finance & Banking
Financial Consultant -
Sales
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices – and growing – nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit
Our San Diego office in California is looking for an Associate Financial Advisor working as part of an advisory team and on behalf of senior advisors, helps clients achieve their financial goals. Provides client service that exceeds clients’ expectations and helps the team/company meet objectives for sales growth, client retention, and customer service quality.
The expected pay range for this Associate Financial Advisor position is $55,000 to $75,000 annually. This range includes a base salary and may receive variable compensation. The company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on qualifications, skills, credentials, education, professional experience, tenure, cost‑of‑living, and demand for the role in the applicable market.
PrimaryJob Functions
- Assist the Financial Advisor during client meetings and with follow‑up
- Take meeting notes and promptly enter into CRM
- Present financial advice or plan to client with the Financial Advisor
- Meet with client to obtain additional planning information or to clarify/confirm information provided
- Systematize the review process utilizing the CRM system
- Gather data for client reviews and review client files for additional sales opportunities
- Create reviews utilizing the Wealth Enhancement Group review system
- Monitor percentage of client’s that were reviewed in the last calendar year
- Analyze a client’s financial data in light of their financial goals
- Meet or call clients to obtain any additional planning information or clarify/confirm information provided
- Prepare client information to present to the Roundtable, if required
- Work effectively and professionally with the Financial Planning department, if required
- Requires a 4‑year degree; business, finance, economics preferred
- Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.)
- Series 7, 66 (BD/RIA)
- Series 65 (RIA Only)
- Insurance Licenses
- 2+ years of experience within the wealth management industry
- Ability to prepare client reviews and assist in meetings with senior advisors
- Must possess excellent analytical, organizational, and communication skills (both oral & written)
- Must be able to manage multiple projects at once
- Engagement in the community
This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems.
Comprehensive Benefits OfferingsOur benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well‑being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
- Training and professional development
- Medical, dental and vision coverage (Available to full‑time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical,…
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