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Wealth Planner: Craft Tailored Financial Roadmaps
Job in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-24
Listing for:
Cerity Partners
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Cerity Partners in San Diego is seeking a Wealth Planner to develop comprehensive financial plans and support Wealth Advisors in managing client relationships. You will assist with client meetings and present findings and recommendations aligned with clients' goals.
Required is a Bachelor’s degree, 2–4+ years in financial planning, Series 65 within 3 months, and pursuing or having CFP designation. Salesforce and e-Money experience are a plus; strong communication and problem-solving are
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