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Financial Consultant Financial Advisor

Hybrid CFP Associate Financial Advisor

Job in Solana Beach, San Diego County, California, 92075, USA
Listing for: Independent Educational Consultants Association
Full Time position
Listed on 2025-12-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 85000 - 115000 USD Yearly USD 85000.00 115000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Solana Beach is seeking an Associate Financial Advisor to support Financial Advisors by managing client relationships and providing financial planning expertise. The ideal candidate has a Bachelor's degree and a CFP designation with 2-4 years of relevant experience. Responsibilities include preparing for client meetings, completing financial planning modules, and assisting with various projects. This hybrid position offers a salary between $85,000 and $115,000, along with competitive benefits.
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Position Requirements
10+ Years work experience
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