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Priority Financial Group
San Diego, CA, United States
Role : Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and serv
Job Source: Priority Financial GroupPriority Financial Group
San Diego
Job Description Job Description Role: Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and
Job Source: Priority Financial GroupFirst Command
San Diego, CA, United States
4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helpingmilitary families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do: Di
Job Source: First CommandNexus Talent Connect
San Diego
Job Description Job Description Salary: $100,000-$300,000 Nexus Talent Connect is Seeking A Financial Advisor to Join an Exclusive Financial Firm! Are you ready to ignite your career as a Financial Advisor in sunny San Diego, California? Seeking a passionate and driven individual to join the team and make a meaningful impact. As a Financial Advis
Job Source: Nexus Talent ConnectCalifornia Institute of Arts & Technology
National City, CA, United States
Job Type Full-time Description Work from Home (WFH) - Remote work must be performed while residing in California or New Mexico CIAT Location: San Diego, CA Reports to: Director of Financial Aid Status: Non-exempt Employment Type: Full-time Evaluates, approves, and awards financial aid to students in accordance with federal, state, and
Job Source: California Institute of Arts & TechnologyClaire Myers Consulting
San Diego, CA, United States
Compensation - $100-$135K base salary plus motivating commissions, benefits & profit sharing Our client, a well-established Forbes ranked Wealth Management firm, with over 30 years of experience is seeking a motivated, driven individual to serve as a Lead Advisor for existing clients. The firm is in hyper growth mode and is looking for someone to
Job Source: Claire Myers ConsultingGrossmont/Cuyamaca Community College District
El Cajon, CA, United States
Financial Aid Advisor R-02085 San Diego County - Cuyamaca College Transforming lives through learning isn't just the vision of the Grossmont-Cuyamaca Community College District. It happens every day with our 30,000 students who take the first step in their higher education, become trained for a new career, or learn knowledge that transforms thei
Job Source: Grossmont/Cuyamaca Community College DistrictFarther
San Diego, CA, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherSan Diego, CA, United States
Job Description Job Description Salary: $100,000-$300,000
Nexus Talent Connect is Seeking A Financial Advisor to Join an Exclusive Financial Firm!
Are you ready to ignite your career as a Financial Advisor in sunny San Diego, California? Seeking a passionate and driven individual to join the team and make a meaningful impact. As a Financial Advisor, you'll be at the forefront of helping clients turn their financial aspirations into reality. Get ready to dive into exciting challenges, craft personalized financial plans, and guide clients toward financial freedom.
Key Responsibilities:
Dive deep into clients' financial landscapes, analyzing goals, risk tolerance, and current status to chart a course to success.
Design bespoke financial plans and investment strategies tailored to each client's unique ambitions and objectives.
Serve as a beacon of guidance, providing ongoing advice and support to clients as they journey towards their financial goals.
Educate and empower clients with knowledge on investment options, retirement planning, and more, helping them make informed decisions.
Stay ahead of the curve, keeping a finger on the pulse of market trends, economic shifts, and regulatory updates to steer clients in the right direction.
Cultivate lasting relationships with clients through proactive communication and unparalleled service.
Collaborate with a team of like-minded professionals to deliver seamless financial solutions to valued clients.
Qualifications:
Bachelor's degree in Finance, Economics, Business Administration, or a related field. Additional certifications (CFP, CFA, etc.) are a plus.
Bring 2-7 years of experience as a Financial Advisor or in a similar role, ideally within the financial services industry.
Show us your track record of building strong client relationships and helping clients achieve their financial dreams.
Flex your financial muscle with in-depth knowledge of investment products, financial markets, and wealth management strategies.
Command attention with excellent communication and interpersonal skills, able to simplify complex financial concepts with ease.
Demonstrate your keen eye for detail and analytical prowess, conducting thorough financial analyses with precision.
Embrace technology with proficiency in financial planning software and the Microsoft Office Suite.
Hold the necessary securities licenses (Series 6, 7, 65/66 ) and maintain compliance with regulatory requirements.
Ready to join a high-energy team and make a splash in the world of finance? If you're passionate about empowering others to achieve financial success and possess the skills and qualifications outlined above, we want to hear from you. Let's make dreams happen together! Apply now and let your journey to success begin.
Benefits:
Comprehensive benefits: 401(k) matching, health, dental, vision, and life insurance
Extensive practice support
Normal business expenses and office space covered
Client event support
Flexibility for a healthy work-life balance.
Schedule and Location:
Full-time position Hybrid based in San Diego, CA
Stable Monday to Friday work schedule.
Nexus Talent Connect is an Equal Opportunity Employer
At Nexus Talent Connect, we champion diversity as a core pillar of our organizational ethos. We are unwavering in our commitment to cultivating an inclusive hiring process that respects and values individuals of all backgrounds, including age, race, ethnicity, gender identity, sexual orientation, abilities, religion, and perspectives. We believe that diverse experiences and viewpoints fuel innovation and enrich the workplace environment. We are dedicated to providing equal opportunities.
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Financial Advisor jobs in San Diego, CA, United States
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