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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 GroupNexus Talent Connect
San 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 Advis
Job Source: Nexus Talent ConnectPriority 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 GroupNexus 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 ConnectFirst 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 CommandCalifornia 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 & TechnologyGrossmont/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
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 grow with them in their fast-paced environment. To be successful in this role, you must possess excellent interpersonal communication skills, self-initiated follow-through, be systems-oriented and have strong organizational skills. In return, you will find this position offers flexibility, a collaborative team atmosphere, and opportunities for personal and professional growth.
Responsibilities
Serves as primary client-facing point of contact on behalf of the firm for a newly acquired book of business
Focuses on complete client care and delivering on promises made to the client
Directly responsible for client satisfaction with firm and retention of client accounts
Manages and supervises formulation and implementation of risk and investment strategies consistent with a comprehensive financial plan prepared for each client individually
Increase assets under management from an assigned client base
Develop new revenue opportunities to service existing clients more effectively
Build Loyal Client Advocates and produce new clients through those relationships
Publicly represents the firm’s strategic brand
Participates in and contributes to firm leadership
Maintains familiarity with the industry and economic trends
Maintains knowledge of and shows the ability to apply compliance standards
Works collegially and productively with clients, peers, and other team members
Requirements
Minimum of 5 years of financial planning experience (with Insurance and Investments)
Clean compliance record
Excellent communication and problem-solving skills
Securities (6 & 63 or 7) and life & health insurance licenses
Ability to work with a close-knit team
CFP® designation
Compensation
$100-135K base salary plus motivating commissions in addition to benefits and profit sharing
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Lead Financial Advisor jobs in San Diego, CA, United States
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