11 Wealth Management Advisor Jobs in San Diego, CA
WestPac Wealth Partners is Hiring a Wealth Management Advisor Near San Diego, CA
Company Description
WestPac Wealth Partners is a financial advisory firm located in San Diego, CA. We are dedicated to delivering cutting-edge strategies to help our clients build a clear path to their financial future. As an Agency of The Guardian Life Insurance Company of America, we have access to one of the most comprehensive financial product platforms available today. Our experienced team provides purposed macro-management, informed fiscal education, and asset servicing solutions to enhance our clients' goals and wealth potential.
Role Description
This is a full-time on-site role for a Wealth Management Advisor at WestPac Wealth Partners in San Diego, CA. As a Wealth Management Advisor, you will be responsible for providing financial planning, retirement planning, investment advice, and wealth management services to our clients. You will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve those goals.
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Knowledge of Wealth Management Services
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to build and maintain client relationships
- Certifications such as CFP, CFA, or CPA are a plus
- Bachelor's degree in Finance, Economics, or a related field
Job Summary
Full Time
Insurance
$74k-110k (estimate)
06/18/2024
07/16/2024
thewp2.com
La Jolla, CA
200 - 500
Insurance
Related Companies
The job skills required for Wealth Management Advisor include Wealth Management, Planning, Financial Planning, Communication Skills, Client Relationship, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Advisor positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor. You can explore the career advancement for a Wealth Management Advisor below and select your interested title to get hiring information.
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