Associate Financial Advisor

Goodwin Recruiting • San Diego, CA, United States • 1d ago

Our client is a fast-growing wealth management firm and they are currently seeking an Associate Financial Advisor to join their San Diego–based team. This is a client-facing role offering the opportunity to work closely with clients while delivering holistic financial planning and investment solutions. The ideal candidate thrives in a dynamic environment, values relationship-building, and is motivated by business development and long-term career growth.Associate Financial Advisor Key Responsibilities:Develop and maintain comprehensive, customized financial plansPrepare for and participate in client meetings, including follow-ups and planning presentationsAnalyze investment portfolios and support investment recommendationsAssist with client onboarding and contribute to business development initiativesAssociate Financial Advisor Qualifications:Bachelor’s degree in Finance, Accounting, Economics, or a related fieldCFP or Series 66. Minimum of 2 years of experience in financial planning or wealth managementAssociate Financial Advisor Benefits:Performance-based bonuses and growth incentives100% employer-paid medical insurance401(k) with employer matchHybrid work flexibility with designated remote days each weekGenerous paid time off and paid holidaysEducation reimbursement and ongoing professional development