Wealth Connect Advisor - San Diego, CA

What you’d do

Provide personalized financial education and investment advice to clients via virtual meetings and calls. Assess client goals and develop tailored recommendations including brokerage, advisory, and insurance solutions. Full-time role in San Diego. Found on the employer's careers page on Oct 28, 2026. Apply through the link.

You’ll need

• FINRA Series 7 and 66 (or 63 and 65) licenses or ability to obtain in 180 days
• Required state insurance licenses or ability to obtain in 180 days
• Bachelor’s degree or equivalent experience in financial services
• 1-2+ years financial sales experience