Wealth Connect Advisor - San Diego, CA

What you’d do

The Wealth Connect Advisor provides personalized financial education and investment advice to clients virtually and by phone, assessing goals and risk to develop tailored recommendations. The role involves client onboarding, relationship management, and compliance adherence. Found on the employer's careers page on Oct 27, 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 financial services experience
• 1-2+ years financial sales experience