Wealth Advisor
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Before you apply
Salary$68k – $126k
LocationSan Diego - Towne Centre
Work modehybrid
Company size10,000+ people
PostedNov 2, 2026 · 6d ago
Verified live4d ago
At a glanceSummarised by Seekless from the posting.
Development of new business as agreed upon
Develop strong client / business relationships with the senior management of the client
Coordinate and execute servicing of the client within the scope of the services available within the Department
Support the maintenance of our Agency Management System
Attend Departmental and Sales meetings as required
Benefits
Health insurance
Tuition assistance
401(k)
Company:
Description:
Wealth Advisor
Under the guidance of the President of Retirement & Wealth , this position is responsible for developing new accounts and retention of existing business.
Essential Duties & Responsibilities
· Responsible for development of new business as agreed upon.
· Develop strong client / business relationships with the senior management of the client.
· Coordinate and execute servicing of the client within the scope of the services available within the Department.
· ·Must support the maintenance of our Agency Management System.
· Attend Departmental and Sales meetings as required.
· All other duties as assigned.
The applicable base salary range for this role is $67,500 to $125,800.
Benefits
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.