Jobs
>
San Diego

    Associate Financial Advisor - San Diego, United States - Root Financial Partners

    Root Financial Partners
    Root Financial Partners San Diego, United States

    1 week ago

    Default job background
    Description
    Company Description

    As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money.

    Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations professionals committed to achieving this mission.

    Role Description
    Join our dynamic team as a full-time Associate Financial Advisor in a remote capacity.

    You will collaborate directly with the firm's founder and other Lead Advisors to learn our robust planning processes and begin sitting in on meetings immediately.

    The purpose of this role is to prepare you to become a Lead Advisor at Root where you will benefit from our thriving digital marketing funnel.

    Our marketing funnel generates a steady stream of prospective clients each month, allowing you to focus solely on client service.

    As a financial advisor at Root, you'll play a pivotal role in creating positive financial outcomes for clients, making this the greatest job in the world.

    We seek an ideal candidate who shares this passion for excellence.

    Experience Required
    We are hiring for both the Analyst position and the Associate Advisor position. Both are roles on our advisory career track and the difference comes down to experience. The Analyst role is an entry-level financial planning position that requires 0-2 years of experience. The Associate Advisor role requires 2-5 years of experience and involves more direct client advising.

    Qualifications
    Passion for excellence
    Previous experience in the financial advice industry
    Experience in Retirement Planning
    Excellent analytical and problem-solving skills
    Strong communication and interpersonal skills
    Ability to build and maintain relationships with clients and colleagues
    Attention to detail and a commitment to accuracy
    Experience with Dimensional Funds is a plus
    Experience with Right Capital and Holistiplan is a plus

    #J-18808-Ljbffr
  • Root Financial Partners

    Financial Advisor

    1 week ago

    Root Financial Partners San Diego, United States

    Company Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial g ...

  • Northwestern Mutual

    Financial Advisor

    2 days ago

    Northwestern Mutual San Diego, United States

    Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. · Have you ever thought of starting your own business ...

  • Manhattan West

    Financial Advisors

    5 days ago

    Manhattan West San Diego, United States

    Manhattan West Enterprise Company ("Manhattan West") is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes i ...

  • Root Financial Partners

    Financial Advisor

    2 weeks ago

    Root Financial Partners San Diego, United States

    Company Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial ...

  • Northwestern Mutual

    Financial Advisor

    6 days ago

    Northwestern Mutual San Diego, United States

    Our Scripps Ranch firm is growing our team of Financial Advisors. · Our advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financi ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual San Diego, United States

    Our Scripps Ranch firm is growing our team of Financial Advisors. · Our advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financia ...

  • Root Financial Partners

    Financial Advisor

    1 week ago

    Root Financial Partners San Diego, United States

    Company Description · As one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial g ...

  • Northwestern Mutual

    Financial Advisor

    4 days ago

    Northwestern Mutual San Diego, United States

    Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. · Have you ever thought of starting your own business ...

  • PNC Financial Services Group

    Financial Advisor

    6 days ago

    PNC Financial Services Group San Diego, United States

    Job Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual San Diego, United States

    Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. · Have you ever thought of starting your own business ...

  • Northwestern Mutual La Jolla office

    Financial Advisor

    1 week ago

    Northwestern Mutual La Jolla office San Diego, United States

    Job Description · Job Description · Must be in San Diego or willing to relocate to the San Diego area. · Business Location: · La Jolla, CA · Pay: $80, $200,000.00 per year (Bonuses, commission, and benefits) · The first 6 months will be in office, position will move to "hybri ...

  • Baron Meddy, Inc.

    Financial Advisor

    1 week ago

    Baron Meddy, Inc. San Diego, United States

    About Us · Baron Meddy is a leading and rapidly growing fintech company dedicated to revolutionizing the financial industry with innovative technologies. We are committed to providing cutting-edge solutions that empower our clients to thrive in an increasingly digital world. Wit ...

  • Manhattan West

    Financial Advisors

    1 week ago

    Manhattan West San Diego, United States

    Manhattan West Enterprise Company (Manhattan West) is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes inc ...

  • International Staff Consulting

    Financial Advisor

    1 week ago

    International Staff Consulting San Diego, United States

    Are you already a successful financial planner looking for a smaller, more intimate working environment to supercharge your business? Do you value an environment that nurtures your autonomy and provides you the resources to excel? Join this highly coveted Financial Services firm ...

  • Priority Financial Group

    Financial Advisor

    2 days ago

    Priority Financial Group San Diego, United States

    Role: · Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through th ...

  • Talent Focus

    Financial Advisor

    1 week ago

    Talent Focus San Diego, United States

    Talent Focus is helping a high-profile, international wealth management institution, identify high calibre Trainee Financial Advisors for their Private Client practices in San Francisco, San Diego and Los Angeles. · Once qualified, you will act as a financial confidant to your c ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual San Diego, United States

    *Must be in San Diego or willing to relocate to San Diego area. · Our La Jolla, CA office is growing and looking to add Advisors to the firm Ever thought about starting a business but don't have the cash or the resources to do so? Our Financial Advising opportunity with Northwes ...

  • Banner Bank

    Financial Advisor

    1 week ago

    Banner Bank San Diego, United States

    More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years. · ...

  • Priority Financial Group

    Financial Advisor

    1 week ago

    Priority Financial Group San Diego, United States

    Role: · Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through t ...

  • Banner Bank

    Financial Advisor

    1 week ago

    Banner Bank San Diego, United States

    As a Financial Advisor with Banner Bank you will be responsible for business development, relationship management, and client experience within an assigned geography. Assist current and potential clients with investment needs, using non-FDIC insured securities and insurance produ ...