Boutique Recruiting is seeking an Associate Wealth Advisor in San Diego, CA to grow alongside senior advisors. The role starts with learning operations, securities trading, and client onboarding, then expands into financial planning and investment modeling for existing clients. You will conduct quarterly client reviews and progress toward independent client engagements, with mentorship from a partner holding CFP, CFA, and CPA credentials. Excellent Excel and MoneyGuide Pro skills are a plus. #J-18808-Ljbffr
Associate Wealth Advisor Client-Facing Growth Path • San Diego, CA, United States
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