Financial Advisor Salary at Westpac Wealth Partners Llc BETA

Our San Diego office in California is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client’s expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth. In the spirit of pay transparency, we are excited to share that the base salary range for this position is $125,000-$130,000, exclusive of bonuses and benefits. This position is also eligible for a variable compensation and participation in our equity program. WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversation

At SteelPeak Wealth, we operate with a growth mindset. We are seeking San Diego-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best – taking care of clients and growing assets. You would be our first hire in the San Diego area and help establish our presence there. Key Responsibilities: Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance. Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded. Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements. Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice. Collaborate with other team members to deliver comprehensive financial planning services. Assist clients with retirement planning, estate planning, tax strategies, and insurance need

Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the member's unique needs and risk tolerance. This position also sells financial products and services to members through outbound and inbound calls from all categories of member groups. In addition, the Financial Advisor creates, updates, and implements comprehensive Financial Plans for members and regularly reviews members' accounts. Job duties: Assist members and prospects with information, products offered and procedures to implement an investment program Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services Coordinate,

Flexibility and Control. And a business partner who gives you the freedom to have both. You’ve spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you’re a successful entrepreneur looking to accelerate your practice, we will support you through... A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop A one-stop shopping hub for insurance solutions

Description Step Into Leadership - Experienced Financial Advisor / Investment Professional Are you an experienced financial advisor or investment professional looking for more than just another firm? At Falcon PG, we're building something different - an entrepreneurial ecosystem where top-tier professionals can grow their business, lead others, and create lasting impact. This is a platform for advisors who are ready to own their future with the tools, mentorship, and flexibility to scale on their terms. We're not about the old-school, one-size-fits-all model. We combine modern strategies, a collaborative culture, and access to powerful financial solutions, giving you the edge to grow faster, serve better, and build something that's truly yours. What You'll Gain: A leadership track designed for professionals ready to grow a team or scale a firm Access to competitive products and advanced planning tools Mentorship from seasoned industry leaders and a high-performance peer network Marketi

*Must be in San Diego or willing to relocate to San Diego area. Our La Jolla, CA office just expanded and moved into new office space. We are 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 Northwestern provides all of the training, mentoring, start up costs associated with starting a business. The role of a Financial Advisor is to help people accomplish their most important financial goals more efficiently. Your role will be to consult with clients and implement the necessary products and services. This career is not based on one-size fits all solutions but rather on a consultative approach to understanding and building relationships with clients. We offer insurance planning, investment planning, estate planning, and business planning. Our best advisors are career disturbed for one of a few reasons. They want to have a bigger impact, they're capped financi

Financial Professional Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of t

Our client is a rapidly growing, independent wealth management and financial planning practice in San Diego, CA, that serves successful business owners, executives, and high net worth individuals. They take pride in delivering high-quality service and professional coordination for our clients in a warm, welcoming, and positive environment. They are seeking a motivated and detail-oriented Paraplanner/Associate Advisor to join our friendly and professional team and to grow with our firm. The Paraplanner/Associate Advisor plays a critical role, partnering with the Financial Advisor team to provide excellent service to each client and ensure that their financial, estate, and tax plans are implemented properly through coordination with a variety of financial and legal professionals. Attributes and Qualities Exceptional interpersonal skills with an energetic and upbeat attitude Excellent attention to detail and accuracy Strong language skills, both verbal and written Independently motivated