Top 111 Financial consultant Jobs in La Jolla Ca

Financial Consultant Partner - San Diego, CA
Charles Schwab —San Diego, CA
- $30.10 - $49.71 an hour
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
2d
Entry-Level Financial Representative
Falcon PG —San Diego, CA
- $101,000 a year
- Hybrid work
- No experience needed
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Managing Partner
Modern Woodmen of America —San Diego, CA
- From $75,000 a year
- Full-time
- Background check
- Mid-level
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Financial Planning Administrative Support
Pure Financial Advisors, LLC —San Diego, CA
- $45,000 - $50,000 a year
- Full-time
- Microsoft Word
- Office
- Finance
- Health savings account
- AD&D insurance
Quick Apply
23h
Financial Advisor
WestPac —San Diego, CA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Senior Wealth Manager
Procisive —Del Mar, CA
- From $140,000 a year
- Full-time
- CPA
- Office
- 8 years
Quick Apply
Financial Advisor/ Sales (Career Changers Encouraged)
Northwestern Mutual - Downtown, San Diego —San Diego, CA
- $80,000 - $200,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —San Diego, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Financial Advisor
Edward Jones —San Diego, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Management Associate
Equitable Advisors —San Diego, CA
- $37,275 - $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Manager, Client Relationship Support - La Jolla, CA
Charles Schwab —La Jolla, CA
- $40.10 - $72.16 an hour
- Office
- Supervising experience
- Mentoring
- Paid parental leave
- Employee stock purchase plan
2d
Financial Services Professional
New York Life —San Diego, CA
- $75,000 - $120,000 a year
- Full-time
- Hybrid work
- Office
- Leadership
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
9d
Financial Advisor - San Diego, CA
North Star Resource Group —San Diego, CA
- $40,000 - $120,000 a year
- Full-time
- Sales
- In-person
- 1 year
Quick Apply
Financial Advisor
Edward Jones —San Diego, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Carlsbad, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
VP, Assistant Branch Manager - North San Diego, CA
Charles Schwab —San Diego, CA
- $102,500 - $184,400 a year
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
2d
Wealth Advisor
Mariner Wealth Advisors —San Diego, CA
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Office
Wealth Advisor (San Diego)
EP Wealth Advisors, LLC —San Diego, CA
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Private Banker
Sunflower Bank NA —San Diego, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply

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financial consultant jobs near la jolla ca

Financial Consultant Partner - San Diego, CA

Charles Schwab -
San Diego, CA

Apply Now

Job Details

$30.10 - $49.71 an hour
2 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 7
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of
their financial futures. In a collaborative, inclusive environment, you’ll build meaningful
relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As a Financial Consultant Partner (FCP), you’ll partner with Senior Financial
Consultant(s) to support and grow affluent practice. In this client-facing role, you’ll
strengthen relationships, deliver personalized service, and build advisory skills through
hands-on experience and mentorship.

You’ll play a key role connecting clients and advisors, uncovering opportunities, and
delivering consistent, high-quality client experience. This role is ideal for a licensed
professional who is client-focused, detail-oriented, and motivated to grow their impact and
expertise.

Build strong relationships with Senior Financial Consultant(s) and serve as a trusted

partner in supporting their practice, client engagement, service, and ongoing
business development

Support delivery of client solutions aligned to financial goals
Identify opportunities to deepen relationships and drive growth
Prepare for and support client meetings, including documentation and follow-up
Collaborate across the branch and firm to deliver seamless client experience
Maintain accurate client information and support daily operations

Why you’re set up for success:

Schwab Training and Development

Start with Wealth Management University—a four-week, live virtual program
designed to build your foundation for success.

Afterward, continue your development through hands-on training and mentorship in
your branch, partnering closely with your manager, peers, and mentors for guidance
tailored to your goals.

Career Pathing

The Financial Consultant Partner role provides a clear path toward a Financial Consultant
position, building your client relationships, business development skills, and financial
expertise.

Schwab also supports a “choose your own adventure” approach—empowering you to
explore leadership, expanded branch roles, or opportunities across service and support
teams.

You’ll be supported by leaders who invest in your growth and encourage continuous
learning over time.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.

What you have

The expertise you bring:

A valid and active FINRA Series 7 license required
Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health

Insurance as it will be required during your tenure on the job

Relevant experience in financial services or a similar client-facing, sales, or advisory

environment preferred

The skills you bring:

Attention to Detail

Ensure accuracy in client interactions, documentation, and operational processes
Identify and address discrepancies early to help maintain a strong, consistent client
experience

Building Collaborative Relationships

Partner effectively with Financial Consultants, branch teams, and internal partners to
support client needs

Contribute to a team-first culture by sharing insights, supporting peers, and driving
collective success

Active Listening

Use active listening and thoughtful questioning to understand client goals and align next
steps to their needs

Communicate with clarity and care – confirm understanding, capture key details, and
follow through on commitments

Coachability

Actively seek feedback, reflect on input, and apply coaching to strengthen your skills and
impact

Demonstrate openness to learning from managers, peers, and mentors – using guidance
to accelerate development and improve performance

Adaptability

Adjust your approach based on client needs, changing priorities, and new information –
staying focused on delivering strong outcomes

Take ownership of learning and change by embracing new processes, tools, or ways of
working to better support clients and the practice

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

financial consultant jobs in la jolla ca

Financial Consultant Partner - San Diego, CA

Entry-Level Financial Representative

Tax Planner Associate

Managing Partner

Financial Planning Administrative Support

Financial Advisor

Senior Wealth Manager

Financial Advisor/ Sales (Career Changers Encouraged)

CNO Financial Advisor - Hybrid Remote (CA)

Financial Advisor

Wealth Management Associate

Manager, Client Relationship Support - La Jolla, CA

Financial Services Professional

Financial Advisor - San Diego, CA

Financial Advisor

Financial Advisor

VP, Assistant Branch Manager - North San Diego, CA

Wealth Advisor

Wealth Advisor (San Diego)

Private Banker

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