Senior Financial Advisor
One Degree Advisors is hiring for Senior Financial Advisor in San Diego, California. Senior level. First seen October 31, 2026; open as of November 9, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- One Degree Advisors
- Where
- San Diego, California
- Level
- Senior
- First seen
- October 31, 2026
- Listed via
- BambooHR
What the posting says
One Degree Advisors is growing and looking for a Senior Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team. The main responsibilities of this position are to lead premier client relationships and oversee advisory team members. Essential Functions: Wealth Advising - Lead client meetings, including ongoing strategy meetings and new client onboarding for premier relationships - Oversee Financial Plan development, updates, and presentation - Lead Investment Advisory discussions with clients and provide oversight…
Read more and apply on One Degree Advisors' site
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