Business Broker Salary in San Diego, California

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 the sale of Investment, Insurance, and Estate Planning products and services. Knowledge and Skills: Excellent organizational and time management skills. Ability to work independently and consistently with minimal or no direction and proactively demonstrates initiative. Excellent interpersonal/communication skills. Pays close attention to detail with a high degree of accuracy. Excellent grammar skills to initiate, interpret, and compose documents. Basic math skills. Maintains high level of confidentiality. Excellent decision-making/problem solving skills relating to highly diversified, complex financial planning issues. Utilizes computer, general office equipment adeptly. Essential Duties and Responsibilities: Lever

*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 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 financially, they want more growth opportunities or they w

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

Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include: Various Tax-Smart Strategies Financial Planning Retirement Planning Insurance Options Essential Duties & Responsibilities Build and maintain deep

Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include: Various Tax-Smart Strategies Financial Planning Retirement Planning Insurance Options Essential Duties & Responsibilities Build and maintain deep

Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include: Various Tax-Smart Strategies Financial Planning Retirement Planning Insurance Options Essential Duties & Responsibilities Build and maintain deep