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Confidential Financial Advisor Jobs (NOW HIRING)

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site

$120K - $170K/yr

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with ... Ability to handle confidential and sensitive information * Ability to work in a team environment ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site +1

$120K - $170K/yr

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with ... Ability to handle confidential and sensitive information * Ability to work in a team environment ...

ASEGURE SU LEGADO LLC

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Junior Financial Advisor

Riverside, CA · On-site

$16.90 - $17.50/hr (+ commission)

Junior Financial Advisor Trainee Associate Program Location: Riverside, California Employment Type ... Maintain accurate and confidential client records * Support client meetings, educational seminars ...

ASEGURE SU LEGADO LLC

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Junior Financial Advisor

Riverside, CA · On-site

$16.90 - $17.50/hr (+ commission)

Junior Financial Advisor Trainee Associate Program Location: Riverside, California Employment Type ... Maintain accurate and confidential client records * Support client meetings, educational seminars ...

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Confidential Financial Advisor information

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How much do confidential financial advisor jobs pay per year?

As of Sep 15, 2026, the average yearly pay for confidential financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

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Infographic showing various Confidential Financial Advisor job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Lead Financial Advisor

San Diego, CA • On-site

One Degree Advisors
Finance and Insurance • 1 - 10 employees
Learn more about One Degree Advisorsexternal

$120K - $170K/yr

Full-time

Medical, Retirement, PTO

Re-posted 9 days ago

Job description

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.
The main responsibility of this position is to lead client relationships.
Essential Functions:
Wealth Advising
  • Conduct client meetings, including ongoing strategy meetings and new client onboarding
  • Oversee Financial Plan development, updates and presentation
  • Conduct Investment Advisory discussions with clients
  • Hold client discussions focused on personal and family objectives and vision
  • Serve as primary advisory contact for client correspondence.
  • Coordinate research, meeting preps & follow-up, and plan development with Advisory team
  • Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
  • Contribute to the development of associate advisors
  • Stay updated and educated on relevant technology resources
  • Investment portfolio construction
  • Basic investment trading

Firm Responsibilities
  • Marketing
    • Community Development
    • Networking
    • Contributing to educational content
  • New Business Development
  • Practice Management
    • Adhere to operational processes/procedures
    • Document notes and tasks within operational procedure
    • Cross train staff as needed
  • Client servicing and communication (where advisor is required)
  • Support and adhere to compliance practices
  • Assist with firm projects
  • Work toward firm goals and metrics
  • Strive to practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give

Qualifications:
Education/Certifications
  • Bachelor's degree
  • Certified Financial Planner™ (CFP®) designation (CFA® or CPA also considered)
  • Certified Kingdom Advisor designation (attained or willing to attain)
  • Kingdom Advisors study group participation
  • Future professional development, including continuing education and/or designations

Experience
  • 5+ years as Financial Planner/Investment Advisor or relevant experience

Knowledge, Skills, and Abilities
  • Ability to handle confidential and sensitive information
  • Ability to work in a team environment with a client-centric focus
  • Strong organizational and project management skills with ability to multi-task
  • Ability to establish appropriate timelines and manage multiple deadlines
  • Well-developed professional, interpersonal and communication skills
  • Able to work with minimal supervision
  • Knowledge and proficiency of PC applications, including MS Office
  • Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan

Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise)
Benefits: 401(k) with match, health insurance, PTO (onedegreeadvisors.com/careers for more)
Location: In-office or hybrid preference; Remote based on experience or fit

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