About this role
Lead Advisor - New Market - San Diego at Brightonjones. Location: San Diego, California, United States. Role: lead relationships, design plans, communicate value Requirements: Lead Advisor with CFP designation, 6+ years in financial/estate planning, strong leadership and client-facing skills. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English