Experienced Financial Professional

Job overview

The Experienced Financial Professional role is onsite in San Diego, CA. Compensation is $100,000–$250,000 per year. Falcon Pacific Group is a wealth management and insurance organization that helps individuals, families, and businesses build stronger financial futures through education, planning, and guidance. The professional develops personalized financial strategies, provides investment recommendations, and maintains trusted client relationships. The role also mentors junior colleagues, identifies opportunities to expand the client base, and follows industry regulations and compliance requirements.

What you'll do

• Lead client consultations and develop personalized financial strategies
• analyze market trends and provide investment recommendations
• mentor junior team members
• maintain client relationships through regular communication and support
• identify business opportunities and expand the client base in the San Diego-Carlsbad-San Marcos area
• use financial tools to support service delivery
• stay current on regulations and compliance requirements.

What we're looking for

Skills & competencies

financial professional

financial planning

investment management

client consultations

investment recommendations

client relationships

mentorship

business development

san diego ca

falcon pg

$100k–$250k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Training, resources, leadership support, and a collaborative professional network.

Why this role

The posting emphasizes mentorship, leadership support, and resources to grow a financial practice.

About the employer

Falcon PG is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.