Career Opportunities

At San Diego Wealth Management, we are not your average Financial Planning group.  We are Financial Life Planners with a unique process that leads our clients through the deeper questions, beyond the nuts and bolts of funding retirements, saving for a first home. We help our clients connect their time and money with what is important to them in their lives.  


Apply for our Internship Program

The Financial Internship program at SDWM is ideal for career-minded college students and recent graduates interested in working in a collaborative environment focused on providing exceptional client service and holistic Financial Life Planning.  

Become a Financial Advisor at SDWM

(These positions are available as part of a Succession Plan and for New Advisors)

The Financial Advisor/Planner positions at SDWM are for enthusiastic, career-minded, self-motivated individuals. Whether you are an existing licensed advisor at another firm, and are considering a succession plan, or if you are considering the financial planning industry for the first time, we encourage you to apply to this unique opportunity.  SDWM provides a path to ownership in a uniquely collaborative environment.  Our focus is wholistic Financial Life Planning.


All Applicants:

Please send your Resume and Cover Letter by email or hard copy mail to: San Diego Wealth Management, Human Resources Department 6265 Greenwich Drive, Suite 100 San Diego, CA 92122  We are looking forward to hearing from you.