We are not your average financial planning group at San Diego Wealth Management. We are financial life planners with a unique process that guides our clients through the deeper questions in life, beyond the nuts and bolts of funding retirement and 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

Our financial internship program is ideal for career-minded college students and recent graduates interested in working in a collaborative environment focused on exceptional client service and holistic financial life planning.

Become a Financial Advisor at Our Firm

{These positions are available as part of a succession plan and for new advisors.)

Our financial advisor/planner positions are for enthusiastic, career-minded, self-motivated individuals. Whether you are a licensed advisor at another firm and are considering a succession plan, or if you are considering a career in the financial planning industry for the first time, we encourage you to apply. We provide a path to ownership in a uniquely collaborative environment. Our focus is holistic financial life planning.

All Applicants:

Please send your resume and cover letter by email to contact@sandiegowealth.com or by mail to San Diego Wealth Management, Human Resources Department, 6265 Greenwich Drive, Suite 100, San Diego, CA 92122. We look forward to hearing from you.