Position: Operations Manager for CFP® Office
San Diego Wealth is a Financial Planning and Investment Management firm serving individuals, families, and businesses. We help our clients connect to a life of meaning, find their inspiration, and live into their dreams. Our central purpose as a business is to effect positive change in people’s lives leading them to greater freedom and happiness!
We are growing and seeking to add new members to our team to provide best in class support to our clients and each other
If you’re passionate and good at…
Here’s what the position primarily entails…
Office and Business Management Ensuring the office is running smoothly, maintaining a good working environment for all team members, and focusing on supporting a positive experience for both clients and staff
Computer System: Coordinating & overseeing, with IT Consultant, all hardware and software. including administration of Microsoft 365’s cloud subscription service, connected systems, and physical workstations
Compliance and Regulatory Requirements Ensuring all activities of the office and branch are in compliance with our Broker/Dealer, FINRA, and SEC, along with California insurance regulations and best practices
Human Resources Providing administrative support and ensuring adherence to requirements for the Company’s people
Customer Service Helping support the efforts of the advisory teams to ensure clients are happy and satisfied with the level of service they are receiving
We’ll provide you with…
We look forward to getting to know you and exploring if we are good fit for each other.
Send your resume to…
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Take the mystery out of investing and preserving wealth.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Call us: 858.270.7705