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Full-Time PositionAccepting Resumes

CRM Specialist/Receptionist

Are you experienced in the REDTAIL CRM? Do you enjoy interacting with clients on the phone and face to face? Read on to see if you might be just the person San Diego Wealth needs!

This new, full-time position in our firm combines front line phone and client greeting with the maintenance of our client relationship and practice management software system. You won’t have to worry about being in a back office with no personal interaction; you’ll be the primary team member answering phones and greeting guests to our financial planning firm’s office. Your smiling face and friendly demeanor will set the tone for all future interactions with our firm.

Collaborating with other team members will allow you to guide them in using Redtail while building greater efficiency in our processes and brainstorming new ways to provide the best possible experience to our large client base (we’re a top-producing branch in our broker-dealer.) No twiddling your thumbs here; ours is a busy office where you can make a difference right away!

Learn more about us at If you meet the criteria described here, and are eager to be part of our team, we’d love to hear from you!

Send your resume to: with the subject line: Resume Submission.

Qualifications Preferred:

  • Bachelor’s Degree
  • Redtail® CRM Proficiency: Advanced level and 2 years’ experience (extensive training may be accepted in lieu of some experience)
  • Phone system experience: at least 1 year
  • Office Environment Experience: 2 years (Financial industry preferred)
  • Clean FBI fingerprint/background check per FINRA and Broker-Dealer requirements.


  • Unlimited PTO Policy
  • Health Insurance Plan and Sec. 125 Plan
  • Voluntary Vision/Dental insurance plan
  • Life & Disability insurance
  • 401k Plan
  • Education and Professional Development stipend
  • Personal Financial Planning from a CFP® professional (Certified Financial Planner)
  • Paid Holidays

Compensation: $45,000-$50,000+/year, depending on experience, education, and training

Send your resume to: with the subject line: Resume Submission

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Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Take the mystery out of investing and preserving wealth.

Client Centered

Client Centered

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.

Passion for Excellence

Passion for Excellence

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.

Learn More About our Opportunities

Learn More About our Opportunities

Call us: 858.270.7705