Open Roles

Associate Financial Planner (On-site)

• Full-time W-2 position
• Business development is not required or desired
• $60k/yr - $90k/yr (+ incentive plan)
• CFP® certification paid for by the firm ($10,000+ value)
• 401(k) matching, health insurance, personal and professional development budget
• Start Date = ASAP

💥 Important: This is an in-office position. If you are interested in a virtual planning role, please do not apply using the link below. Instead, send a short email to careers@definefinancial.com with the subject line "Virtual Advisor Position," and we will contact you when a virtual opportunity becomes available.

About Us

Define Financial is a fee-only retirement & tax planning firm located in North County, San Diego, dedicated to helping high-net-worth retirement savers over age 50.

The TLDR:

• We serve over 100 families in 30+ states across the U.S.
• We carefully manage ~$250MM
• We specialize in helping our clients reduce taxes, invest smarter, and maximize retirement income

In 2022, we were named the #2 Top Independent Financial Advisor by Investopedia, and our contributions are regularly featured in publications such as Wall Street Journal, Bloomberg, and Business Insider.

Learn more about us by meeting our team, reading our blog, watching our videos, and listening to our Apple Top 75 investing podcast.

About The Role

Your role as an Associate  Financial Planner is structured as an apprenticeship to make you the best financial planner possible.

You will collaborate closely with our planning team, learning from them and engaging in several key areas such as:

• Data gathering and analysis
• Developing financial planning recommendations, researching, and resolving complex cases
• Responsibilities around reporting, meeting preparation, client service, and plan implementation

You are enthusiastic about the opportunity to pick up the phone and provide clients with the industry-leading service they’ve come to expect.

You love systems and processes and are always looking for ways to create efficiencies.

Perhaps most importantly, you are wildly passionate about this profession and eager to specialize in retirement planning!

How To Apply

As a small and growing business, we can only afford to hire the best.

To help us find the best person and ensure you have a good experience applying for this role, we partnered with TalentLink Solutions to manage the application process.

If you think you would be the perfect fit for this opportunity, click the button below to apply.

Apply Now →