Financial Advisor Jobs in San Diego, California
Company Confidential San Diego, CA
Opportunity –Financial Advisor Trainee Are you looking for a great opportunity to build your future? Financial Advisor's are needed to train for positions in most major cities throughout the United States. We are looking for raw talent and will work with you to develop your abilities in the investment field. We will provide you with specialized training programs to meet your specific needs from in...
A Career with a Purpose: The Financial Advisor/Financial Representative Opportunity You’ll have the unique opportunity to create your own destiny and potentially have a life-long impact on the lives of your clients, families and your community. Northwestern Mutual offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Your goal is to discover e...
Financial Advisor Associate Business Description: Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices...
Are you looking for a new career to marry your existing contacts/book of business with industry leading products and services? Mutual of Omaha, a company with the strength, stability and security that comes from over 100 years of satisfying customers, has exceptional opportunities for insurance-based financial advisors who are motivated, have a history of success, and possess a passion for making...
Naval Air Station San Diego Federal Credit Union was formed July 25, 1940, on the eve of World War II. Initially, loans were limited to $30 unsecured and $50 secured. Total assets reached the half-million-dollar mark in the mid-1950’s. The credit union was renamed North Island Federal Credit Union on May 11, 1976. In 2004, we shortened our name to North Island Credit Union and introduced our new l...
Join a winning Credit Union team! CUSO Financial Services, L. P. (“CFS”) is adding a Licensed Financial Advisor at one of our Credit Union programs in the San Diego, Coastal area. CFS is a broker/dealer and RIA with a stable, 16 year track record of serving the investment needs of credit unions and their members. We aspire to maintain high standards to provide Credit Union members the full-service...
Financial Advisor Job Description Trilogy is seeking enthusiastic, career-minded, self-motivated individuals for our Financial Advisor position. College graduates and those new to the industry seeking a career-change are encouraged to apply. Business, Finance or Economics degrees a “plus”, but not required. Previous positions with interpersonal experience preferred. Growth and advancement opportun...
Description CSC is a global powerhouse in business and technology transformation. Our people are passionate about helping businesses solve complex business challenges through technology. With a 50 year legacy of innovation, our technology independence allows CSC to offer flexible and unique solutions to help clients optimize technology. We help clients capitalize on trends and anticipate what's ah...
About the Opportunity Did you know that nearly 10,000 Baby Boomers will reach retirement age every day for the next 19 years? ¹ Or that almost half of the households in the U.S. are under-insured? ² This means that many Americans could face financial vulnerability and uncertainty at a stage in life when they can least afford it. At The Western and Southern Life Insurance Company (Western & Souther...
Asset Preservation Strategies Inc., a collaborative wealth management firm in San Diego, CA is seeking a talented Client Service Representative. This position will serve as the key contact person for all account-related client requests and servicing. The position includes the responsibilities of assisting clients with their accounts, researching and monitoring account activity, and organizing clie...
About the Opportunity Did you know that nearly 10,000 Baby Boomers will reach retirement age every day for the next 19 years? ¹ Or that almost half of the households in the U.S. are underinsured? ² This means that many Americans could face financial vulnerability and uncertainty at a stage in life when they can least afford it. At The Western and Southern Life Insurance Company (Western & Southern...
State Farm Insurance is looking to establish new agents in the MISSION GORGE, SANTEE, SPRING VALLEY SAN MARCOS, VISTA LEMON GROVE, SAN DIEGO DOWNTOWN AND LA JOLLA START YOUR OWN BUSINESS, BECOME A STATE FARM AGENT AND BUILD A SUCCESSFUL BUSINESS ON A WELL ESTABLISHED FOUNDATION (STATE FARM - RANKED 42nd ON THE FORTUNE 500 LIST OF COMPANIES) State Farm Insurance is seeking enthusiastic and motivate...
Financial Staffer is looking to fill two positions in San Diego County Job #1: Sales Assistant for Retirement Advisor Provide strong sales support to a Sales VP to maximize sales productivity. Job responsibilities include: Handling customer relations issues to assist in both the retention and acquisition of assets under management Speaking directly with existing clients and prospective clients reg...
Client Service Representative Asset Preservation Strategies Inc., a collaborative wealth management firm in San Diego, CA is seeking a talented Client Service Representative. This position will serve as the key contact person for all account-related client requests and servicing. The position includes the responsibilities of assisting clients with their accounts, researching and monitoring account...
Management Trainee Opportunity Job Description Trilogy is seeking enthusiastic, career-minded, self-motivated individuals for our Management Trainee position. College graduates and those new to the industry seeking a career-change are encouraged to apply. Business, Finance or Economics degrees a “plus”, but not required. Previous positions with interpersonal experience preferred. Growth and advanc...
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time...
Headquartered in San Diego, California, USA, Solar Turbines Incorporated, a subsidiary of Caterpillar Inc., is one of the world’s leading manufacturers of industrial gas turbines, with more than 14,500 units and over 2 billion operating hours in 100 countries. Products from Solar Turbines play an important role in the development of oil, natural gas and power generation projects around the world....
Exciting Growth Opportunity with Profit Participation! Registered Investment Advisory and Wealth Management firm seeks full time Sales Assistant. The successful candidate for this Sales Assistant position will support 3 Financial Advisors with all administrative details and paperwork to efficiently execute client service requests. Responsibilities for this position require attention to detail, str...
StoneRiver Group is a holding company that owns several insurance services businesses, including StoneRiver National Flood Services, StoneRiver Insurance Solutions, StoneRiver RegEd, Emerald Connect, StoneRiver Pharmacy Solutions and Progressive Medical. The businesses are operated as separate companies with independent management teams. The StoneRiver Group affiliated companies are committed to b...
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Answers for Financial Advisor Jobs
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Is it possible to become a financial advisor through online universities?
I'm considering studying for a career as a financial advisor, but at this point in life (age 26), and the fact that I am busy with a job in sales, I don't think I'll have the time to attend a universi...
How to appear older in business setting?
I have a second interview for a financial adviser job later this week and they said my biggest obstacle in the job would be the fact that I appear to be young, which I am, 24 yrs old with a young face...
How will my future be like if i become an Independant Financial Advisor?
I'm currently an undergraduate and I just recently took up a job as an Independant Financial Advisor. The pay is based on the clients and I wonder since a degree is not necessarily a prerequisite for ...
What new online jobs are emerging that are NOT scams?
I am confident that the online jobs sector will grow in the future. I am studying to become a financial advisor. What job could i do online right now?
College Freshman interested in being a financial advisor. What job/internship should I get?
I am a college freshman interested in being a financial advisor and was wondering what I should do to prepare myself. I was thinking about getting a job as a teller at a bank to get around money. Some...
Finance Career Tools
$29,120.00 - $165,200.00
Typical Salary for Financial Planner in San Diego
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Answers clients' questions about the purposes and details of financial plans and strategies.
Implements financial planning recommendations, or refers clients to someone who can assist them with plan implementation.
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